How You Will Contribute

Account Management & Client Success

• Develop, execute, and continuously refine strategic account plans for an assigned book of business to meet or exceed client retention goals.
• Build trusted advisor relationships with employer groups by understanding their evolving business and healthcare benefit needs.
• Serve as the primary point of contact for assigned accounts, ensuring a high-quality client experience and coordinating timely resolution of operational issues in partnership with internal teams.
• Document account activities, opportunities, and client insights within the organization's customer relationship management (CRM) system.

Strategic Consulting & Data-Driven Guidance

• Interpret and communicate Alliance data, reports, and performance insights in a meaningful way to employers, brokers, and TPAs.
• Lead and facilitate Quarterly Business Reviews (QBRs) with assigned clients, providing strategic insights, reviewing performance, identifying opportunities, and developing action plans that strengthen client partnerships and support long-term success.
• Partner with clients to identify opportunities for improvement by translating complex healthcare data into practical recommendations that support informed decision-making.
• Serve as a consultative resource to employers on strategies that optimize their health benefit programs and maximize the value of their Alliance partnership.

Relationship Growth & Retention

• Build and maintain productive relationships with brokers, third-party administrators (TPAs), and other strategic partners to strengthen market presence and support membership retention.
• Identify opportunities to expand relationships through additional Alliance products, services, or covered employees when aligned with the employer's business objectives and best interests.
• Collaborate with the Director of Employer Engagement to develop and execute broker and TPA engagement strategies.

Voice of the Customer & Market Intelligence

• Gather meaningful Voice of the Customer (VOC) feedback through active listening and ongoing client interactions.
• Share customer insights with internal stakeholders through both formal processes and collaborative discussions to support continuous improvement across Marketing, Product Development, Sales Operations, and other departments.
• Stay informed of healthcare, benefits, and competitive market trends, sharing relevant knowledge with colleagues to strengthen organizational expertise.

Collaboration & Brand Representation

• Partner effectively with cross-functional teams - including Marketing, Provider Contracting, Network Development, Data Analytics, Claims, Customer Service, Accounting, and others - to deliver exceptional client service and resolve complex issues
• Represent The Alliance professionally in the marketplace through networking events, industry conferences, trade shows, client meetings, and presentations.

Your Qualifications

• Bachelor's degree in business administration, marketing, human resources, or a related field required.
• Minimum of three years of experience in account management, client relationship management, or a related role within healthcare, employee benefits, or insurance.
• Demonstrated ability to build and maintain strong client relationships through consultative partnership, active listening, and exceptional customer service.
• Strong communication and presentation skills, with the ability to effectively communicate complex information to a variety of audiences both verbally and in writing.
• Strong analytical, problem-solving, and critical thinking skills, with the ability to interpret healthcare data, reports, charts, and graphs and translate insights into meaningful recommendations for clients.
• Proven ability to manage multiple priorities in a fast-paced, collaborative environment while demonstrating initiative, creativity, and resourcefulness.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint) and customer relationship management (CRM) systems, with the ability to quickly learn new technologies.
• Valid Wisconsin driver's license with the ability to travel up to 30% throughout Wisconsin, including occasional overnight travel.
• Wisconsin Life and Health insurance license, or the ability to obtain one within six months of employment.

Stand-Out From the Crowd Qualifications

• Experience consulting with employer groups on health benefits, self-funded health plans, or benefit plan design.
• Knowledge of the Wisconsin employer-sponsored healthcare market and healthcare purchasing strategies.

Physical Aspects of the Job

• Ability to remain in a stationary position for extended periods, including while working at a computer or attending meetings.
• Ability to travel to and from client sites and events, including occasional overnight stays; up to 30% in-state travel is required.
• Ability to communicate effectively in person, by phone, and in writing.
• Ability to lift and transport materials (up to 25 pounds) occasionally for events or presentations.
• Visual acuity to read and interpret detailed data reports, charts, and graphs both digitally and in print.