Account Manager

The Account Manager (AM) manages and grows the service relationship between Tria Health, its new and existing clients, brokers, health care consultants and other managed care organizations, by performing the following duties personally or in collaboration with other Tria Health personnel. 

Essential Duties and Responsibilities:

• Overall responsibility for maintaining and growing existing client relationships, including their respective brokers and health care consultants.
• Coordinate and manage tasks of all parties internal and externally involved in the implementation of each new client.
• Attends off-site renewal, implementation and/or service meetings. 
• Represent Tria Health at client benefit fairs and open enrollment meetings.
• Work with marketing to develop customized communication plans for clients to increase awareness of Tria Health and increase enrollment.
• Research and resolve client issues pertaining to eligibility and billing.
• Provide reporting to clients on a monthly, quarterly, and annual basis. 
• Analyze and interpret clients’ reporting and make recommendations specific to each client and their short and long-term strategies. 
• Assist our Vice Presidents of Sales with preparation for client meetings as needed.
• Record pertinent communication within Salesforce for client communication consistency across account management and sales team. 
• Responsible for the development and maintenance of AM department policies and procedures.
• Contribute to company goals and objectives, implement programs, and train team members.
• Manage and report performance standards for department.
• Assist with training of new AMs as needed. 
• Communicates job expectations, monitoring, and appraisal of job execution for AM department.

Education/Experience:

• Bachelor’s degree and/or 3-5 years of related experience.
• 3-5 years of account management or operations experience, or equivalent education and/or work experience.
• Experience in health benefits and/or care management is preferred.

Job Competencies:

• Highly organized with strong multitasking and attention to detail.
• Able to prioritize and manage workload effectively in a fast-paced, interrupt-driven environment.
• Self-motivated with a positive attitude.
• Strong verbal and written communication skills across diverse audiences.
• Analytical, with ability to interpret reports and identify data-driven improvements.
• Skilled in business writing and documenting processes and procedures.
• Team-oriented, flexible, and willing to support across functions as needed.
• Professional, respectful, and client-focused demeanor.
• Proficient in Microsoft Office; Salesforce experience preferred.
• Health insurance knowledge a plus.

Physical Demands and Work Environment:

The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Physical Demands: While performing the duties of this job, the individual is regularly required to stand, bend, kneel, sit, walk, and use hands to finger, handle, or feel objects; reach with hands and arms; talk and hear. The vision requirements include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus. Individual must occasionally lift and/or move up to 5 pounds. 
• Work Environment: This job operates in a professional office environment where standard office equipment such as computers, phones, copiers, and printers are utilized. The noise level in the work environment is usually minimal.
• Travel:  Up to 10% per year. 
• Location: Tria Health is located at 1729 Grand Boulevard, Kansas City, MO (Crossroads area). 
• Hours: 40-hour workweek, Monday – Friday in office position but a hybrid schedule can be utilized after 90 days.