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Account Specialist
Personify Health. Collaborate across business functions to meet client needs and follow through on outstanding items until resolution .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client relationship management and strategic input for client success within the health insurance and employee benefits sectors. Proficient in onboarding clients, collaborating with HR executives, and maintaining detailed client records.
Highest-signal resume keywords
Health Insurance ExperienceClient OnboardingClear Communication SkillsCollaboration AbilitiesAnalytical Capabilities
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Detail-OrientedProactive Problem-SolvingRelationship Building
Industry Keywords
Employee BenefitsHuman ResourcesHealthcare IndustryClient MeetingsContract Renewal Process
About the role
Key responsibilities & impact- Collaborate across business functions to meet client needs and follow through on outstanding items until resolution
- Track internal performance to confirm client expectations are consistently met
- Maintain accurate, up-to-date client records
- Research complex issues, access necessary resources, and escalate to appropriate internal experts
- Participate in and host client meetings as needed
- Assist in organizing open enrollment strategies, health fairs, and employee education sessions
- Support Account Managers during the contract renewal process
- Provide ongoing analysis and strategic input for client success
Requirements
What you’ll need- 1+ years experience in health insurance, employee benefits, human resources, or healthcare industry
- Experience onboarding new clients and providing account-based service preferred
- Comfort working with HR Directors and Executives
- Clear written and verbal communication skills
- Strong collaboration abilities to work effectively across business functions
- Detail-oriented approach with strong organizational and analytical capabilities
- Ability to build relationships with diverse stakeholders
- Proactive problem-solving mindset with ability to work independently and as part of team
Benefits
Comp & perks- Competitive base salary
- Comprehensive medical and dental through our own health solutions
- PTO Plan
- Mental health support
- Retirement planning
- Financial protection
- Professional development with clear career progression and learning budgets
- Mission-driven culture where diverse perspectives drive real impact
- Wellness programs
- Other employee perks
- Full benefits package starting day one