Account Manager (South Florida area) at ParetoHealth

Job description

About ParetoHealth ParetoHealth is redefining the way employers fund healthcare. As the largest and fastest-growing benefits captive in the United States, we help thousands of small and midsize employers take control of healthcare costs through a smarter, more sustainable model. Our mission is simple: give small and midsize employers the scale and protection they need to eliminate volatility and lower healthcare costs. By combining data-driven insights, innovative risk management, and the collective purchasing power of our community, we enable employers to reduce volatility, improve long-term outcomes, and reinvest savings into their businesses and their people. Headquartered in Philadelphia, ParetoHealth is growing rapidly and transforming one of the country's largest industries. Our success is fueled by talented people who are united by our four core values: Fire in the Belly, For the Greater Good, See the Field, and Get It Done Right. These values shape how we innovate, collaborate, make decisions, and deliver exceptional results for our clients and one another. If you're energized by solving complex challenges, thrive in a high-growth environment, and want to help reshape the future of healthcare, we'd love to meet you. Please note that ParetoHealth does not provide employment visa sponsorship for this position. Candidates must be authorized to work in the United States without sponsorship both now or in the future. Position Summary: If you ask around at Pareto Health who keeps everything running, you will hear the same answer almost every time: the Account Management team. Our Account Managers are trusted partners for our expanding client case, serving as the main point of contact and ensuring seamless collaboration. The help connect vetted consultants to innovative benefits financing and cost management solutions. Together, we serve mid-sized employers looking for a better way. We are seeking a results-driven Account Manager who combines relationship management, technical expertise with consultative skills. This role is responsible for managing a portfolio of consultant & employer accounts, while driving results, nurturing key relationships, providing education, tracking all necessary documentation and deadlines, and collaborating cross-functionally to ensure Pareto Health’s 96% member retention rate holds steady for another 10 years. The ideal candidate is both a trusted advisor and a proactive solutions-focused professional. Top candidates will be sharp, personable, analytical, and highly detail-oriented. We especially value individuals who are quick—to grasp new concepts, share a laugh, and contribute meaningfully within a fast-moving organization with ambitious goals. In return, Pareto offers an energetic workplace filled with people who are deeply committed to the mission—without taking themselves too seriously. Key Responsibilities: Strategic Account Ownership & Retention Own a portfolio of consultant and employer accounts, serving as the primary strategic partner responsible for retention, satisfaction, and long term value creation . Support proactive account planning, risk identification, and renewal strategy to protect recurring revenue and grow cost savings solution adoption. Anticipate client needs using performance, utilization, and renewal data to prevent churn and drive durable partnerships. Executive Level Relationship Management Build and maintain trusted advisor relationships with consultants, agency service teams and senior level employer stakeholders. Confidently lead executive level conversations, including business reviews, strategy sessions, and complex issue resolution. Represent the voice of the customer internally, advocating for client needs and influencing internal priorities. Build trust through technical expertise and ability to clearly articulate how Pareto process works, how underwriting was conducted, impact of plan changes on employer financials and connecting claims reporting to an employers level of risk. Renewal, Financial & Commercial Acumen Drive end-to-end renewal execution, including data validation, coordination with Underwriting and consultant communication. Apply strong financial and analytical judgment to guide discussions on cost containment, plan performance, and economic trade‑offs. Partner cross functionally to ensure accurate billing, documentation, and compliance with contractual requirements. Value Expansion & Growth Enablement Identify opportunities to expand adoption of Savings Engine solutions and services that increase client value, reduce overall costs and strengthen retention. Lead strategic planning sessions, business reviews, educational events and ongoing check-ins that align client goals with organizational initiatives including adoption of cost savings solutions. Drive engagement in webinars, member meetings, and educational initiatives that reinforce value realization. Cross Functional Execution Coordinate across territory partners such as sales, customer service, customer operations, finance, underwriting, and leadership to deliver a seamless, high-quality customer experience. Take ownership of timelines, processes and deliverables—ensuring accountability to territory results. Data Driven Decision Making & Reporting Leverage performance dashboards, utilization reporting, and risk indicators to guide strategy and client recommendations. Translate complex data into clear, actionable insights for consultants and employer stakeholders. Maintain accurate documentation and Salesforce records to support forecasting, reporting, and organizational visibility. Professional Judgment & Autonomy Exercise independent judgment in prioritization, escalation, and problem-solving within a dynamic portfolio. Navigate ambiguity with confidence, balancing speed, accuracy, and stakeholder impact. Continuously deepen expertise across various types of self-funding, claims reporting, TPA practices, Pareto solutions and market trends. Required Skills and Qualifications: Bachelor’s degree or equivalent professional experience required 5+ years’ experience in a client facing account management, customer success, consulting or related roles Experience in health insurance and/or self-insurance or related fields Ability to manage consultative executive relationships through client lifecycle management, with exposure to renewal negotiations Comfort working with data, reports and financial metrics Experience collaborating cross-functionally to deliver exceptional results Proficiency in written and verbal communication Strong presentation skills and comfort presenting to large audiences Must be able to work on multiple projects at once, have a high attention to detail, and ability to accomplish large volumes of work with minimal supervision is required Perks & Benefits: Fully paid medical, dental, and vision benefits. Flexible PTO 401k company contribution Tuition reimbursement Professional development allowance Transportation allowance and daily parking reimbursement Engaging hybrid work environment We are guided by our values: Fire in the belly The drive to learn, to improve, and to deliver outstanding value every day. See the field The ability to see the big picture and prepare to meet tomorrow’s needs. Get it done right The passion to produce at higher rates and to the highest standards. For the greater good A united community creating better health benefit solutions for all. Please note that any communication from our recruiters and hiring managers at ParetoHealth about a job opportunity will only be made by a ParetoHealth employee with an @paretohealth.com address. ParetoHealth does not conduct text message or chat-based interviews. Any other email addresses, agencies, or forums may be phishing scams designed to obtain your personal information. We will not ask you to provide personal or financial information, including, but not limited to, your social security number, online account passwords, credit card numbers, passport information, and other related banking information until we begin onboarding activities, which will be coordinated by a member of the ParetoHealth People Ops Team with an @paretohealth.com email address. Disclosures: ParetoHealth is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status, in any of its activities or operations. These activities include, but are not limited to, hiring and firing of staff, selection of volunteers and vendors, and provision of services. We are committed to providing an inclusive and welcoming environment for all members of our staff, clients, volunteers, subcontractors, vendors, and clients. California Applicants : See Pareto’s CCPA Notice of Collection for California Employees and Applicants for information about how Pareto Captive Services, LLC, Pareto Health, LLC, and Pareto Underwriting Partners, LLC, together with their respective subsidiaries (collectively, “Pareto”) collects and uses personal information submitted by employment applicants.

