Associate Partner, Concierge

Role overview

The Associate Partner, Concierge is the main point of contact for a dedicated set of captive and self-funded employer clients. This person acts as the relationship owner, operational organizer, and enrollment support specialist, helping each account move smoothly through implementation, reporting, engagement efforts, renewal preparation, and day-to-day support.

The position partners with employers, benefit consultants, third-party administrators, carrier partners, and internal teams to create a proactive, high-touch service experience. The work supports stronger client engagement, better risk oversight, improved cost management, and healthier long-term plan performance.

The right candidate is organized, client-focused, resourceful, and comfortable balancing several priorities while serving as a dependable advisor to assigned accounts.

Client relationship management

• Act as the primary daily contact for assigned employer groups and benefit advisors.
• Develop and sustain trusted working relationships with employers and advisor partners.
• Keep communication moving by coordinating follow-ups and status updates.
• Handle issue resolution and escalate internally when needed.
• Run regular client meetings and operational check-ins.
• Monitor client action items and ensure they are completed.
• Help clients understand available tools, programs, and support resources.
• Contribute to retention and overall client satisfaction efforts.

Implementation and onboarding

• Oversee all implementation work from sale through operational readiness.
• Build and manage project timelines for onboarding.
• Coordinate requirements across employers, TPAs, carriers, vendors, and internal teams.
• Lead implementation meetings and welcome sessions.
• Maintain implementation checklists and required documentation.
• Coordinate portal setup, reporting configuration, and data collection needs.
• Watch implementation milestones and raise risks when necessary.
• Support a clean handoff into ongoing account management.

Reporting, performance management, and client insights

• Coordinate monthly, quarterly, and annual reporting for assigned groups.
• Collect reporting inputs from TPAs and vendor partners.
• Follow up on missing or incomplete data.
• Work with clinical, data, and finance teams to help build reports.
• Check reporting packages for accuracy and completeness.
• Prepare Monthly Insights updates and client summary materials.
• Arrange report delivery and upload documents to the portal.
• Track employer action items and recommendations.
• Support mid-year reviews, annual reviews, and performance conversations.

Cost management, engagement, and benefit enrollment

• Serve as the lead enrollment specialist for assigned employer groups.
• Educate employers, advisors, and members about cost management resources and programs.
• Coordinate outreach opportunities surfaced through clinical reviews, claims analysis, reporting, and engagement work.
• Manage enrollment into advocacy, care management, clinical support, and other cost management programs.
• Partner with employers, TPAs, advisors, and vendors to improve participation and engagement.
• Track outreach efforts, enrollments, participation levels, and outcomes.
• Support engagement campaigns and communication initiatives.
• Identify barriers to participation and help design solutions that improve adoption.
• Keep accurate records of engagement activity within established workflows.
• Help advance the company’s goal of lowering avoidable and addressable healthcare costs through proactive member engagement.

Renewal management and captive operations

• Support clients through renewal while maintaining ongoing operational oversight.
• Coordinate gathering of underwriting data and renewal materials.
• Manage renewal timelines and action plans.
• Participate in mid-year and renewal strategy discussions.
• Track large claimant information requests and underwriting needs.
• Coordinate claims reimbursement tracking and related follow-up.
• Keep client records, documentation, and workflow tracking current.
• Support captive operations projects and process improvement work.
• Look for ways to improve efficiency, automation, and the client experience.

Required qualifications

• 3 to 5 years of experience in account management, client success, employee benefits, insurance, healthcare administration, project management, or a similar field.
• Strong organization and time management abilities.
• Comfort handling several projects and relationships at once.
• Clear written and verbal communication skills.
• Ability to work independently while coordinating across teams.
• Experience using Microsoft Office, Teams, CRM systems, and workflow tools.

Preferred background

• Experience with self-funded health plans.
• Exposure to stop-loss processes.
• Background with TPAs.
• Employee benefits experience.
• Captive insurance experience.
• Prior work supporting implementations, reporting, or renewals.