Account Manager, TPA

Overview

Who We Are

Ready to create a healthier world? We are ready for you! Personify Health is on a mission to simplify and personalize the health experience to improve health and reduce costs for companies and their people. 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?

Why This Role Matters

Account Managers in TPA environments aren't just relationship coordinators—they're operational lifelines who keep complex client relationships running smoothly through proactive service and quick problem resolution. As our Account Manager, you'll serve as the primary day-to-day contact for assigned self-funded group clients, handling inquiries, coordinating internal teams, and ensuring service commitments are met consistently. You'll partner closely with Strategic Account Executives to support strategic planning and QBR execution while owning the operational details that determine whether clients feel supported or frustrated. Your ability to monitor service levels, prepare reports, and resolve issues before they escalate directly impacts client satisfaction and retention.

 

What You'll Actually Do

Serve as primary client contact: Act as the main point of contact for assigned clients, responding promptly to inquiries and providing creative solutions that meet client needs.

Monitor service delivery: Track and manage service levels to ensure timely issue resolution, compliance, and adherence to contractual commitments.

Prepare client reporting: Develop and deliver standard and custom client reports covering claims, utilization, and other key metrics for client review.

Coordinate internal resources: Partner with cross-functional teams across claims, eligibility, and compliance to meet client needs and deliver seamless service.

Support strategic initiatives: Assist with renewals, plan changes, and strategic initiatives while supporting delivery of QBRs and renewal processes.

Maintain documentation: Keep accurate client records, communication logs, and CRM system entries to ensure continuity and accountability.

Escalate appropriately: Identify and escalate complex issues to Strategic Account Executive or Director when client needs exceed standard resolution pathways.

Support client onboarding: Assist with new client onboarding and internal system setup to ensure smooth transitions.

Stay regulatory-informed: Maintain knowledge of regulatory issues affecting benefit plans and proactively update clients when requirements change.

Develop product expertise: Build thorough knowledge of Personify Health benefit-related products through ongoing training and product updates.

 

Qualifications

What You Bring to Our Team

Education & Experience:

• Bachelor's degree or equivalent in related discipline
• 3+ years account management experience
• 3+ years experience in health insurance, employee benefits, or healthcare industry, specifically with TPA/self-funded groups
• Prior TPA experience strongly preferred

Technical Skills:

• Knowledge of health plan testing, regulatory compliance, and insurance plan administration mandates
• Experience preparing client reports and presentations
• Proficiency with CRM systems for documentation and relationship management
• Ability to travel for multiple days at a time when needed

Benefits

 

The Highlights:

• Competitive base salary and benefits effective day one
• Comprehensive medical and dental through our own health solutions (yes, we use what we build)
• Unlimited PTO—rest and recharge time is non-negotiable
• Mental health support, retirement planning, and financial protection
• Professional development with clear career progression and learning budgets
• Mission-driven culture where diverse perspectives drive real impact on people's health

Want the full picture? Visit personifyhealthbenefits.com to explore our complete benefits package, wellness programs, and other employee perks.

 

Compensation: This position offers a base salary range of $65,000-$85,000, depending on location, skills, and experience. You're eligible for our full benefits p