Account Management Analyst - Remote

Overview

The Account Management Analyst plays a key role in supporting the Account Management team by ensuring smooth day-to-day operations, maintaining organized workflows, and enabling Account Managers to focus on client relationships and strategic initiatives.

In Short

• Monitor case queues daily for incoming activity.
• Triage, analyze and resolve inquiries assigned to applicable queues in CRM.
• Keep CRM current and accurate based on client information.
• Assist with monitoring and reporting on performance metrics.
• Conduct call calibrations and score random sampling of calls.
• Review and complete tasks assigned to the Account Management team.
• Process various documents through legacy or enhanced platforms.
• Act as a liaison between Account Management and Claims teams.
• Coordinate claim feed authorization forms with Account Managers.
• Support client interactions as needed.

Requirements

• 1+ years of relevant Account Management work experience.
• Strong customer service skills and turnaround time focus.
• Detail-oriented with strong organizational skills.
• Ability to manage clients and brokers with independent judgment.
• Strong interpersonal skills and conflict management abilities.
• Analytical and problem-solving skills.
• Preferred associate or bachelor’s degree.

Benefits

• Competitive medical, dental, and vision benefits.
• Company funded HSA’s and 401k with company match.
• Generous vacation policy and Life Balance Reimbursement Plan.
• Volunteer program to support community involvement.