Account Manager

About the Role

Key Responsibilities

• Work strategically with clients and broker partners to help develop and enhance company wellness offerings and solutions.
• Strategize with various departments including, but not limited to Coaching, Account Management, Data Processing, and Staffing, Supply Management to ensure screening events, coaching, report delivery timeliness and expectations of the client are achieved.
• Conduct meetings/phone calls with clients and broker contacts to ensure programs are compliant with new industry regulations.
• Lead and manage the client renewal process from start to finish, identifying opportunities for growth and expansion.
• Oversee all client programming, which includes biometric screening events, health coaching, wellness dashboard, and wellness presentations.
• Organize and manage timelines for multiple clients simultaneously, ensuring deadlines are met.
• Ensure client information is updated in IH21's internal client management system.
• Provide frequent status and/or qualification reporting per client requests and deadlines.
• Effectively communicate to clients and brokers the ROI/VOI of their business through client-focused analytical data reviews and report delivery presentations.
• Implement the wellness dashboard and work strategically with client accounts for set-up and delivery of personalized wellness programming and services.
• Respond immediately to all client concerns and incidents, investigate the situation, engage senior and clinical management teams, document findings, and update accordingly.
• Manage time efficiently to focus on activities that ensure client satisfaction, account renewal, and growth.
• Follow all standard operating procedures regarding Protected Health Information in compliance with HIPAA and SOC II regulations.
• Demonstrate a visible working style and act in a manner consistent with IH21 Core Values.
• Perform all duties of the Account Manager and Account Coordinator as needed to ensure successful delivery to clients.
• Participate in after-hours calls.

Requirements

• Bachelor's degree in healthcare or related field preferred, master's degree preferred.
• 3+ years of related health and wellness industry experience.
• Excellent verbal and written communications skills.
• Proficiency in Microsoft Office programs including Word, Excel, Outlook, Teams.
• Strong organizational skills and attention to detail along with the ability to effectively prioritize work demands and project coordination.
• Ability to work effectively both independently and as part of a team with enthusiasm, initiative, and creativity.

Benefits & Perks

• Health Insurance (Medical, Dental, Vision)
• Health Savings Account
• Life Insurance (Company and Voluntary)
• Short-Term and Long-Term Disability
• 401K Plan
• Paid Time Off