Requirements

Must-haves

Strategic Account Ownership & Retention
Own a portfolio of consultant and employer accounts, serving as the primary strategic partner responsible for retention, satisfaction, and long term value creation .
Support proactive account planning, risk identification, and renewal strategy to protect recurring revenue and grow cost savings solution adoption.
Anticipate client needs using performance, utilization, and renewal data to prevent churn and drive durable partnerships.
Executive Level Relationship Management
Build and maintain trusted advisor relationships with consultants, agency service teams and senior level employer stakeholders.
Confidently lead executive level conversations, including business reviews, strategy sessions, and complex issue resolution.
Represent the voice of the customer internally, advocating for client needs and influencing internal priorities.
Renewal, Financial & Commercial Acumen
Drive end-to-end renewal execution, including data validation, coordination with Underwriting and consultant communication.
Apply strong financial and analytical judgment to guide discussions on cost containment, plan performance, and economic trade‑offs.
Partner cross functionally to ensure accurate billing, documentation, and compliance with contractual requirements.
Value Expansion & Growth Enablement
Identify opportunities to expand adoption of Savings Engine solutions and services that increase client value, reduce overall costs and strengthen retention.
Lead strategic planning sessions, business reviews, educational events and ongoing check-ins that align client goals with organizational initiatives including adoption of cost savings solutions.
Drive engagement in webinars, member meetings, and educational initiatives that reinforce value realization.
Cross Functional Execution
Coordinate across territory partners such as sales, customer service, customer operations, finance, underwriting, and leadership to deliver a seamless, high-quality customer experience.
Take ownership of timelines, processes and deliverables—ensuring accountability to territory results.
Data Driven Decision Making & Reporting
Leverage performance dashboards, utilization reporting, and risk indicators to guide strategy and client recommendations.
Translate complex data into clear, actionable insights for consultants and employer stakeholders.
Maintain accurate documentation and Salesforce records to support forecasting, reporting, and organizational visibility.
Professional Judgment & Autonomy

Nice-to-haves

None flagged.

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: greenhouse
Effort: quick

Benefits

Benefits detected in the listing.

Health Insurance

Dental

Vision

401k

Pto

Professional Development