Client Success Manager, TPA

Overview

Who We Are

 

We’re Personify Health. We’re the first and only personalized health platform company to bring health, wellbeing, and navigation solutions together. Helping businesses optimize investments in their members while empowering people to meaningfully engage with their health. At Personify Health, we believe in offering total rewards, flexible opportunities, and a diverse inclusive community, where every voice matters. Together, we’re shaping a healthier, more engaged future.

Responsibilities

Ready to Build Lasting Relationships That Drive TPA Client Success?

We're seeking an experienced Account Manager with direct client service experience focused on self-funded groups. As our TPA Client Success Manager, you'll play critical role in building positive relationships, managing expectations, resolving issues, and finding solutions that ensure client satisfaction and retention.

 

What makes this role different

 

✓ TPA expertise required: Prior experience working for TPA or with self-funded groups is essential for success in this role

✓ Relationship building: Serve as main point of contact while providing positive experience through timely responses and creative solutions

✓ Strategic planning: Initiate and monitor renewals while evaluating market conditions and implementing new strategies

✓ Regulatory knowledge: Stay informed of issues affecting benefit plans while updating clients on necessary changes

 

What You'll Actually Do

Serve as primary contact: Support incoming service inquiries and refer complex questions to sales team while providing positive experience through timely, creative solutions.

 

Manage renewal process: Initiate and monitor renewals in collaboration with sales team to evaluate market, analyze plan data, and implement new strategies.

 

Oversee implementations: Manage implementation of new contracts by overseeing underwriting process and installation documentation while maintaining thorough product knowledge.

 

Provide regulatory guidance: Stay informed of regulatory issues affecting benefit plans and update clients when necessary while gathering product information for comparison.

 

Support business intelligence: Compile competitor data and market insights while documenting interactions in CRM system and maintaining organized filing systems.

 

Ensure business success: Meet with clients face-to-face to ensure business objectives are met while monitoring commission payments and managing delinquent payment calls.

Qualifications

What You Bring to Our Mission

The foundation:

• Bachelor's degree or equivalent in related discipline
• 3+ years experience as Account Manager
• 3+ years experience in health insurance, employee benefits, or healthcare industry, specifically with TPA/Self-funded groups

The regulatory expertise:

• Knowledge of health plan testing, regulatory compliance, and mandates regarding insurance plan administration
• Willingness to travel for multiple days at a time
• Understanding of complex benefit structures and plan management requirements

The professional competencies:

• Strong interpersonal, presentation, and writing skills with strong organizational abilities and detail orientation
• Demonstrated ability to collaborate with agile approach and comfort with change
• Self-directed with proven ability to work independently while serving as trusted advisor with clear communication style

 

Why You'll Love It Here

 

We believe in total rewards that actually matter—not just competitive packages, but benefits that support how you want to live and work.

 

Your wellbeing comes first:

• Comprehensive medical and dental coverage through our own health solutions (yes, we use what we build!)
• Mental health support and wellness programs designed by experts who get it
• Flexible work arrangements that fit your life, not the other way around

Financial security that makes sense:

• Retirement planning support to help you build real wealth for the future
• Basic Life and AD&D Insurance plus Short-Term and Long-Term Disability protection
• Employee savings programs and voluntary benefits like Critical Illness and Hospital Indemnity coverage

Growth without limits:

• Professional development op