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The Account Manager is responsible for managing key client accounts, ensuring satisfaction and retention, and fostering long-term partnerships while overseeing client lifecycle activities.

Process and adjudicate medical claims for a TPA, manage inventory and appeals, ensure compliance with plan documents and stop-loss terms, resolve subrogation/third-party liability, respond to inquiries, and meet production, financial, and accuracy standards.

Lead enterprise-wide Zendesk configuration and roadmap: translate stakeholder needs into platform enhancements, manage integrations, roles, permissions, reporting, vendor relationships, rollout, training, and ongoing support to optimize service operations across Claims, Client Services, and Account Management.

The Manager, Payment Operations oversees payment processes, ensures compliance, manages vendor relationships, and drives operational efficiency and automation strategies.

Design, develop, and maintain enterprise Power BI reports, dashboards, and semantic models for healthcare, finance, and operations. Build complex DAX measures, optimize performance, administer Power BI Service (security, refreshes, gateways, deployment), establish governance, and collaborate with stakeholders to translate requirements into actionable analytics.

Support Account Managers with client and broker relationship management, prepare client-facing documents and meeting materials, use AI tools to research and draft communications, maintain client records, and assist with follow-up and account deliverables during a 1012 week internship.