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Job Summary
The Account Manager is responsible for managing and directing the front-line relationship with non-complex clients including, but not limited to, key decision makers - HR leadership, distributors (brokers), and C-level partners, and internal staff delivering the total healthcare benefit solution. They are responsible for managing the relationship, assuring superior service levels, overall retention of the business, and upsell WebTPA products - where appropriate. What We Can Offer YOU! To support your wellbeing, comprehensive benefits are offered. As a WebTPA employee, you will have access to:
- Medical, dental, vision, life and global travel health insurance
- Life insurance, Short- and long-term disability programs
- Leave programs to support personal circumstances.
- 401(k) includes employer contribution match
- Paid time off, volunteer time off, and 11 holidays
- Additional voluntary benefits options available
- Comprehensive wellness program
Key position details:
- In office at 6535 SH-161 S, Irving Texas 75039
- Full-time position
Essential Functions The essential functions listed represent the major duties of this role, additional duties may be assigned. Client Support:
Respond to client inquiries within 24 hours, acknowledging and building expectations for resolution. Delivering on commitments. Create and maintain a proactive communication strategy with clients, related distributors, business partners, and consultants adequate to identify and address problems and issues expeditiously. Build and maintain a strong understanding of product/service delivery systems and infrastructure adequate to identify and address problems and issues, including information requests, expeditiously.
Client Management:
Evaluate client needs and lead cross functional teams to design, plan, configure, and implement products and services on a timely basis - Renewals, New Client implementation. Schedule and lead client/delivery team meetings; developing and communicating progress against client's plan management strategy; gathering required data, research, and supporting analysis, and handouts/documents to guide the discussion. Build and maintain effective feedback infrastructure to gather critical intelligence on client satisfaction from all sources related to the client's total product/service delivery system, including brokers, consultants, vendors, partners, stop loss carriers, etc., to ensure maximum opportunity to retain the business and related revenues. Build and maintain a strong business/working relationship with clients and distribution networks sufficient to maintain and increase revenues. Identify other opportunities and referrals. Work as a responsible team member supporting projects relating to problem resolution, research, implementations, enrollments, and renewals. Develop and maintain familiarity with WebTPA reporting and analysis tools adequate to report plan performance metrics to brokers, consultants, and clients (5%) Ensure delivery of fully executed client contracts including but not limited to ASA, Plan document, Compliance, Network, PBM, BAA, etc.
Other duties in collaboration and close coordination with manager:
Analyze and evaluate client's plan performance and seek out opportunities to upsell/cross sell WebTPA products and services, or revenue producing partner products and services, while improving the overall service experience to clients and their members. Develop and maintain a thorough understanding of client's objectives for their plan; discuss key performance indicators, analyze issues, and recommend/model changes necessary to achieve those objectives. Communicate and assure client compliance with federally and state mandated requirements. Review and assess clients benefit plans broadly considering key factors - industry, locations, required product/service mix and compliance factors.
Supervisory Responsibilities:
Required Work Experience
5+ years related work experience. Experience Details: in the health insurance industry administration working directly with clients and distribution networks in a healthcare benefit related environment Detailed knowledge of Healthcare Reform. Extensive experience and demonstrated proficiency in all MS Office applications including Word, Excel, Access and PowerPoint. Strong verbal and written communication skills. Writing samples may be requested as proof. Comfortable working and communicating across operational areas within the organization. Can appropriately handle confidential and sensitive information. Ability to present to clients and executives in a confident manner. Managing the message to the intended audience consistent with business objectives Superior client service attitude coupled with excessive energy and enthusiasm. Strong desire to succeed in conjunction with a highly developed work ethic. Extremely driven with the ability to self-manage. High attention to details; particularly those driving benefit plan performance Ability to work independently/autonomously and proactively as well as collaboratively as a member of a team. Analysis - ability to identify problems/issues and propose high-performing solutions. Ability to segment and prioritize workload based on time sensitivities and critical success factors General project management skills
Required Education
Preferred Education
Preferred Qualifications
General Physical Demands
Physical/Environmental Activities
We are an Equal Employment Opportunity employer committed to cultivating a work experience where everyone feels like they belong and can perform at their best in pursuit of our mission. All qualified applicants will receive consideration for employment.
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WebTPA Employer Services, LLC
life insurance, paid time off, 401(k)
Sep 05, 2025