Paretocaptiveservicesllc The Account Manager at ParetoHealth manages a portfolio of consultant and employer accounts, serving as the main point of contact to ensure seamless collaboration and maintain a 96% member retention rate. The role combines relationship management, technical expertise, and consultative skills to deliver innovative benefits financing and cost management solutions.
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.
Qualification
Comfort working with data
Required
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
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.
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
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