Account Manager - Healthcare TPA

Job Description

Job Description

Role Title: Account ManagerDepartment: GTM / Sales / Account ManagerReports to: VP, Client ServicesLocation: Florida

About Heathos

Heathos is transforming the healthcare insurance landscape through a connected, data-driven ecosystem that simplifies complexity and drives long-term success. Built on trust, innovation, and integrity, we provide technology, services, and insights that support agencies, carriers, and members at every stage. Our family of brands—FirstEnroll, AdminOne, and SonicMarketing—works together to streamline operations and deliver a seamless insurance experience.

Role Purpose

The Account Manager serves as the primary liaison between FirstEnroll (a healthcare TPA) and its clients and distribution partners, including employers, insurers, brokers, and Independent Marketing Organizations (IMOs). This role ensures smooth service delivery, partner activation, and long-term relationship growth. The Account Manager is both the voice of the client internally and the face of the organization externally, driving satisfaction, retention, and revenue expansion through proactive engagement and strategic account planning.

Key Responsibilities

• Client & Partner Relationship Management: Build and maintain strong relationships with employers, brokers, and distribution partners (IMOs, agencies, agents). Serve as a trusted advisor, ensuring partners are fully activated on Heathos platforms and understand how to maximize them.
• Account Management & Service Delivery: Oversee end-to-end administration of client accounts, including onboarding, plan setup, renewals, and compliance with SLAs.
• Growth & Retention: Develop quarterly account plans with performance goals, campaign ideas, and pipeline updates. Identify upsell and cross-sell opportunities.
• Data-Driven Insights & Reporting: Use CRM tools and dashboards to monitor partner activity, claims data, and utilization trends.
• Industry Expertise & Enablement: Stay current on healthcare regulations, insurance distribution models, and agency activation cycles.

Key Skills & Competencies

• Relationship & Business Skills: Retention-focused mindset, proactive communicator, strong presentation and training abilities.
• Analytical & Technical Skills: Comfort with CRM tools, data dashboards, and interpreting performance metrics.
• Behavioral Skills: Empathetic, organized, detail-oriented, and collaborative across teams.
• Industry Knowledge: Familiarity with TPA operations, health insurance policies, commission structures, and agency distribution models.

Qualifications & Experience

• Bachelor’s degree in healthcare administration, business, or related field.
• 5–10 years in account management, partner success, or relationship management within insurance, benefits, or financial services.
• Proven success in retention, partner engagement, and cross-sell growth.
• Licensed agent experience preferred.
• Proficiency in CRM tools and MS Office Suite.

Performance Metrics (KPIs)

• Client and partner satisfaction (NPS or equivalent).
• Retention and activation rates of accounts and partners.
• Revenue growth within assigned accounts.
• Timeliness and quality of service delivery.
• Resolution time for issues and escalations.

Heathos is proud to be an equal opportunity and affirmative action employer. We are committed to building a workforce that is representative of the agencies, carriers, and members we serve, creating a culture of belonging, and providing an equal employment opportunity regardless of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition (including breastfeeding), expecting or parents-to-be, criminal histories consistent with legal requirements, or any other basis protected by law. See also Know Your Rights: Workplace Discrimination is Illegal.

If you have a need that requires accommodation, please let us know here.

Heathos is a binational company and, in order to facilitate efficient collaboration and communication binationally, English proficiency is a requirement for all roles unless stated otherwise in the job posting.