• 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 external 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.

• Recruit, select, orient, and train employees as directed.

• Communicates job expectations, monitoring, and appraisal of job execution for Account Management Department.

Qualifications

• Must be extremely organized and have the ability to multi-task with attention to detail.

• Strong ability to prioritize and manage workload calmly and efficiently in an environment which can present frequent interruption.

• Self-motivated with a positive attitude.

• Strong oral and written communication skills, using various approaches to communicate effectively with diverse individuals, across a variety of levels within an organization.

• Ability to read, analyze, and interpret reports and generate ideas for improvement opportunities supported by data.

• Ability to write business correspondence, and workflow processes and procedures.

• Strong team player and willingness to work in other functional areas to cover absences or relief, and/or to equalize peak work periods or to otherwise balance the workload.

• Commitment to Tria Health mission statement, vision statement, values, and employee handbook.

• Ability to present yourself to clients professionally exhibiting a positive, respectful attitude that inspires trust in our clients and co-workers.

• Intermediate knowledge of Outlook and Microsoft Office including Excel, Word, PowerPoint, and the internet. Salesforce.com experience is a plus.

• Strong understanding of health insurance benefits is a plus.

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.

Physical Demands and Work Environment

• 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, filing cabinets, and printers are utilized. The noise level in the work environment is usually minimal.

• Travel: Up to 10% per year.

• Location: Tria Health is currently located in Overland Park, KS but will be moving to Kansas City, MO (Crossroads area) early 2024. This is not a remote position. A flexible schedule is permitted after training, however.

• This job description should not be considered an all-inclusive listing of work requirements and may be changed at any time.