Account Manager - Sales

Key Duties:

1. Client Relationship Management Serve as the primary point of contact between the client and the TPA.

• Develop and maintain strong, long-term relationships with clients.

• Understand client needs, expectations, and business goals.

• Schedule and lead regular client meetings, reviews, and updates.

2. Account Oversight

• Monitor the performance of client accounts against service level agreements (SLAs).

• Review the Dashboards to ensure that no claims are stuck at any level and resolve any

problem before it escalates.

• Ensure timely delivery of services such as claims processing, reporting, member

enrolment, etc.

• Address and resolve issues or escalations promptly. Understand the root cause of issue

and put processes in place to ensure they do not occur again.

3. Claims & Operational Coordination

• Liaise with internal teams (claims, payments, assist, membership, billing) to ensure

smooth operations.

• Track claims turnaround time, accuracy, and adherence to agreed guidelines.

• Provide support in claims audits or dispute resolutions.

4. Reporting & Analytics

• Liaise with analysis team to deliver periodic reports on claims, utilization, premiums, and

other KPIs as required by broker, insurer.

• Analyse data to provide insights into cost drivers, claim trends, or process improvements.

• Support insurers underwriting teams/ brokers with loss ratio and claims data as requested.

5. Client Onboarding & Renewals

• Facilitate onboarding of new clients/renewals including setup of systems, processes, and

awareness sessions

• Coordinate annual or periodic policy renewals, plan changes, or benefit modifications.

8. Support in Business Development

• Assist in preparing proposals or presentations for renewals or upselling.

• Identify opportunities for cross-selling or service expansion within existing accounts.

• Sourcing new clients