Account Manager, Group Benefits
Heffernan Insurance Brokers
Walnut Creek, CA (Hybrid)
$80K/yr - $90K/yrIn-houseFull-timeMid level3+ years exp.
6 weeks ago
Account Manager - Broker
USA (Remote)
Salary Not AvailableFull time
Posted 5 weeks ago
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Job Description
Hi, we’re Gravie. Our mission is to create health benefits that actually benefit small and midsize businesses and their employees. Our innovative benefit solutions and services are developed and delivered by a diverse group of unique people. We encourage you to be your authentic self - we like you that way.
A Little More About The role:
We’re looking for an Account Manager - Broker to join our rapidly growing team. As the primary contact with our employer customers, the Account Manager uses data to understand Gravie’s client needs and suggest strategic opportunities to inform renewals and growth opportunities. Building strong relationships based on a foundation of trust and expertise in health insurance and employer benefits is your specialty. You enjoy helping people find solutions and answers to their tough questions, and you can explain complex subjects to a variety of audiences.
You Will:
Work cross functionally with a dedicated Account Management team, including, underwriting, Sales, and leadership support to ensure proactive, end to end, and ongoing ownership and accountability for each client
Be well versed in client data and prepared to partner with clients on strategic recommendations to inform renewals and growth opportunities
Use data to develop strategic account plans for clients to evaluate business needs and, as needed, make recommendations for changes to Gravie’s benefit solutions
Facilitate kick-off meetings with employers’s populations, meet with clients regularly, and ensure you are providing accurate and timely answers to clients questions
Conduct monthly reviews of each client's claims experience, providing updates and recommendations for cost savings
Plan for and present quarterly progress reports on goals to the client and broker
Conduct proactive and data driven mid-Year Pulse Checks focused on intervention strategies, renewal planning, and performance optimization
- Present strategic renewal proposals to clients and negotiate rates as needed, working directly with the Underwriting Team and leadership to ensure a successful renewal
Be knowledgeable about Gravies marketing campaigns in order to leverage accounts to strategically upsell Gravie products based on utilization
Be knowledgeable of all Gravie offerings and the regulatory and compliance requirements of each offering and continuously educate clients about Gravie’s products and services
Ensure new employer clients have a smooth transition from sales and have a successful new client implementation experience
Research and resolve client issues and elevated member issues from Gravie’s advisor team, ensuring resolution is taking in account the “full picture” of the client
Effectively use and document client information in our CRM system
You Bring:
Bachelor’s degree or equivalent experience in a relationship or account management field
Must be licensed in health insurance in your home state
3+ years of account management experience in the health insurance industry
2+ years experience using data to gain insights and make strategic recommendations
Experience working in a dynamic environment and comfort researching and solving problems with minimal guidance
3+ years of experience working collaboratively across several teams and functions
Extra credit:
- Previous start-up or emerging growth company experience
- Experience with self-insured health plans
- Experience establishing processes and standards for superior customer service
A Little More About Us:
- We know healthcare. Our company was founded and is still led by industry veterans who have started and grown several market-leading companies in the space.
- We have raised money from top tier investors who share the same long-term vision as we do of building an industry defining company that will endure over the long run. We are well capitalized.
- Our clients love us. Customer satisfaction rates among employees using Gravie health plans consistently rank above 80% – nearly 40 points above the industry average.
- Our culture is unique. We tend to be non-hierarchical, merit-driven, opinionated but kind people who thrive working in a high-performance, fast-paced environment. People at Gravie care deeply about making a positive impact in the lives of the people we serve. We may not be the right place for everybody, but if you get energized by doing work every day that focuses on putting consumers at the front of the line, we could be a great place for you. It takes unique people and diverse perspectives to deliver our results. We encourage you to be your authentic self – we like you that way.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Gravie
Gravie is one of the fastest growing health benefits companies, offering health plans that cover 100% of costs on the most common healthcare services. We work primarily with small and midsize employers, who for too long have had limited choices and few ways to self-fund their employee health plans.If you're an employer or benefits professional interested in learning more about Gravie, contact us at info@gravie.com.
