Account Specialist - Remote

Overview

The Account Specialist will serve as a key point of contact for clients in collaboration with the Client Services team to help drive client satisfaction and business retention. This role includes providing administrative and operational support to ensure the team’s success in meeting client needs.

In Short

• Serve as a key support for clients in partnership with Client Services team members.
• Provide administrative support to ensure successful delivery of client service commitments.
• Prepare and run client-specific reports as needed.
• Collaborate with internal teams and TPA partners to respond to client inquiries.
• Facilitate the resolution of client concerns.
• Participate in client-facing activities such as benefit fairs and employee meetings.

Requirements

• Bachelor’s degree or equivalent related experience.
• Minimum 3 years of experience in a TPA or insurance environment.
• Strong knowledge of self-funded health plans and employee benefit programs.
• Familiarity with benefit-related federal regulations.
• Excellent written and verbal communication skills.
• Exceptional organizational skills with strong attention to detail.
• Proficiency in Microsoft Office.
• Strong analytical and problem-solving skills.
• Ability to comprehend complex information.
• Effective time management skills.

Benefits

• Comprehensive medical, dental, vision, and life insurance coverage.
• 401(k) retirement plan with employer match.
• Health Savings Account (HSA) & Flexible Spending Accounts (FSAs).
• Paid time off (PTO) and disability leave.
• Employee Assistance Program (EAP).