Serve as first level system support for each assigned client
Perform ongoing audits and file reviews, ensuring data and results accuracy
Execute research and analysis to resolve participant cases
Bswift has been transforming benefits administration since 1996, making it simpler, smarter, and more human. They serve thousands of companies and millions of people nationwide, reducing administrative burdens and freeing HR teams to focus on creating thriving, people-first workplaces.
Support/back up the CSE, Senior CSC and CSC responsibilities
Create and present data for Strategic Business Plans, VALUE Summaries, and Performance Standard reports
Investigate/follow-up if Performance Guarantees are not met and present those results to their assigned clients
Navitus was founded as an alternative to traditional pharmacy benefit manager (PBM) models. They are committed to removing cost from the drug supply chain to make medications more affordable for the people who need them.
Responsible for the profitable management of a portfolio of clients, maintain and strengthen relationships with consultants/advisors, and work closely with them to ensure client happiness.
Meet annual financial, growth and profitability objectives for your assigned block of business.
Develop and grow existing client and consultant/advisor relationships by delivering superior service, effectively communicate Manulife’s value proposition and products/services and represent Manulife professionally in client-facing meetings.
Manulife is a leading international financial services provider, helping people make decisions easier and lives better. As part of their global team, you’ll help shape the future you want to see – and discover that better can take you anywhere you want to go.
Own day-to-day client relationships, serving as the primary point of contact.
Provide strategic guidance by translating client business goals into integrated marketing roadmaps.
Drive flawless execution by managing scopes, timelines, budgets, and dependencies across workstreams.
Unlock Health is a full-service marketing communication agency, grounded in technology, built for healthcare and integrated with a managed care consultancy with deep revenue strategy expertise. They brought together leading healthcare firms to solve a core challenge: aligning brand, marketing, technology, and revenue strategy.
Collaborate with partners and employees to drive successful Implementation and maintenance.
Manage post-implementation relationships with broker partners, sales team, and clients.
Guide broker partners through their client’s new healthcare solution, building strategic roadmaps.
ParetoHealth helps small and medium-sized businesses fight the rising cost of employee health benefits. They have a casual and fun work environment, full of people who take the company mission incredibly seriously.
Lead global benefits renewals & global mobility as required
Support international HR team with benefit-related matters across International markets.
Evaluate benefit programs, keep abreast of legislation and proposed statutory requirements governing compensation administration, trends and recommendation appropriate courses of action
Unit4 is an agile, fast-growing cloud company redefining Enterprise Resource Planning (ERP) for mid-market people-centric organizations. With innovative, self-driving, adaptive, and intuitive software, Unit4's customers can spend more time on meaningful high-value work.
Serve as the primary strategic partner and trusted advisor to assigned employer clients.
Deliver ongoing, insight-rich reporting that clearly demonstrates the clinical, financial, and experiential value of PHM services for each client’s population.
Partner closely with Sales and Clinical teams to drive strong client engagement, long-term retention, and account growth.
Private Health Management (PHM) is a clinically sophisticated healthcare navigation company that helps people facing serious and complex medical conditions get the best possible care. With nearly two decades of proven service delivery and strong market validation, PHM is growing rapidly and redefining what’s possible in high-acuity care navigation.
Oversee client service and communication, ensuring excellence in every interaction.
Manage administrative processes for client insurance policies such as renewals and invoicing.
Work with underwriters to find creative solutions for customer needs and facilitate client claims processes.
Insurance Office of America (IOA) provides property and casualty, employee benefits, personal lines insurance, and risk management solutions, including insurtech innovation. The company, founded in 1988, has over 1,300 associates in over 60 offices in the U.S. and UK.
Relaying participant eligibility information to insurance carriers via email, fax or mail following standard operating practices.
Performing day-to-day data entry tasks and other clerical support tasks to facilitate the capture, transfer and maintenance of accurate and timely data/records.
Answering questions or explaining information to clients and participants, reviewing files, records and other documents to obtain information for a response to requests regarding a benefit plan or personal participant account status/activity.
HealthEquity's mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. They aim to make HSAs as widespread and popular as retirement accounts, providing solutions that allow American families to connect health and wealth.
Lead a portfolio of large employer clients and be the face of Maven for all client-related needs.
Maintain high level of client engagement, satisfaction and loyalty, as measured by high client satisfaction scores.
