Account Executive, TPA

This is a fully remote position, open to applicants in Oklahoma.

📋 Description

• Act as the main point of contact and a trusted advisor for designated clients.

• Cultivate client relationships to ensure satisfaction, retention, and the success of long-term partnerships.

• Direct strategic account planning and oversee client stewardship.

• Ensure that service delivery aligns with the client’s business, financial, and operational goals.

• Examine claims, utilization, and reporting data to pinpoint trends, risks, and opportunities for cost savings.

• Provide actionable recommendations aimed at enhancing plan performance.

• Recognize client challenges and formulate customized strategies to improve healthcare affordability, efficiency, and outcomes.

• Collaborate with internal teams, carriers, vendors, and partners to deliver comprehensive service solutions.

• Address and resolve complex client issues.

• Maintain precise client documentation, communications, reporting, service activity, and issue-resolution tracking.

• Supervise account activity, service plans, deliverables, reporting, and ongoing communications.

• Offer insights on industry trends, market conditions, and regulatory changes affecting self-funded health plans and TPA services.

• Spot opportunities to broaden services, reinforce client relationships, and aid in retention and growth.

• Utilize technology, reporting tools, proprietary, and emerging AI solutions to enhance data analysis and operational efficiency.

• Execute other assigned projects, duties, and responsibilities.

⛳️ Requirements

• High School Diploma or equivalent is mandatory.

• A four-year degree in Business, Healthcare Administration, Communications, or a related field is preferred.

• At least 7 years of experience in account management, client services, sales, or a related customer-facing role within the healthcare, benefits, or insurance sectors.

• Experience in healthcare TPA, self-funded plans, employee benefits, or managed care settings is preferred.

• Familiarity with claims analysis, utilization reporting, and healthcare cost-containment strategies is essential.

• Knowledge of regulatory requirements affecting healthcare plans, including ERISA, HIPAA, and ACA, is preferred.

• Excellent presentation, consulting, and client-facing communication skills are preferred.

• Strong skills in relationship management and communication.

• Ability to build trust and influence stakeholders.

• Capability to analyze data, identify trends, and convert insights into strategic recommendations.

• Strong problem-solving, organizational, and time management abilities.

• Competence in managing multiple priorities effectively in a dynamic environment.

• Experience in collaborating cross-functionally to resolve issues and deliver solutions.

• Proficiency in Microsoft Office.

• Experience with reporting tools, systems, or CRM platforms.

• Willingness to learn new software and systems.

🏝️ Benefits

• Competitive compensation.

• Family health and wellness programs.

• 401K plan.

• Employee assistance programs.

• Paid time off.

• Paid holidays.

• Opportunities for career advancement and development.

• Discretionary annual incentive program, subject to program rules and individual and organizational performance.