• Serve as the dedicated Account Manager for a specified Account Executive, helping this individual maintain and grow their specific business within their accounts. • Respond to Customer inquiries in a timely fashion and move to resolution • Serve as a liaison between Customers, Vendors, and GuidePoint resources for this specified AE • Develop and retain Product and Industry knowledge, Vendor Resources, and GuidePoint Security Service offerings • Develop and maintain relationship with GuidePoint key Vendors and Account Executive’s Customers • Leverage Vendor resources and relationships to bring value to Customers • Improve more frequent calls and higher touch for AE’s customer base • Manage open opportunities in existing accounts with guidance from AE • Identify whitespace opportunities with customers and vendors • Represent GPS AE at customer meetings as needed • With AE guidance, close renewal, upsell and net new sales cycles • Proactive support for upcoming renewals, identifying upsell and proactive support for existing business • Collaborate on promoting marketing communication to account base with targeted follow up • Focus on driving and selling GPS Professional Services Engagements across targeted account base • Assist AE in forecast management and internal strategic reporting • If required should have ability to leverage salesforce.com to generate quotes, track open opportunities and renewal opportunities • All other duties as assigned

• Own the Customer Lifecycle: Manage a portfolio of growth segment accounts through onboarding, adoption, retention, renewal, and expansion — serving as the primary post-sale point of contact. • Drive Expansion: Proactively identify and pursue in-year upsell and expansion opportunities through account planning, stakeholder engagement, and a deep understanding of each customer's goals. • Partner on Value: Work closely with customer stakeholders to uncover new use cases, align on outcomes, and ensure they're realizing measurable value from HG — building the case for renewal and growth. • Mitigate Risk: Monitor account health and engagement signals to identify at-risk accounts early and execute retention strategies before churn becomes a threat. • Use Data and AI: Leverage AI and modern customer success tools to analyze account health, prioritize outreach, and continuously sharpen your expansion and retention strategy. • Collaborate Cross-Functionally: Partner with Product, Marketing, and Sales to develop account plans, escalate blockers, and bring customer feedback into the business. • Act as a Customer Advocate: Represent the customer's voice internally, helping refine HG's offerings and processes based on real-world feedback.

Role Description We are seeking a highly organized and client-focused Account Manager to support the onboarding and implementation of employer groups served by Stella Health Navigators. This role ensures a smooth transition from implementation through go-live by coordinating across internal teams, external partners, and client stakeholders. - Lead onboarding coordination for new employer groups, including implementation planning, readiness validation, and go-live execution. - Partner with GBS and Operations teams to transition new clients from presale to active service, ensuring a seamless handoff and ongoing service. - Support client onboarding activities including plan setup, eligibility alignment, and initial service delivery coordination. - Maintain onboarding timelines and ensure milestones are met. - Facilitate meetings and track action items. - Serve as primary client contact during onboarding. - Build relationships with clients and brokers. - Ensure program readiness across data, communications, and workflows. - Coordinate with internal and external stakeholders. - Identify risks and drive resolution. - Proactively engage clients and operations through regular communication (meetings, check-ins, service reviews) to ensure alignment and satisfaction. - Document processes and support continuous improvement. Qualifications - Bachelor's degree and 3 or more years client coordination and/or claims management experience, OR High School degree with 8 or more years client coordination and/or claims management experience. - License required. - Able and willing to travel approximately 25% of the time. Requirements - 3–5 years in account management, implementation, or healthcare client services. - Strong understanding of health plans and benefits. - Ability to manage multiple projects. - Strong communication and organizational skills. - Experience with TPAs or navigation programs. - Familiarity with data integrations and eligibility feeds. - Experience supporting healthcare program launches. - Proficiency in Microsoft 365 tools. Benefits - Medical/dental/vision plans, which start from day one! - Life and accident insurance. - 401(K) and Roth options. - Tax-advantaged accounts (HSA, FSA). - Educational expense reimbursement. - Paid parental leave. - Digital mental health services (Talkspace). - Flexible work hours (availability varies by office and job function). - Training programs. - Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing. - Charitable matching gift program. - And more...

• Oversee day-to-day communication and problem resolution for all assigned customers following handoff from assigned Military Account Manager. • Partner with assigned Military Account Manager to secure pricing agreements with suppliers, obtaining and submitting quotes to customers. • Educate new customers on the ordering process and registration. Manage customer complaints or issues to timely resolution. • Update the RMS system during status changes from quote to order • Maintain regular follow-up with customers on pending orders and additional opportunities under the TLS Programs. • Obtain necessary sign offs to release orders for invoicing. • Process award notifications in system. • Deliver training and support to new Inside Account Representative and Military Account Managers on all job-related processes and systems. • Oversee executive level opportunities and key business segments.