Account Manager – Broker

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

📋 Description

• Collaborate effectively with a dedicated Account Management team, including underwriting, Sales, and leadership support, to ensure proactive, comprehensive, and ongoing ownership and accountability for each client.

• Be knowledgeable about client data and ready to partner with clients on strategic recommendations to guide renewals and identify growth opportunities.

• Utilize data to create strategic account plans for clients to assess business needs and, when necessary, suggest modifications to Gravie’s benefit solutions.

• Organize kick-off meetings with employer populations, hold regular meetings with clients, and ensure you provide accurate and timely responses to client inquiries.

• Perform monthly reviews of each client's claims experience, offering updates and suggestions for cost savings.

• Prepare and deliver quarterly progress reports on goals to the client and broker.

• Conduct proactive, data-driven Mid-Year Pulse Checks focusing on intervention strategies, renewal planning, and performance optimization.

• Present strategic renewal proposals to clients and negotiate rates as necessary, collaborating directly with the Underwriting Team and leadership to secure a successful renewal.

• Understand Gravie’s marketing campaigns to leverage accounts for strategically upselling Gravie products based on utilization.

• Be well-informed about all Gravie offerings and the regulatory and compliance requirements of each, continuously educating clients on Gravie’s products and services.

• Ensure a seamless transition for new employer clients from sales to a successful implementation experience.

• Investigate and resolve client issues as well as elevated member concerns from Gravie’s advisor team, considering the “full picture” of the client for resolution.

• Effectively utilize and document client information in our CRM system.

⛳️ Requirements

• Bachelor’s degree or equivalent experience in a relationship or account management field.

• Must hold a health insurance license in your home state.

• Over 3 years of account management experience in the health insurance sector.

• At least 2 years of experience using data to derive insights and make strategic recommendations.

• Experience in a dynamic environment, with the ability to research and solve problems with minimal guidance.

• More than 3 years of collaborative experience across various teams and functions.

• Previous experience in a start-up or emerging growth company (extra credit).

• Experience with self-insured health plans (extra credit).

• Experience in establishing processes and standards for exceptional customer service (extra credit).

🏝️ Benefits

• Health insurance.

• Flexible work arrangements.