Account Manager, TPA Job at Personify Health

Meritain Manager, Account Executive

We’re building a world of health around every individual — shaping a more connec...

Location

United States

Salary:

54400.00 - 139240.00 USD / Year

CVS Health

Expiration Date

April 30, 2026

Requirements

7+ years of Self-funded health care experience
7-10 years sales and/or account management experience in health care
Current life/accident/health license
Previous client management experience with carrier, TPA or account management with broker experience
History of successful client account retention rate and revenue growth
Experience with large National size clients is a plus
Ability to travel as needed
Bachelor’s degree in business or related field, or equivalent work experience

Job Responsibility

Develops and implements account management and cross/up sell strategies to build and maintain strong external and internal relationships to achieve customer satisfaction, revenue, membership, and earnings objectives for existing customers in assigned business segments, products, and geographies for a base of large market or multi-product and geography accounts
Serves as the primary interface for all products and services and creates demand for the organization's products and services by raising their profile with customers
Develops and executes account management strategy for a strategic, multi-geography or high tier book of business to include discussions on service levels and expectations, process improvements, operation of benefits plans, identification of gaps in service levels, and determination of root causes and solution development through cross-functional coordination via internal and external senior or executive levels decision makers
Develops and executes the renewal process ensuring appropriate margins and customer/membership retention targets are achieved
Assesses the competitive environment and develops sales strategies to capitalize on market opportunities and drive a competitive advantage
Develops and maintain and executes strategic cross-functional annual business plan and account strategy by customer that reflects the customer’s business objectives and how Aetna solutions align with those objectives to achieve our operational, financial, network, clinical and relationship initiatives (internal and external version)
Works collaboratively within Aetna and across business functions to ensure customer needs are understood and key issues are addressed
Responsible for Customer Strategy & Relationship Management for day-to-day contacts, senior management, and key decision makers
Understands industry trends, market dynamics and able to tie these levers to the Customer's/Account Strategy
Leads coordination for communications of any CVS/Aetna News

What we offer

Affordable medical plan options
401(k) plan (including matching company contributions)
Employee stock purchase plan
No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching
Paid time off
Flexible work schedules
Family leave
Dependent care resources
Colleague assistance programs
Tuition assistance

Fulltime

New

Senior Account Manager

Senior Account Managers don't just manage accounts—they own the success of our m...

Location

United States

Salary:

90000.00 - 100000.00 USD / Year

Personify Health

Expiration Date

Until further notice

Requirements

Bachelor's degree or equivalent in related discipline
6+ years experience in TPA, health plan administration, or benefits account management
Strong understanding of ERISA, COBRA, ACA, and plan funding mechanisms
Experience supporting self-funded clients and managing complex plan designs
Proven leadership or mentoring experience strongly preferred
Proficiency with Microsoft Office Suite
Experience with client management platforms (Gainsight, Salesforce, Confluence, Jira)
Strong relationship-building, presentation, and negotiation capabilities

Job Responsibility

Own complex client service delivery: Manage day-to-day service for high-priority and complex existing accounts, ensuring superior service delivery and proactive issue resolution
Monitor and strategize proactively: Track performance metrics, identify potential service issues or trends early, and develop engagement strategies in collaboration with Strategic Account Executives
Lead client relationships: Maintain comprehensive knowledge of client expectations and goals to effectively present information, respond to questions, and follow up on inquiries with authority
Drive client meetings: Lead client meetings and present performance data, reports, and strategic recommendations that demonstrate value and identify opportunities
Partner on implementation: Collaborate with Implementation team to ensure successful onboarding for new clients transitioning into your portfolio
Serve as client advocate: Act as customer advocate within Personify Health, partnering with internal departments to develop, implement, and drive strategies that meet requirements and enhance offerings
Collaborate strategically: Work closely with Strategic Account Executive on strategic planning, growth opportunities, and year-round client program plans
Mentor team members: Guide and support junior Account Managers, serving as knowledge resource and helping build their capabilities
Manage escalations: Handle complex escalations and serve as liaison between clients, internal departments, and leadership for issue resolution
Maintain client management systems: Keep internal tools current (Gainsight, Salesforce, Confluence, Jira) and serve as subject matter expert responsible for training clients on tool utilization

What we offer

Competitive base salary and benefits effective day one
Comprehensive medical and dental through our own health solutions
Unlimited PTO
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

Fulltime

Strategic Account Executive - TPA

We're seeking a proven account executive who can drive annual revenue growth thr...

