Account Manager Assistant

 About Us:

Our purpose is to help clients exceed their financial health goals. Across the reimbursement cycle, our scalable solutions and clinical expertise help solve programmatic needs. Enabling our teams with leading technology allows analytics to guide our solutions and keeps us accountable achieving goals. 

We build long-term careers by investing in YOU. We seek to create an environment that cultivates your professional development and personal growth, as we believe your success is our success.  

JOB SUMMARY:

ESSENTIAL DUTIES AND RESPONSIBILITIES: 
Note: The essential duties and responsibilities below are intended to describe the general duties and responsibilities of this position and are not intended to be an exhaustive statement of duties. This position may perform all or most of the primary duties listed below. Specific tasks, responsibilities or competencies may be documented in the Team Member’s performance objectives as outlined by the Team Member’s immediate Leadership Team Member.

The Account Manager Assistant plays a crucial role in supporting the Operations Team by providing administrative, operations and clerical assistance to (AE) Account Executive(s) and Price Transparency (PTT)/No Surprises Act (NSA) Team. This position requires a proactive, organized, and detail-oriented individual capable of multitasking in a fast-paced environment.  

Knowledge, Skills & Abilities:

• Contribute to troubleshooting and create solutions for PTT/NSA tools. 
• Assist in the management of calendars by scheduling and coordinating internal and client meetings to ensure optimal use of time as needed.
• Upon request, address calls, emails, and correspondence on behalf of the AE and PTT/NSA Team. Respond to routine inquiries and prioritize/escalate issues by forwarding messages to appropriate leadership and teams.
• Aid in the preparation of meeting agendas, presentations, and materials as needed. Take meeting minutes, distribute agendas, and follow up on action items as requested.
• Support in updating and maintaining the PARA Data Editor (PDE) Customer Relationship Management (CRM) and Client Access with accurate and up-to-date client information. Assist in data entry and report generation if requested. Help with client password resets and guidance.
• Become proficient with Price Transparency and NSA regulations and tools and apply knowledge as CMS makes changes. 
• Assist in external client PTT audits. 
• Contribute to a culture that values knowledge sharing, improving, best practices, quality results, client services, and team efforts. 

Education & Work Experience:

• Strong technical skills and experience with Microsoft Suite (e.g., PowerPoint, Excel, Word, Outlook, etc.)
• Minimum of 3 years of experience working in customer support or in an administrative assistant role
• Basic knowledge of CMS regulations regarding Price Transparency and the CMS No Surprise Act.
• Minimum of 3 years of experience with healthcare providers or the healthcare segment
• Minimum of 3 years of verifiable work history
• Must have achieved a High School Diploma or GED

Competencies:  

• Detail-oriented and organized.
• Strong written and verbal communication.
• Ability to work independently to solve problems or escalate when necessary.  

The essential duties and primary accountabilities below are intended to describe the general content of and requirements of this position and are not intended to be an exhaustive statement of duties. On average, the division of time for these duties is split into 60% to the PTT/NSA Team and 40% to the AE Team.  Incumbents may perform all or most of the primary accountabilities listed below. Specific tasks, responsibilities, or competencies may be documented in the incumbent’s performance objectives as outlined by the incumbent’s immediate supervisor or manager. 

PHYSICAL DEMANDS:
Note: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions as described. Regular eye-hand coordination and manual dexterity is required to operate office equipment. The ability to perform work at a computer terminal for 6-8 hours a day and function in an environment with constant interruptions is required. At times, Team Members are subject to sitting for prolonged periods. Infrequently, Team Member must be able to lift and move material weighing up to 20 lbs. Team Member may experience elevated levels of stress during periods of increased activity and with work entailing multiple deadlines.
A job description is only intended as a guideline and is only part of the Team Member’s function. The company has reviewed this job description to ensure that the essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.