Gravie

Account Manager - Broker

Remote, United States remote Entry Salary not listed
remote Technology & IT Curated
Sign in to apply Free account — we bring you straight back to this role.

About the role

Hi, we’re Gravie. Our mission is to create health benefits that actually benefit small and midsize businesses and their employees. Our innovative benefit solutions and services are developed and delivered by a diverse group of unique people. We encourage you to be your authentic self - we like you that way.

A Little More About The role:
We’re looking for an Account Manager - Broker to join our rapidly growing team. As the primary contact with our employer customers, the Account Manager uses data to understand Gravie’s client needs and suggest strategic opportunities to inform renewals and growth opportunities. Building strong relationships based on a foundation of trust and expertise in health insurance and employer benefits is your specialty. You enjoy helping people find solutions and answers to their tough questions, and you can explain complex subjects to a variety of audiences.
You Will:
Work cross functionally with a dedicated Account Management team, including, underwriting, Sales, and leadership support to ensure proactive, end to end, and ongoing ownership and accountability for each client

Be well versed in client data and prepared to partner with clients on strategic recommendations to inform renewals and growth opportunities

Use data to develop strategic account plans for clients to evaluate business needs and, as needed, make recommendations for changes to Gravie’s benefit solutions

Facilitate kick-off meetings with employers’s populations, meet with clients regularly, and ensure you are providing accurate and timely answers to clients questions

Conduct monthly reviews of each client's claims experience, providing updates and recommendations for cost savings

Plan for and present quarterly progress reports on goals to the client and broker

Conduct proactive and data driven mid-Year Pulse Checks focused on intervention strategies, renewal planning, and performance optimization

·Present strategic renewal proposals to clients and negotiate rates as needed, working directly with the Underwriting Team and leadership to ensure a successful renewal

Be knowledgeable about Gravies marketing campaigns in order to leverage accounts to strategically upsell Gravie products based on utilization

Be knowledgeable of all Gravie offerings and the regulatory and compliance requirements of each offering and continuously educate clients about Gravie’s products and services

Ensure new employer clients have a smooth transition from sales and have a successful new client implementation experience

Research and resolve client issues and elevated member issues from Gravie’s advisor team, ensuring resolution is taking in account the “full picture” of the client

Effectively use and document client information in our CRM system

You Bring:
Bachelor’s degree or equivalent experience in a relationship or account management field

Must be licensed in health insurance in your home state

3+ years of account management experience in the health insurance industry

2+ years experience using data to gain insights and make strategic recommendations

Experience working in a dynamic environment and comfort researching and solving problems with minimal guidance

3+ years of experience working collaboratively across several teams and functions

Extra credit:
· Previous start-up or emerging growth company experience
· Experience with self-insured health plans
· Experience establishing processes and standards for superior customer service
A Little More About Us:
We know healthcare. Our company was founded and is still led by industry veterans who have started and grown several market-leading companies in the space.
We have raised money from top tier investors who share the same long-term vision as we do of building an industry defining company that will endure over the long run. We are well capitalized.
Our clients love us. Customer satisfaction rates among employees using Gravie health plans consistently rank above 80% – nearly 40 points above the industry average.
Our culture is unique. We tend to be non-hierarchical, merit-driven, opinionated but kind people who thrive working in a high-performance, fast-paced environment. People at Gravie care deeply about making a positive impact in the lives of the people we serve. We may not be the right place for everybody, but if you get energized by doing work every day that focuses on putting consumers at the front of the line, we could be a great place for you. It takes unique people and diverse perspectives to deliver our results. We encourage you to be your authentic self – we like you that way.

Originally posted on Himalayas

Interview prep

Walk in with sharper answers.

Use this as a quick practice sheet before you speak with the employer.

Role
Technology & IT CRM Customer Service Digital Marketing Sales remote

Likely questions

  1. Tell us about work you have done that is close to the Account Manager - Broker role.
  2. How would you approach your first 30 days at Gravie?
  3. Which of CRM, Customer Service and Digital Marketing have you used recently, and what did it help you achieve?
  4. Describe a time you solved a problem without waiting to be told exactly what to do.
  5. How do you stay organised and communicate clearly when working remotely?

Prepare before the call

  • A recent example that proves your experience with CRM, Customer Service and Digital Marketing.
  • One short story with a problem, your action, and the result.
  • Two examples that show the strengths listed on your CV.
  • A clear reason why this role and company interest you.
  • Your availability, preferred work style, and salary expectations.

Ask them

  • What would success look like in the first 90 days?
  • What are the main problems this hire should help solve?
  • How does the team give feedback and measure good work?
  • What does a normal working week look like for this role?
Practice line

I am interested in the Account Manager - Broker role because I can bring practical experience in CRM, Customer Service and Digital Marketing, learn the team quickly, and contribute to the outcomes Gravie needs from this hire.

Related jobs.

More roles from this company or category.