Account Manager – Broker

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

📋 Description

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

• Gain a deep understanding of client data and partner with clients on strategic recommendations to guide renewals and identify growth opportunities.

• Utilize data to create strategic account plans and propose adjustments to Gravie’s benefit solutions as necessary.

• Organize kick-off meetings with employer groups, engage with clients regularly, and provide precise and timely responses to client inquiries.

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

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

• Execute proactive and data-driven mid-Year Pulse Checks aimed at intervention strategies, renewal planning, and performance enhancement.

• Present strategic renewal proposals to clients and negotiate rates as required with the Underwriting Team and leadership.

• Utilize Gravie marketing initiatives to strategically upsell Gravie products based on usage.

• Inform clients about Gravie’s products, services, regulatory obligations, and compliance requirements.

• Ensure a seamless transition from sales and successful implementation for new clients.

• Investigate and resolve client issues as well as escalated member concerns from Gravie’s advisor team.

• Effectively document and utilize client information within the CRM system.

⛳️ Requirements

• Bachelor’s degree or relevant experience in a relationship or account management role.

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

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

• More than 2 years of experience applying data to uncover insights and make strategic recommendations.

• Ability to thrive in a dynamic environment with a proven track record of researching and resolving issues with minimal supervision.

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

• Previous experience in a start-up or emerging growth company.

• Familiarity with self-insured health plans.

• Experience in establishing processes and standards for exceptional customer service.

• Proficient in Spanish.

🏝️ Benefits

• Bonus

• Coverage for alternative medicine

• Flexible PTO

• Up to 16 weeks of paid parental leave

• Paid holidays

• 401k program

• Transportation benefits

• Education reimbursement

• 2 days of paid paw-ternity leave

• Standard health and wellness benefits