CrawlJobs Logo
Personify Health Logo Personify Health · Insurance

Account Manager, TPA

United States 75000.00 - 95000.00 USD / Year · Job Posted March 13, 2026
Apply Position
Job Link Share

Job Description

Account Managers in TPA environments aren't just relationship coordinators—they're operational lifelines who keep complex client relationships running smoothly through proactive service and quick problem resolution. As our Account Manager, you'll serve as the primary day-to-day contact for assigned self-funded group clients, handling inquiries, coordinating internal teams, and ensuring service commitments are met consistently. You'll partner closely with Strategic Account Executives to support strategic planning and QBR execution while owning the operational details that determine whether clients feel supported or frustrated. Your ability to monitor service levels, prepare reports, and resolve issues before they escalate directly impacts client satisfaction and retention.

Job Responsibility

  • Serve as primary client contact: Act as the main point of contact for assigned clients, responding promptly to inquiries and providing creative solutions that meet client needs
  • Monitor service delivery: Track and manage service levels to ensure timely issue resolution, compliance, and adherence to contractual commitments
  • Prepare client reporting: Develop and deliver standard and custom client reports covering claims, utilization, and other key metrics for client review
  • Coordinate internal resources: Partner with cross-functional teams across claims, eligibility, and compliance to meet client needs and deliver seamless service
  • Support strategic initiatives: Assist with renewals, plan changes, and strategic initiatives while supporting delivery of QBRs and renewal processes
  • Maintain documentation: Keep accurate client records, communication logs, and CRM system entries to ensure continuity and accountability
  • Escalate appropriately: Identify and escalate complex issues to Strategic Account Executive or Director when client needs exceed standard resolution pathways
  • Support client onboarding: Assist with new client onboarding and internal system setup to ensure smooth transitions
  • Stay regulatory-informed: Maintain knowledge of regulatory issues affecting benefit plans and proactively update clients when requirements change
  • Develop product expertise: Build thorough knowledge of Personify Health benefit-related products through ongoing training and product updates

Requirements

  • Bachelor's degree or equivalent in related discipline
  • 3+ years account management experience
  • 3+ years experience in health insurance, employee benefits, or healthcare industry, specifically with TPA/self-funded groups
  • Prior TPA experience strongly preferred
  • Knowledge of health plan testing, regulatory compliance, and insurance plan administration mandates
  • Experience preparing client reports and presentations
  • Proficiency with CRM systems for documentation and relationship management
  • Ability to travel for multiple days at a time when needed

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
Personify Health - All Job Offers

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Suggested Tags: Frontend Developer Secretary Talent Manager Salesforce Administrator Data Analyst
Similar Jobs for

Account Manager, TPA

8 matching positions

Senior Finance Manager - TPA

As our Senior Finance Manager for TPA operations, you'll serve as the financial ...
Location
Location
United States
Salary
Salary:
115000.00 - 130000.00 USD / Year
personifyhealth.com Logo
Personify Health
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
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
Read More
Arrow Right

Senior Account Manager

Senior Account Managers don't just manage accounts—they own the success of our m...
Location
Location
United States
Salary
Salary:
90000.00 - 100000.00 USD / Year
personifyhealth.com Logo
Personify Health
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
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
Read More
Arrow Right

Change Communications Manager, TPA Client Migrations

Because health is personal. That's why Personify Health created the first and on...
Location
Location
United States
Salary
Salary:
85000.00 - 110000.00 USD / Year
personifyhealth.com Logo
Personify Health
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in Communications, Marketing, Journalism, English, or related field (relevant work experience may replace degree)
  • 5+ years experience in client communications, change communications, or related communications role
  • Experience in TPA, health plan, benefits administration, or managed care environment preferred
  • Demonstrated experience developing and executing communication strategies for technology migrations, platform transitions, or digital transformation programs
  • Proven track record producing communications across multiple formats and channels
  • Experience managing communications in client-facing B2B services environment with complex stakeholder expectations
  • Experience supporting claims system migrations, benefits platform transitions, or digital experience redesigns in TPA or health plan setting preferred
  • Experience partnering with senior leadership
  • Certification or formal training in change management (Prosci/ADKAR) a plus
  • Exceptional written communication skills for diverse audiences with varying technical sophistication
Job Responsibility
Job Responsibility
  • Develop communication strategy: Create, own, and maintain comprehensive external client communication plans aligned to platform migration phases, milestones, and go-live timelines
  • Design multi-audience framework: Build communication framework that segments messaging by client type, engagement level, migration tier, and channel preference
  • Own change communications accountability: Serve as primary point of accountability for client-facing change communications
  • Produce multi-format content: Draft, edit, and manage high volume of communications across formats
  • Create tailored messaging: Develop both broad 1-to-many communications and bespoke client-specific communications
  • Translate technical complexity: Convert technically complex changes into clear, accessible language
  • Maintain editorial standards: Ensure brand consistency and consistent voice
  • Assess change impact: Lead external change impact assessments
  • Identify readiness gaps: Recognize client readiness gaps, communication risk areas, and dependencies
  • Monitor client sentiment: Track client feedback
What we offer
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
  • Financial protection
  • Professional development with clear career progression and learning budgets
  • Mission-driven culture
  • Fulltime
Read More
Arrow Right