Location

United States

Salary:

105000.00 - 115000.00 USD / Year

Personify Health

Expiration Date

Until further notice

Requirements

Bachelor's degree or equivalent in related discipline
8+ years experience in sales and/or client success roles in health insurance, employee benefits, healthcare industry, or related field
TPA experience required
Direct experience with client management, benefits strategy management, data analytics, health promotion research, or related sales experience
Solid understanding of employee benefits and managed care products, self-funded business, and labor community
Knowledge of pharmacy and stop loss underwriting and pricing disciplines
Proven ability to develop and maintain high level of expertise in account service/consultative selling techniques, product knowledge, procedures, and administration
Proven ability to handle complex situations, deliver renewals, and increase lines of business on existing clients
Excellent knowledge and skill using Microsoft Office Suite and Salesforce
Experience with complex RFP proposals, negotiations, and contract oversight

Job Responsibility

Drive revenue growth: Own reliable revenue and expansion targets, supporting all aspects of complex renewals and expansion sales efforts including Salesforce pipeline management, RFP proposals, negotiations, and contract oversight
Build executive relationships: Establish rapport and credibility with account stakeholders at all organizational levels through consistent executive presence, depth of domain knowledge, and diligent preparation
Provide strategic consultation: Proactively identify and understand client objectives, challenges, and leadership priorities while uncovering barriers and developing actionable, client-specific strategic plans
Deliver thought leadership: Develop and deliver presentations including business reviews, executive reporting, strategic planning, product capability overviews, and research presentations that derive insights from data
Ensure client satisfaction: Support positive client satisfaction scores and provide oversight for proactive action plans required to maintain positive relationships and secure reference-ability
Monitor contract compliance: Confirm all client contractual obligations are met while communicating any contractual risks to appropriate Personify Health management
Lead internal communications: Maintain ongoing and consistent leadership and stakeholder communications regarding client feedback, status, and strategic action plans for your book of business
Partner with Account Management: Collaborate with assigned Account Managers to ensure seamless client service, aligned strategy execution, and shared accountability for client success

What we offer

Comprehensive medical and dental coverage through our own health solutions
Mental health support and wellness programs designed by experts who get it
Flexible work arrangements that fit your life, not the other way around
Retirement planning support to help you build real wealth for the future
Basic Life and AD&D Insurance plus Short-Term and Long-Term Disability protection
Employee savings programs and voluntary benefits like Critical Illness and Hospital Indemnity coverage
Professional development opportunities and clear career progression paths
Mentorship from industry leaders who want to see you succeed
Learning budget to invest in skills that matter to your future
Competitive base salary plus commission plan that rewards your success

Fulltime

Manager, Trust Accounting - TPA

We're seeking an experienced financial operations leader who can oversee our TPA...

Location

United States , Fresno

Salary:

75000.00 - 85000.00 USD / Year

Personify Health

Expiration Date

Until further notice

Requirements

Bachelor's degree in accounting, finance, business administration, or related field
Minimum 5 years experience supervising and/or managing teams, or equivalent combination of education and experience
Proficiency in MS applications including advanced Excel skills for financial analysis and reporting
Understanding of trust accounting principles, reconciliation processes, and financial controls
Experience with positive pay systems and funding management processes
Ability to take direction and work effectively with leadership while providing strategic input on trust operations
Strong supervisory skills for managing, training, and developing team members
Good time management skills with highly organized approach to managing multiple priorities
Excellent interpersonal and communication skills with strong customer orientation
Ability to work effectively in team environment while collaborating cross-functionally

