Broker Account Manager

Remodel Health•Indianapolis, IN

21d•Onsite

About The Position

We are Remodel Health, the health benefits platform that revolutionizes health benefits to resource organizations with missions that matter. Our platform shifts organizations from traditional, one-size-fits-all health insurance plans to an individualized health insurance experience for each employee and their family. We were founded on faith-based principles, and have a heart to serve all organizations, from small to large to enterprise. Historically, our core customer pipeline has consisted of churches, K-12 private schools, Christian higher education, and faith-based nonprofits. In recent years, we have grown to serve largely for-profit organizations of all sizes. Our team is collaborative, intentional, and prioritized. We care deeply for our customers and passionately believe there is a better way for employees to receive health benefits from their organization. Learn more about who we are here! We are looking for a highly driven, team-oriented self-starter to join our growing Account Management team! The Account Manager works with Broker Partner, HR Directors, CFOs and CEOs of organizations Remodel Health Serves in order to build long-term relationships with our customers. Account Managers establish key success criteria with customers during implementation and consult with customers to achieve their desired outcomes. This role will support multiple accounts with approximate annual revenue of $2M+.

Requirements

3+ years of experience managing clients with greater than $10,000 in annual revenue
3+ years of experience in health insurance preferred
Managing customer retention efforts preferred
Bachelor's Degree or combined equivalent of education and experience.

Nice To Haves

Health & Life License preferred
Medicare Licensed - Bonus

Responsibilities

Work in partnership with our sales division to set expectations and the timeline for on-boarding organizations
Provide on-going training, support, and education for the Broker, HR Director, CFO and executive stakeholders
Subject matter expert in all areas (MEC, HRA, HSA, ICHRA, Compliance)
Monitor and provide consultation for compliance measures of assigned organizations
Expectation to build relationships and customer loyalty that lead to referral business
Responsible to evaluate and restrategize our custom solution each year with the client and identify new product solutions to meet identified needs (ancillaries, insurance changes, HSA/HRA)
Responsible to plan and organize the annual renewal process for assigned organizations
Responsible to provide monthly updates on each account to Director/VP
Quarterly meetings with assigned organizations built around an annual retention calendar