Account Manager

Position SummaryThe Account Manager is the primary relationship owner for assigned employer groups, from contract signing through every renewal. The role blends day-to-day account management, plan performance and strategy, and close partnership with our nurse care coordination team serving as the bridge between the employer and plan members so the experience holds together on both sides. Account Managers make sure the plan delivers what was promised: HR partners feel supported, the nurse team has what they need to support members, and the employer sees measurable savings year over year.This is a client-facing, results-oriented role. The right candidate enjoys both the operational craft of running a health plan day-to-day and the strategic work of helping an employer hit long-term cost and engagement goals.Key ResponsibilitiesClient Implementation (New Groups)Lead the implementation process from signed contract through go-live, including kickoff and alignment meetings with the employers HR teamDevelop the member benefits guide and open-enrollment presentation materialsCoordinate with the third-party administrator (TPA) to set up the groups plan, eligibility feeds, and bankingReview plan configuration, member ID cards, and supporting documentation before they reach the employerAttend the employers open enrollment sessions and answer member questions in real timeOngoing Account ManagementServe as the primary point of contact for the employers HR team and brokerProvide account support for questions that come in from groups and brokers plan design, claims status, billing, vendor coordination, and other day-to-day inquiriesManage the shared account management inbox and ticket queue, ensuring service-level commitments are metRoute member care and clinical questions to the nurse team; serve as a bridge so HR and the nurse team stay aligned on member-experience issuesPlan Performance & StrategyOwn quarterly client performance reviews end-to-end: data analysis, presentation, broker and employer meetings, and follow-up actionsMonitor claims data, utilization trends, and plan savings reporting; surface trends that need employer attentionRecommend plan design refinements and member engagement strategies that hit savings and retention goalsDrive employee adoption of direct primary care and preferred provider options through targeted communications and member engagement campaignsRenewalBuild and deliver the annual renewal presentation, including benchmarking, plan design recommendations, and savings projectionsProvide claims and utilization analysis to the sales team for stop-loss negotiationsPlan and deliver open enrollment for renewing groupsReview the renewal-year plan configuration before it goes liveWhat Success Looks LikeHigh employer retention and renewal rate across your assigned bookYear-over-year reduction in per-member healthcare costs for your groupsStrong member adoption of direct primary care and preferred provider optionsTimely, high-quality delivery of quarterly performance reviews and renewal materialsService-level commitments consistently met on the account management queueEmployer and broker feedback that reflects trust, responsiveness, and strategic valueRequired Qualifications3+ years of experience in an account management or similar client-facing roleComfort utilizing AI toolsDemonstrated ability to manage multiple client relationships simultaneously and prioritize across competing demandsStrong written and verbal communication skills able to translate complex healthcare data into clear, confident recommendations for HR teams and executivesProficiency with Excel and presentation tools; comfort working with claims and utilization dataWisconsin residency and ability to travel within Wisconsin and nearby surrounding states; valid drivers license requiredPreferred QualificationsExperience in a self-funded or direct primary care environmentFamiliarity with third-party administrator platforms and benefits administration softwareBackground in healthcare claims analysis, population health, or pharmacy benefit managementExperience presenting to executive audiences and supporting renewal negotiationsSkills and CompetenciesSelf-starter. You dont wait to be told what to do. You see what needs to happen, prioritize, and move.Highly organized. You manage timelines, follow-ups, and competing priorities without dropping things even when the volume spikes.Full account ownership. You take responsibility for the whole client relationship and communicate effectively across departments operations, sales, clinical, finance to make sure every piece of the account is understood and moving in the same direction. You treat your assigned groups as if they were your own business proactive, accountable, and detail-oriented.Analytical instinct. You see patterns in claims and utilization data, and you can explain whats driving them in plain language.Calm under pressure. Open enrollment, renewal season, and live escalations are part of the job you stay steady when the volume spikes.Collaborative. You work seamlessly with operations, sales, and clinical colleagues; you know when to escalate and when to own.Adaptable. Youre excited by an evolving, dynamic startup environment comfortable with ambiguity, shifting priorities, and helping build the playbook as you go.Creative problem solver. When the standard answer doesnt fit, you find another way. You think across constraints what the employer needs, what the plan allows, whats possible with the right vendor or workaround and land on a solution that actually works.BenefitsHealth benefits: Coverage under Self Fund Healths own plan, including direct primary care access at no cost. Dental InsuranceRetirement: 401(k) planPaid time off: Unlimited PTOHow to ApplySubmit your resume and a brief note about why this role interests you through this listing. Applications are reviewed on a rolling basis.Self Fund Health is an equal-opportunity employer. We welcome candidates of all backgrounds and do not discriminate on the basis of race, color, religion, national origin, sex, gender identity, sexual orientation, age, disability, veteran status, or any other protected characteristic.Self Fund Health is an equal opportunity employer. recblid 2gpasro6g647lnyoxgqzb6pxlj1x49