Director, Account Management - TPA

Account management leadership isn't about overseeing transactions—it's about bui...
Location
Location
United States , Tempe
Salary
Salary:
130000.00 - 150000.00 USD / Year
personifyhealth.com Logo
Personify Health
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree or equivalent in related discipline
  • 10+ years experience in population health, health plan, health system growth, or related field
  • Sales and/or Account Management experience along with healthcare and/or data analytics experience required
  • TPA or health plan experience required
  • 5+ years leading and developing teams in matrix organization
  • Proven expertise in account service/consultative selling techniques, product knowledge, procedures, and administration
  • Solid understanding of employee benefits and managed care products, self-funded business, labor community, pharmacy, and stop loss underwriting and pricing disciplines
  • Proficiency with Microsoft Office Suite and Salesforce
  • Strong business acumen with knowledge of current practices, trends, benchmarks, and competitive landscape in healthcare
  • Understanding of US and/or global healthcare ecosystem and employer-sponsored coverages
Job Responsibility
Job Responsibility
  • Lead account management team: Manage Strategic Account Executives and Account Managers supporting a portfolio of Fortune 500, national, and global clients, developing and instilling consistent standards of excellence while guiding a diverse, high-performing team
  • Drive commercial accountability: Own reliable revenue, expansion, and retention targets across your portfolio, ensuring team delivers on growth objectives through renewals, expansions into new products and services, and proactive risk mitigation
  • Provide pipeline oversight: Deliver meaningful insights and leading indicators of revenue growth and risk to leadership through diligent, accurate pipeline management and oversight of client revenue, opportunities, and retention trending
  • Develop and coach team members: Provide thoughtful feedback, development opportunities, recognition, and ongoing direction through consistent, well-prepared team meetings, 1:1s, and timely performance reviews
  • Model executive engagement: Demonstrate how to build rapport and establish credibility with account stakeholders at strategic levels (CHRO, VP Total Rewards) through consistent executive presence, domain knowledge depth, and diligent preparation
  • Guide strategic client planning: Coach team to proactively identify client objectives, challenges, and leadership priorities while uncovering barriers and developing actionable, client-specific strategic plans that maximize satisfaction and ROI
  • Oversee business reviews and presentations: Ensure team delivers high-quality business reviews that derive insights from data, help clients plan future direction with health cost insights, and present product capabilities and thought leadership effectively
  • Lead pricing and negotiations: Provide oversight and support for pricing, proposals, RFPs, contract management, and negotiations to secure favorable outcomes
  • Monitor contract compliance: Ensure all client contractual obligations are met across portfolio while communicating contractual risks to appropriate Personify Health leadership
  • Collaborate cross-functionally: Work across internal teams to improve processes and products while recognizing those supporting team success and ensuring seamless service delivery
What we offer
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
Read More
Arrow Right

Manager, Trust Accounting - TPA

We're seeking an experienced financial operations leader who can oversee our TPA...
Location
Location
United States , Fresno
Salary
Salary:
75000.00 - 85000.00 USD / Year
personifyhealth.com Logo
Personify Health
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
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
Read More
Arrow Right

Manager, Implementation Project Management - TPA

A client's first experience with Personify Health isn't shaped by promises — it'...
Location
Location
United States , Tempe
Salary
Salary:
90000.00 - 105000.00 USD / Year
personifyhealth.com Logo
Personify Health
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in a related field, or equivalent experience
  • 5+ years of project management or client implementation experience, with direct client and/or broker-facing responsibilities required
  • Experience in health plan insurance, benefits administration, or a TPA environment strongly preferred
  • Microsoft Office Suite
  • Project management tools including Microsoft Project, Smartsheet, or similar platforms
Job Responsibility
Job Responsibility
  • Lead and develop your team: Mentor, coach, and manage a team of Implementation Project Managers at varying experience levels, providing day-to-day guidance that builds capability and drives consistent, high-quality delivery across the portfolio
  • Own complex client implementations: Serve as the client-facing expert on all operational aspects of Personify Health's health plan administration solutions — managing timelines, dependencies, risks, and stakeholder alignment from kickoff through go-live
  • Drive proactive risk management: Identify implementation risks, dependencies, and barriers early, escalating issues and coordinating cross-functional resolution before they become client problems
  • Manage escalations and ensure seamless handoffs: Resolve client and broker concerns with urgency and professionalism, and partner with account management and operations teams to ensure clients transition out of implementation without missing a beat
  • Support business growth: Participate in pre-sales activities including RFP responses, prospect meetings, finalist presentations, and operational solutioning — bringing implementation credibility to the sales process
What we offer
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
Read More
Arrow Right
New

