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Advisor Program Management

Date:  Jul 29, 2022

Any city, NY, US, 99999

Req ID:  11146

Advisor Program Management


Responsible for supporting and for smaller clients, managing the client relationship. Manages budget and revenue expectations and the implementation and ongoing execution of the contract. Works closely with account management team on generating sales opportunities and with the operations team on successful delivery of HMS services to the client. Job responsibilities include oversight and management of projects, analysis of data, building reports and creating and/or review of client deliverables.


Essential Responsibilities:

  • Builds and manages client relationships with support from the Program Director; responsible for ensuring client satisfaction.
  • Oversight and management of small contracts, specific products/services of a contract or special projects
  • Builds relationships and collaborates effectively with HMS contract operations and implementations to ensure successful delivery of services to client(s). Assist in the creation and/or review of client deliverables
  • Works with client(s) to design project approach and develop implementation plans.
  • Continuous monitoring and timely reporting to management progress toward business goals.
  • Assist in the development of both internal and external reports to monitor operational and financial performance
  • Prepares, monitors, and manages budget and revenue expectations for assigned client(s).
  • Identifies sources of revenue through process improvements, client relationships, local policy initiatives, and strategic agendas and partnerships
  • Identifies sales opportunities and assists the account management team with successful close of sale (including proposal development process)
  • Monitors state legislative (including MES and Modernization activity), regulatory, and competitive environment and alerts management to risks and opportunities.
  • May supervise additional account management staff (i.e. Program Specialist)
  • With direction from staff attorneys, communicates decisions to clients and attorneys related to casualty and estate recovery cases
  • Provides guidance to staff on processes as well as health care subrogation laws, regulations, and policies in consultation with Project Director

Non-Essential Responsibilities:

  • Supports collaboration between account management team and operations staff.
  • Performs other functions as assigned


Knowledge, Skills and Abilities:

  • Work independently
  • Apply rigor to detail.
  • Multi-task and to meet deadlines.
  • Negotiate and collaborate internally and externally.
  • Manage expectations, resolve problems, and develop opportunities.
  • Lead and manage projects.
  • Work proficiently with Microsoft Excel, Word, PowerPoint and company databases.
  • Understand the basics of data table structures and report building.
  • Strong presentation skills
  • Able to develop client presentations and proposal content with minimal direction.
  • Effective communicator- strong verbal and written communications
  • Ability to analyze information and use logic and process to address work-related issues and problems.
  • Strong strategic account planning in line with specific State strategy.
  • Demonstrates exceptional customer service and follow up skills.


Minimum Education:

Bachelor’s degree required

  • In lieu of degree, 5 years relevant work experience required with experience in one of the following areas preferred: Health insurance, Government, Client service/business to business, Healthcare policy, Project Management, PMP and/or paralegal – Strongly Preferred


Minimum Related Work Experience:
5+ years of account management experience required with experience in one of the following areas desired: Health Insurance, Government, Client Service/business to business, Health Policy

  • 5+ years of TPL experience
  • 2+ years project management experience; 3+ years of demonstrated experience growing client revenue
  • Estates background preferred

Healthcare or Medicaid recovery experience strongly preferred

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