Description
We're building a world of health around every individual , shaping a more connected, convenient and compassionate health experience.
In this role, you will be an integral part of the account support team, working alongside the Client Success Executive/Manager and Client Operations Owner (COO) to ensure seamless operational execution for our health plan partners.
Responsibilities:
- Act as the Subject Matter Expert (SME) and operational owner for member journey processes and client collateral, guiding clients through process requirements, implementing requested updates, resolving ad-hoc inquiries, tracking open action items, and ensuring timely follow-through
- Own the end-to-end meeting documentation process for both client-facing calls and internal team syncs, including preparing and circulating agendas and decks, capturing comprehensive meeting minutes, and tracking action items
- Capture, document, and track open items and deliverables resulting from client meetings and ongoing email correspondence
- Manage routine ad-hoc client inquiries, collaborating across internal departments to gather information, and delivering timely responses
- Coordinate the intake, internal routing, and client-facing resolution of member grievances
- Partner with internal teams (Production, Business Analysts, Data Relationship Managers) to keep operational workflows moving and maintain alignment on account priorities
- Document and clearly communicate unique client nuances within client profiles, account records, and tracking sheets
- Serve as backup coverage for the Client Success Manager/Executive or Client Operations Owner as needed
- Serve as primary account contact and communication for smaller accounts or lines of business
Required Qualifications:
- 2 to 4 years of relevant experience in operations, client support, or administrative account coordination
- 2 to 4 years stakeholder management
- Direct client-facing experience with a focus on clear verbal and written communication
- Strong proficiency in Google Suite (Gmail, Sheets, Slides) and Microsoft Excel for organization and tracking
- Familiarity with project management or collaboration tools (Asana, Jira, Confluence, PowerBI- user level not developer)
- Proven track record in meeting administration across internal and external calls (agenda preparation, detailed notetaking, and action item tracking)
- Strong organizational skills with the ability to coordinate across internal teams to resolve client requests
- Meticulous self-starter with excellent task prioritization skills in a remote, fast-paced environment
- Confidence to explain operational processes and seek clarification when navigating complex situations
- Demonstrated expertise in reviewing, analyzing, and organizing data using Excel
Preferred Qualifications:
- Knowledge of Medicare, Medicaid, Commercial plan structures – how plans are paid for Member coverage
- Strong commitment to exceeding role expectations and consistently delivering an exceptional client experience
- Familiarity with AI agent technologies and their application in analyzing data, identifying insights, and efficiently answering complex questions
- Proficiency in copywriting, proofreading, or editing, with strong attention to detail and clarity
- Demonstrated experience being the primary facilitator and presenter to clients and matrixed team several times a week over a sustained period of 1+ years.
Education:
- Bachelor’s degree in business, health care, operations management, or related field. An equivalent combination of experience and training may be considered instead of a formal degree.
Benefits:
- Medical, dental, and vision coverage
- Paid time off
- Retirement savings options
- Wellness programs
- Other resources, based on eligibility
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