Account Specialist

Our Account Specialists ensure delivery of excellent customer service, develop solid customer relationships by handling primary questions, concerns, transactions and renewals associated with assigned Groups. Supporting the Account Management and Sales Support teams, they are responsible for the delivery of client service and fostering solid client relationships to achieve targeted membership growth and retention. Ensures the end-to-end process is executed.

This position will support Small Groups; it requires an onsite presence in the Meridian Idaho office as well as some client sites. Account Specialists may have flexibility to work hybrid location after training period (onsite, work-from-home, client sites). #LI-hybrid

Required Experience: 3/+ years’ health insurance industry or related experience

Required License: currently holds Idaho Health License or must obtain within 120 days

Travel: Ability to attend offsite meetings and/or client sites occasionally

Preferred Experience & Skills:

• Previous call center or phone experience in a professional setting will be helpful

• Microsoft Office (Excel, Outlook) at intermediate level. Familiarity or ability to learn CRM, Facets, and/or Salesforce. Proficiency or ability to gain proficiency in assigned product offering.

• Health care industry experience related to insurance and self-funding

• Health insurance contracts, Coding, and Benefit terminology

• Comprehensive understanding of benefit plan administration, ERISA, COBRA, HIPAA, and industry practices, as well as fundamental understanding of plan compliance issues

• Membership and claims processing procedures knowledge

Your day may look like:

• Achieves targeted membership growth and retention by performing or assisting in renewals, benefit design, account implementation, documentation, and procedure/process development and implementation.

• Provides customer service, resolves problems, recommends modifications to products/services, and/or coordinates sales negotiation with client groups, brokers, consultants, and members.

• Provide responsive, accurate, timely and cordial customer service via phone, email and written correspondence to group, broker clients and members.

• Explains benefits, claim filing procedures, rate increases, benefit upgrades and other situations that may arise to client groups, brokers, and/or consultants via phone, email, and written correspondence.

• Leads all aspects of proper set-up and maintenance of all documentation important to the administration of the account.

• May make on-site presentations to existing and prospective clients and/or broker services. May create and/or lead these presentations.

• Informs account management/sales team of account status, market intelligence, and business opportunities.

• Provide recommendations and/or resolutions of complex problems and/or issues

Reasonable accommodations

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.