Position Summary

The Account Manager is the primary relationship owner for assigned employer groups, from contract signing through every renewal. The role blends day-to-day account management, plan performance and strategy, and close partnership with our nurse care coordination team — serving as the bridge between the employer and plan members so the experience holds together on both sides. Account Managers make sure the plan delivers what was promised: HR partners feel supported, the nurse team has what they need to support members, and the employer sees measurable savings year over year.

This is a client-facing, results-oriented role. The right candidate enjoys both the operational craft of running a health plan day-to-day and the strategic work of helping an employer hit long-term cost and engagement goals.

Key Responsibilities

Client Implementation (New Groups)

• Lead the implementation process from signed contract through go-live, including kickoff and alignment meetings with the employer’s HR team

• Develop the member benefits guide and open-enrollment presentation materials

• Coordinate with the third-party administrator (TPA) to set up the group’s plan, eligibility feeds, and banking

• Review plan configuration, member ID cards, and supporting documentation before they reach the employer

• Attend the employer’s open enrollment sessions and answer member questions in real time

  Ongoing Account Management

• Serve as the primary point of contact for the employer’s HR team and broker

• Provide account support for questions that come in from groups and brokers — plan design, claims status, billing, vendor coordination, and other day-to-day inquiries

• Manage the shared account management inbox and ticket queue, ensuring service-level commitments are met

• Route member care and clinical questions to the nurse team; serve as a bridge so HR and the nurse team stay aligned on member-experience issues

Plan Performance & Strategy

• Own quarterly client performance reviews end-to-end: data analysis, presentation, broker and employer meetings, and follow-up actions

• Monitor claims data, utilization trends, and plan savings reporting; surface trends that need employer attention

• Recommend plan design refinements and member engagement strategies that hit savings and retention goals

• Drive employee adoption of direct primary care and preferred provider options through targeted communications and member engagement campaigns

Renewal

• Build and deliver the annual renewal presentation, including benchmarking, plan design recommendations, and savings projections

• Provide claims and utilization analysis to the sales team for stop-loss negotiations

• Plan and deliver open enrollment for renewing groups

• Review the renewal-year plan configuration before it goes live

What Success Looks Like

• High employer retention and renewal rate across your assigned book

• Year-over-year reduction in per-member healthcare costs for your groups

• Strong member adoption of direct primary care and preferred provider options

• Timely, high-quality delivery of quarterly performance reviews and renewal materials

• Service-level commitments consistently met on the account management queue

• Employer and broker feedback that reflects trust, responsiveness, and strategic value

Required Qualifications

• 3+ years of experience in an account management or similar client-facing role

• Comfort utilizing AI tools

• Demonstrated ability to manage multiple client relationships simultaneously and prioritize across competing demands

• Strong written and verbal communication skills — able to translate complex healthcare data into clear, confident recommendations for HR teams and executives

• Proficiency with Excel and presentation tools; comfort working with claims and utilization data

• Wisconsin residency and ability to travel within Wisconsin and nearby surrounding states; valid driver’s license required

Preferred Qualifications

• Experience in a self-funded or direct primary care environment

• Familiarity with third-party administrator platforms and benefits administration software

• Background in healthcare claims analysis, population health, or pharmacy benefit management

• Experience presenting to executive audiences and supporting renewal negotiations

Skills and Competencies

• Self-starter. You don’t wait to be told what to do. You see what needs to happen, prioritize, and move.

• Highly organized. You manage timelines, follow-ups, and competing priorities without dropping things — even when the volume spikes.

• Full account ownership. You take responsibility for the whole client relationship and communicate effectively across departments — operations, sales, clinical, finance — to make sure every piece of the account is understood and moving in the same direction. You treat your assigned groups as if they were your own business — proactive, accountable, and detail-oriented.

• Analytical instinct. You see patterns in claims and utilization data, and you can explain what’s driving them in plain language.

• Calm under pressure. Open enrollment, renewal season, and live escalations are part of the job — you stay steady when the volume spikes.

• Collaborative. You work seamlessly with operations, sales, and clinical colleagues; you know when to escalate and when to own.

• Adaptable. You’re excited by an evolving, dynamic startup environment — comfortable with ambiguity, shifting priorities, and helping build the playbook as you go.

• Creative problem solver. When the standard answer doesn’t fit, you find another way. You think across constraints — what the employer needs, what the plan allows, what’s possible with the right vendor or workaround — and land on a solution that actually works.

Benefits

• Health benefits: Coverage under Self Fund Health’s own plan, including direct primary care access at no cost. Dental Insurance

• Retirement: 401(k) plan

• Paid time off: Unlimited PTO

How to Apply

Submit your resume and a brief note about why this role interests you through this listing. Applications are reviewed on a rolling basis.

Self Fund Health is an equal-opportunity employer. We welcome candidates of all backgrounds and do not discriminate on the basis of race, color, religion, national origin, sex, gender identity, sexual orientation, age, disability, veteran status, or any other protected characteristic.