Serve as the primary point of contact collaborating with cross-functional teams including product, engineering, data, and marketing.
Maven Clinic is the world's largest virtual clinic for women and families, aiming to make healthcare accessible to all. They provide digital programs with clinical, emotional, and financial support, trusted by over 2,000 employers and health plans to improve outcomes and reduce costs.
Support Client Experience team and client needs to include reporting, data, budgets.
Manage client relationships by leading the day-to-day communications with clients and delivering excellent customer service
Collaborate with internal account teams to develop and execute marketing campaigns, digital strategies, and other initiatives that support client objectives
Unlock Health is a full-service marketing communication agency grounded in technology and built for healthcare, integrated with a managed care consultancy with deep revenue strategy expertise. They brought together leading healthcare firms to align brand, marketing, technology, and revenue strategy.
Assists in handling coverage applications and claims processes.
Helps share complex information about life and accident benefits.
Operates professionally while helping with sensitive situations.
PEHP Health & Benefits, a division of the Utah Retirement Systems, provides medical, dental, life, and long-term disability insurance plans. They are a government entity committed to customer value, market excellence, and healthcare improvement, offering competitive salaries, generous benefits, and work-life balance.
Manage inbound inquiries from small business customers via phone, email, and chat.
Interface with customers at all levels of management, providing guidance and troubleshooting.
Work through creative solutions to answer customer questions and resolve issues.
Justworks helps businesses get off the ground by enabling them to focus on running their business, solving HR issues with a data-driven approach. They foster a welcoming and casual environment with great benefits, wellness programs, company retreats, and a supportive, entrepreneurial culture.
Oversee a team of Claims Analysts and outsourced vendor staff.
Ensure team meets quality, production, and service expectations.
Address complex claims and customer service inquiries.
Jobgether is a platform that uses AI-powered matching process to ensure applications are reviewed quickly and fairly. They identify top-fitting candidates and share the shortlist with the hiring company, while not replacing human judgement in the final hiring decisions.
Investigate and determine whether medical insurance claims are recoverable from a liable third party.
Communicate and negotiate with healthcare plan members, insurance adjusters, and attorneys.
Utilize computer systems to accurately document collected information.
Machinify is a leading healthcare intelligence company that delivers value, transparency, and efficiency to health plan clients. With over 85 health plans and 270 million lives represented, we bring together a configurable, AI-powered platform along with expertise.
Provide accurate assistance to support the administrative needs of Brokers and Admins across phone and email.
Assist with the administrative side of onboarding and system needs for new and renewing Sana plans.
Address and resolve complaints or problems, such as billing discrepancies and coverage denials.
Sana is a health plan solution built for small and midsize businesses — designed around their integrated primary care service, Sana Care. They've been remote-first since day one, with a fully distributed team across the U.S., and value curiosity, ownership, and speed—building in the open, together.
Serve as the primary point of contact for Sun Life U.S. clients regarding policy inquiries.
Deliver exceptional client service for Whole Life, Term Life, and Universal Life Insurance products.
Adhere to relevant policies, procedures, and regulatory requirements.
Sun Life is a global company focused on helping Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, their impact is far-reaching, and locally relevant. They offer a supportive, flexible, and inclusive work environment.
Drive new business with large employers with 5K to 25K employees.
Lead end-to-end commercial sales opportunities from sourcing to managing the pipeline to closing deals.
Partner with the Consultant Relations Team to build relationships and develop leads from employer benefits consultants.
9amHealth is a cardiometabolic care company that provides custom care plans, prescription medications, and expert guidance to help members live healthier lives. The company is based in San Diego, California, and is backed by 7Wire Ventures, Human Capital, Founders Fund, and others with a total funding of 25 million dollars.
Serve as the primary point-of-contact for major accounts, maintaining executive-level relationships.
Sell products and services to national named accounts, focusing on growth and retention.
Identify and qualify long-term and short-term business opportunities while addressing competitive threats.
Jobgether is a platform that matches candidates with companies. They use an AI-powered matching process to ensure applications are reviewed quickly and fairly against the role's core requirements.
Develop and nurture relationships with selected accounts.
Be a trusted advisor and expert in DemandFactor offerings.
Manage documentation and address options and integrations from proposal to delivery.
DemandFactor focuses on building strong customer relationships and ensuring clients have a great experience with successful campaigns. They foster growth through excellent campaign leads and great customer service.