Position: Manager of Client Operations
Department: Client Services
Reports To: Director, Client Management
FLSA Status: Exempt
About HPI
At HPI, we are a forward-thinking, national third-party administrator (TPA) specializing in self-funded health plan solutions. With over 44 years of industry expertise, our entrepreneurial spirit, flexible approach, and personalized service have empowered us to serve clients of all sizes across diverse industries. We deliver innovative strategies that maximize the value of every healthcare dollar.
The self-funded health plan landscape is constantly evolving. At HPI, our partners benefit from having a TPA with the expertise, resources, and creativity to deliver customized plan solutions that help them win and retain more business. We excel at driving costs down and managing risk, while enhancing our clients’ employees’ health insurance experience. Our goal is to help members clearly understand their health plan and provide responsive service, enabling them to fully utilize their benefits and achieve greater health.
Our commitment extends beyond our clients to our own employees. We foster a supportive and inclusive work environment where innovation thrives. By investing in our team’s growth and well-being, we ensure they are equipped to provide exceptional service.
Summary: The Manager, Client Operations is responsible for overseeing day-to-day client management activities and supporting the delivery of high-quality service to HPI clients. This role provides direct supervision to Senior Account Manager and Account Coordinator staff, ensuring consistent service execution, client satisfaction, and operational efficiency. The Manager partners with internal teams to support client retention, address service needs, and contribute to continuous improvement initiatives.
Duties and Responsibilities (other duties may be assigned):
Team Leadership & Support
- Supervise, coach, and support Senior Account Manager and Coordinator staff in daily client management activities.
- Assist with onboarding, training, and ongoing development of team members.
- Reinforce established service standards, workflows, and team expectations.
- Organize and facilitate process, SOP, trainings for the entire Client Services organization
Client Relationship Management
- Serve as a primary point of contact for assigned client accounts, including mid-sized and complex groups as appropriate.
- Support client implementations, renewals, and ongoing service delivery.
- Address client issues and escalate complex concerns as needed.
- Partner with Sales to support client retention and satisfaction.
Operational Execution
- Oversee day-to-day execution of client service processes and reporting.
- Ensure adherence to established processes and timelines.
- Track and respond to client feedback, service trends, and operational challenges.
Cross-Functional Collaboration
- Work closely with internal teams (Operations, Enrollment, Claims, and Technology) to resolve service issues and support client needs.
- Participate in process improvement initiatives to enhance service delivery and efficiency.
Compliance & Quality
- Ensure team adherence to regulatory and internal compliance requirements (e.g., HIPAA, URAC, SOC).
- Support internal audits and maintain accurate documentation.
Performance & Reporting
- Monitor team performance metrics and client service indicators.
- Provide regular updates to leadership on team performance, client concerns, and operational trends.
Minimum Education Requirements (must have documented proof*):
- Bachelor’s degree required; equivalent experience may be considered.
Minimum Experience Requirements:
- 5–7 years of experience in client management, account management, or client services within healthcare, insurance, or TPA environments.
- 2–3 years of people management or team lead experience preferred.
- Demonstrated ability to manage client relationships and support team performance.
Preferred Experience Requirements:
- Experience with self-funded health plans or third-party administration.
- Strong organizational, problem-solving, and communication skills.
- Ability to manage multiple priorities in a fast-paced environment.
Computer Skills:
- Proficient in Microsoft Office, including Word, Excel, Outlook and PowerPoint.
Reasonable Accommodation:
Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the duties and responsibilities of the position.
Working Environment/Physical Demands:
The work environment characteristics and physical demands described here are representative of those an employee may encounter while performing the duties of this job.
The noise level in the work environment is moderate. The employee may occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus. While performing the duties of this job, the employee is regularly required to sit, walk, speak, or hear. The employee is frequently required to use hands or feel or handle items as well as reach with hands and arms. The employee is occasionally required to stand.
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of employees assigned to this position.
Health Plans Inc. is an EEO – M/F/D/V employer