Job Responsibility

Lead team operations: Supervise Trust Accounting team employees while providing training, performance management, and development opportunities for team growth
Manage issue resolution: Oversee group inboxes and issue resolution while ensuring timely, accurate responses to internal and external stakeholders
Maintain financial controls: Review and document controls while establishing processes that ensure accuracy, compliance, and operational efficiency across trust operations
Oversee reconciliations: Manage critical reconciliation processes while ensuring accuracy and timely completion of all financial reconciliations and reporting
Lead funding operations: Coordinate funding management and positive pay processes while maintaining accurate tracking and documentation of all fund movements
Build banking partnerships: Develop and maintain strategic bank relationships while serving as primary liaison for banking operations and issue resolution
Support cross-functional needs: Assist other departments in resolution of client and vendor issues while providing reports as needed to support business operations
Provide operational backup: Support other locations as needed while ensuring consistent processes and service delivery across all trust accounting functions
Document processes: Create and maintain comprehensive process documentation while implementing controls that support scalability and compliance

What we offer

Comprehensive medical and dental coverage through our own health solutions
Mental health support and wellness programs designed by experts who get it
Flexible work arrangements that fit your life, not the other way around
Retirement planning support to help you build real wealth for the future
Basic Life and AD&D Insurance plus Short-Term and Long-Term Disability protection
Employee savings programs and voluntary benefits like Critical Illness and Hospital Indemnity coverage
Professional development opportunities and clear career progression paths
Mentorship from industry leaders who want to see you succeed
Learning budget to invest in skills that matter to your future
Unlimited PTO policy because rest and recharge time is non-negotiable

New

Senior Finance Manager - TPA

As our Senior Finance Manager for TPA operations, you'll serve as the financial ...

Location

United States

Salary:

115000.00 - 130000.00 USD / Year

Personify Health

Expiration Date

Until further notice

Requirements

Bachelor's degree in Finance, Accounting, Economics, or related field
5-10 years experience in similar financial planning and analysis role
Prior TPA experience is a plus
Strong proficiency in Excel and Power BI
Experience with financial planning systems (Anaplan and NetSuite preferred)
Excellent analytical skills with ability to translate data into actionable insights
Clear and effective communication skills (verbal and written) for presenting financial information to non-finance audiences
Proven ability to form strong business partner relationships and influence decision-making

Job Responsibility

Analyze and forecast headcount
Manage vendor spend forecasting
Partner with business leaders
Lead monthly expense analysis
Prepare OpEx reporting
Drive annual planning processes
Develop cost-benefit analyses
Manage project accounting
Support leadership requests
Maintain and improve systems

What we offer

Competitive base salary and benefits effective day one
Comprehensive medical and dental through our own health solutions
Unlimited PTO
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

Fulltime

Account Executive II

This job is directly responsible for the retention, growth and profitability of ...

Location

United States , Working at Home - California

Salary:

64000.00 - 96000.00 USD / Year

Canonsburg General Hospital

Expiration Date

Until further notice

Requirements

Bachelor's Degree in Business Administration/Management or related field
6 years of progressive related experience in lieu of Bachelor's degree
2 - 5 years of proven experience in Account Management, Sales, Marketing, Client Facing position
State specific Producer License in Accident & Health or obtained within 90 days from hire date
Valid Drivers License
Proven ability to develop strong customer/client relationships to influence people and affect change
Negotiation skills and demonstrated ability to influence decision makers
Demonstrated ability to teach new insights and perspectives to customers, producers, consultants & partners
Proven problem solving and analytical skills
Strong business acumen

Job Responsibility

Account Planning & Management
Develop account renewal strategy to retain customers, membership and drive UCD profitability
Perform Product & Network assessments and develop competitor positioning and strategies to market against the competition
Identify growth and retention opportunities and develop strategies to win this business
Perform profitability analysis and develop strategies to increase customer profitability and interface and collaborate with underwriting, actuarial, provider relations, and product to deliver total product solution and best value to customer
Engage with customer to identify and implement meaningful customer specific reporting
Manage customer open enrollment needs (materials, meetings, etc.)
Manage customer issues to timely and complete resolution while ensuring customer satisfaction and aligning with corporate goals and objectives and meet with customer to perform plan reviews and consultative assessments
Manage customer specific performance guarantees (PGs) including annual confirmation of sold PGs, reporting accuracy of PGS, and timely delivery of PGs to customer
Ensure document compliancy with customer (i.e. documented renewal letters, contracts, Performance Guarantees and other legal documents) and file within corporate repository

Fulltime

Network Operations Liaison

Network operations can make or break client implementations and ongoing satisfac...

