Account Manager

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

📋 Description

• Act as the main point of contact for assigned employer clients on a daily basis.

• Build and sustain strong, trusted relationships with clients and key stakeholders.

• Address and resolve client inquiries, requests, concerns, and issues promptly.

• Collaborate with Network, Operations, Member Experience, Claims, Clinical, Technology, Finance, Sales, and other teams to fulfill client needs.

• Relay status updates, risks, issues, and opportunities to clients and internal leadership.

• Organize regular client meetings and ensure follow-up and accountability.

• Lead and engage in client Open Enrollment meetings and activities.

• Create and present recurring client reporting packages, presentations, and operational updates.

• Direct client-specific projects and initiatives.

• Formulate project plans, timelines, deliverables, and communication strategies.

• Coordinate cross-functional resources and ensure accountability for project milestones.

• Conduct project meetings and provide status updates.

• Transition finalized projects into ongoing operational processes.

• Maintain a thorough understanding of self-funded medical and pharmacy benefit design along with relevant regulatory requirements.

• Function effectively in a fast-paced, evolving startup environment while promoting continuous improvement.

⛳️ Requirements

• Bachelor's degree in Business, Healthcare Administration, or a related field.

• At least 5 years of experience in employer client account management, self-funded health plan administration, health insurance operations, or a closely related field.

• Active Life and Health insurance license, or the ability to obtain the license within 90 days of hire.

• Proven experience in managing relationships with employer clients and key stakeholders, including brokers, consultants, benefits administrators, or other healthcare partners.

• Clear understanding of self-funded medical and pharmacy benefit design.

• Familiarity with ACA, CAA, ERISA, Mental Health Parity, and other relevant regulatory requirements.

• Experience in leading or taking part in employer Open Enrollment meetings.

• Proven ability to juggle multiple priorities, projects, and client needs simultaneously.

• Exceptional written and verbal communication skills, with the capability to effectively communicate with clients, senior leadership, and cross-functional teams.

• Willingness to travel up to 25%, depending on seasonal and client requirements.

• Proficiency with Microsoft Office, including Excel and PowerPoint, and AI platforms such as Claude and ChatGPT.

🏝️ Benefits

• Bonus/commission eligibility under XO Health's applicable incentive compensation program.