Benefits Specialist

Under direct supervision of the Benefits Manager, performs a variety of routine ...
Location
Location
United States , Glendale
Salary
Salary:
Not provided
casinocareers.com Logo
Casino Careersv
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Associate’s degree plus four (4) years of working hands-on with employee benefit programs, with multi-property experience and a minimum of 1200 team members required, to include developing programs, direct interaction with team members related to benefits, compliance with pertinent legal issues including Employee Retirement Income Security Act (ERISA) and Cafeteria Plans (Section 125) or equivalent combination of education and experience
  • Bilingual in Spanish is preferred
  • CEBS, PHR, SPHR or CBP certification preferred
  • Gaming experience preferred
  • Must be 18 years of age or older
  • No felony, theft or stealing convictions allowed
  • Must be able to pass a pre-employment drug/alcohol screen, background investigation, obtain and maintain gaming license
  • Knowledge and understanding of employee benefits principles, practices, procedures, and documentation
  • Knowledge of state and federal laws pertaining to employee benefits, COBRA, and IRS Section 125, FMLA, Americans with Disabilities Act (ADA) and 401(k)
  • Knowledge of open enrollment systems and procedures
Job Responsibility
Job Responsibility
  • Responsible as assigned, for the implementation, communication and administration of the benefit and leave programs
  • Manages leave programs including Family Medical Leave (FML) and non-FML leaves of absence
  • Provides individual benefits counseling to team members
  • Coordinates disability processes and payments and advocates for Team Members with vendors
  • Performs daily administration of benefits plans including processing changes and updates in Human Resources Information System (HRIS)
  • Works with appropriate personnel to build and maintain benefits reports
  • Coordinates the benefit enrollment process for all team members
  • Audits new hire elections before they are transmitted to vendor(s)
  • Audits eligibility files to carriers and resolves any outstanding issues before transmitting
  • Ensures timely processing of Qualified Family Status Changes and Qualified Medical Support Court Orders (QMSCO)
What we offer
What we offer
  • Flexible schedules
  • paid time off
  • tuition assistance
  • insurance options
  • competitive salaries
  • great benefit packages
  • career advancement opportunities
  • Fulltime
Read More
Arrow Right

Meritain Vice President of Sales - National Accounts

We’re building a world of health around every individual — shaping a more connec...
Location
Location
United States , Hartford
Salary
Salary:
54400.00 USD / Year
https://www.cvshealth.com/ Logo
CVS Health
Expiration Date
August 11, 2026
Flip Icon
Requirements
Requirements
  • 10+ years of relevant healthcare sales industry experience
  • TPA experience highly preferred
  • Extensive self-funding experience working with large, self-funded National and complex clients
  • Ability to explain the relevant process elements and issues in relation to organizational issues and trends in sufficient detail during discussions
  • Persuasive Presentation Skills demonstrating value and moving client to purchase
  • Ability to successfully negotiate with internal/external clients to achieve profitable wins in market
  • Has a complete understanding of business financials, products, and services
  • Ability to travel within the assigned market
  • Established relationships with Brokers in the market
  • Extensive experience with the RFP process
Job Responsibility
Job Responsibility
  • Develops new business opportunities and cultivates strong, productive, and influential relationships to generate new sales of large or more complex accounts and prospects
  • Implements strategies necessary to attain sales objectives in assigned areas
  • Manages complex negotiations and consults on challenging renewals to position products, rate levels, and expanded product portfolios to increase sales or support difficult renewals and maximize revenue
  • Works with the clients to identify their needs and utilize our full product array to put together a multifaceted package for the client
  • Manages the integration of clients and Meritain's internal organizations and partners cross-functionally to complete sales, installation, servicing, and product development activities as appropriate
  • Identifies opportunities to partner with the client by drawing from the entire spectrum of product lines, illustrating a keen understanding of clients' multifaceted needs and benefits utilizing Meritain's full product array
  • Coordinates sales materials, testimonials, and subject matter expert involvement in support of the successful delivery of constituent presentations
  • Oversees communication and planning among key stakeholders and presents a successful finalist presentation
  • Identifies and capitalizes on emerging trends in the marketplace by participating in community and industry events as a Meritain representative
  • Collaborates with account management on their assigned book of business
What we offer
What we offer
  • medical, dental, and vision coverage
  • paid time off
  • retirement savings options
  • wellness programs
  • other resources
  • Sales Incentive Commission
  • Fulltime
Read More
Arrow Right