Account Manager

Full Time

About the Role

The Account Manager manages and grows the service relationship between Tria Health, its new and existing clients, brokers, health care consultants and other managed care organizations, by performing the following duties personally or in collaboration with other Tria Health personnel.

Essential Duties and Responsibilities

  • Overall responsibility for maintaining and growing existing client relationships, including their respective brokers and health care consultants.

  • Coordinate and manage tasks of all parties internal and external involved in the  implementation of each new Client.

  • Attend off site renewal, implementation and/or service meetings.

  • Represent Tria Health at client benefit fairs and open enrollment meetings.

  • Work with marketing to develop customized communication plans for Clients to increase awareness of Tria Health and increase enrollment.

  • Research and resolve Client issues pertaining to eligibility and billing.

  • Provide reporting to Clients on a monthly, quarterly, and annual basis.

  • Analyze and interpret Clients’ reporting and make recommendations specific to each Client and their short and long-term strategies.

  • Assist the Vice President, Sales with preparation for client meetings as needed.

  • Record pertinent communication within Salesforce for Client communication consistency across account management and sales team.

  • Responsible for the development and maintenance of AM department policies and procedures.

  • Contribute to company goals and objectives, implement programs, and train team members.

  • Manage and report performance standards for department.

  • Recruit, select, orient and train employees as directed.

  • Communicates job expectations, monitoring, and appraisal of job execution for Account Management Department.


  • Must be extremely organized and have the ability to multi-task with an attention to detail.

  • Strong ability to prioritize and manage workload calmly and efficiently in an environment which can present frequent interruption.

  • Self-motivated with a positive attitude.

  • Strong oral and written communication skills, using various approaches to communicate effectively with diverse individuals, across a variety of levels within an organization.

  • Ability to read, analyze, and interpret reports and generate ideas for improvement opportunities supported by data.

  • Ability to write business correspondence, and workflow processes and procedures.

  • Strong team player and willingness to work in other functional areas to cover absences or relief, and/or to equalize peak work periods or to otherwise balance the workload.

  • Commitment to Tria Health mission statement, vission statement, values, and employee handbook.

  • Ability to present yourself to clients professionally exhibiting a positive, respectful attitude that inspires trust in our clients and co-workers.

  • Intermediate knowledge of Outlook and Microsoft Office including Excel, Word, PowerPoint, and the internet. experience is a plus.

  • Strong understanding of health insurance benefits is a plus.


  • Bachelor’s degree and/or 3-5 years of related experience.

  • 3-5 years of account management or operations experience, or equivalent education and/or work experience.

  • Experience in health benefits and/or care management is preferred.

Physical Demands and Work Environment

The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Physical Demands: While performing the duties of this job, the individual is regularly required to stand, bend, kneel, sit, walk, and use hands to finger, handle, or feel objects; reach with hands and arms; talk and hear. The vision requirements include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus. Individual must occasionally lift and/or  move up to 5 pounds.

  • Work Environment: This job operates in a professional office environment where standard office equipment such as computer, phones, photocopiers, filing cabinets and fax machines are utilized. The noise level in the work environment is usually minimal.

  • Travel: Up to 10% per year. 

  • Location: Tria Health is currently located in Overland Park, KS but will be moving to Kansas City, MO (Crossroads area) before the end of 2022. This is not a remote job. A flexible schedule is permitted after training. 

This job description should not be considered an all-inclusive listing of work requirements and may be changed at any time.

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