Location

United States , Phoenix

Salary:

95000.00 - 110000.00 USD / Year

Personify Health

Expiration Date

Until further notice

Requirements

Bachelor's degree in business administration, healthcare management, or related field
7+ years in network operations, vendor management, or related healthcare services role
Experience defining, managing, and enforcing SLAs with external partners
Proven track record managing complex cross-functional initiatives and external vendor relationships with major carriers
Deep understanding of healthcare networks and carrier operational workflows (Anthem, Aetna, UHG, Cigna structures, file exchanges, service models, escalation paths)
Knowledge of TPA operational processes including claims workflows, eligibility exchanges, provider/network configurations, and benefit design implications
Proficiency with EDI file formats and standards (837, 835, 834, 270/271) and ability to interpret and troubleshoot file exchange discrepancies
Understanding of network tiering, hospital design, and benefit configuration frameworks
Working knowledge of Jira or similar ticketing systems for consolidating cross-team workstreams
Knowledge of legal, contractual, and regulatory requirements related to healthcare network operations

Job Responsibility

Evaluate network capabilities: Assess Personify Health network capabilities and define clear feasibility guidelines to support client commitments, sales opportunities, and solution design
Lead network integration design: Design the end-to-end plan, member, and client experience as it relates to carrier and network integration, including Domestic Tier & Hospital Design structure and configuration logic
Serve as RFP network expert: Act as primary point of contact for all network-related RFP inputs, feasibility assessments, and design questions during sales processes
Coordinate cross-functional operations: Liaison between Account Management, Implementations, Data Operations, and external carrier/network partners to troubleshoot and resolve operational issues
Build tracking and accountability systems: Design and maintain tracking systems (consolidated Jira dashboards or automated summaries) to monitor all outstanding requests with networks, carriers, and payors across the enterprise
Conduct performance reviews: Lead weekly/monthly reconciliations and performance check-ins with each network/carrier/payor, managing backlogs and monitoring SLA adherence
Remove operational barriers: Intervene with networks to resolve aged issues, realign expectations when workflows fall behind, and connect disparate contacts within single networks to streamline communication
Manage escalations and SLAs: Support Account Managers and Implementation Managers in preparing escalations to brokers, clients, or carrier leadership while defining and maintaining SLA frameworks for implementations, renewals, and issue resolution
Drive continuous improvement: Refine processes, relationships, and workflows to continually improve network partnership efficiency and outcomes

What we offer

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

Fulltime

Worker's Compensation Program Manager

The Workers’ Compensation Program Manager is responsible for the effective manag...

Location

United States , Fresno

Salary:

93825.00 - 117275.00 USD / Year

Foster Farms

Expiration Date

Until further notice

Requirements

Bachelor’s degree from an accredited college or university with major coursework in risk management, law, claims, or related technical field preferred
Minimum of 5-7 years of claims experience working for an attorney, insurance carrier, TPA or self-insured employer
Position will be located onsite in the Central Valley
Certifications/Designations: AIC, ARM, CPCU, SIP designation or equivalent certification(s) preferred
Proficient with Insurer Claims systems and Risk Management Information Systems (RMIS)
Strong Computer skills including Excel, Word, PowerPoint, Gmail, Google Suite
Excellent verbal and written communication skills
Empathetic and caring demeanor with a strong focus on customer service
Demonstrated ability to effectively build, develop, and collaboratively work within cross-functional teams
Strong analytical, influential, interpersonal, and organizational skills

Job Responsibility

Oversee TPA and insurance partners to ensure compliance and effective claims handling
Collaborate with legal counsel on complex and litigated claims, including mediations, depositions, and settlements
Partner with HR, Operations, and Safety teams to support return-to-work programs, injury prevention, and incident investigations
Lead quarterly claim reviews to monitor performance and drive continuous improvement
Ensure TPA compliance with contracts, service standards, and regulatory reporting requirements
Develop and track key performance metrics to improve outcomes, reduce costs, and strengthen program effectiveness
Serve as an advocate for injured employees while promoting consistency, fairness, and accountability in claims management
Provide education and guidance to field leaders on incident management and best practices
Stay current on changes in workers’ compensation laws and state regulations to ensure compliance
Oversee reserving practices, ensuring timely and accurate updates

Fulltime

Account Manager, TPA

Personify Health

Location:
United States

Category:
Insurance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 13, 2026

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