Note: The job is a remote job and is open to candidates in USA. Gravie is a company dedicated to creating health benefits that truly benefit small and midsize businesses and their employees. They are seeking an Account Manager - Broker to serve as the primary contact for employer customers, leveraging data to understand client needs and propose strategic growth opportunities in health insurance and employer benefits.
Responsibilities
- 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
Skills
- 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
- Previous start-up or emerging growth company experience
- Experience with self-insured health plans
- Experience establishing processes and standards for superior customer service
Benefits
- Alternative medicine coverage
- Flexible PTO
- Up to 16 weeks paid parental leave
- Paid holidays
- A 401k program
- Transportation perks
- Education reimbursement
- 2 days of paid paw-ternity leave
Company Overview