Analyst,Account Manager

Role overview

Responsibilities

• Develop basic account plans and analyze customer data, performance metrics, and service trends.
• Build relationships and participate in customer meetings and communications.
• Coordinate eligibility and enrollment, including site additions, urgent enrollments, digital ID card requests, and eligibility verification.
• Review benefit grids, plan documents, SBC materials, and customer-facing documents for accuracy.
• Support renewals through rate validation, benefit comparisons, documentation review, and deliverable coordination.
• Assist with billing, commission, and account inquiries; research issues, manage escalations, and help resolve them.
• Maintain account records in Salesforce and track tasks, timelines, documents, and open actions for projects.
• Contribute to process improvements, team meetings, and collaborative projects.

Required qualifications

• 1–2 years of relevant experience in account management, customer service, health care operations, benefits administration, or a related field.
• Strong organization, attention to detail, communication, problem-solving, and coordination skills.
• Able to manage multiple priorities, work independently, and contribute to a collaborative team.
• Proficiency with Microsoft Office applications.
• Bachelor's degree or equivalent combination of education and relevant work experience.

Preferred qualifications

• Experience in medical carriers, health insurance, employee benefits, or benefits administration.
• Experience supporting employer groups, brokers, customers, or members.
• Familiarity with eligibility, enrollment, plan documents, or SBC requests.
• Experience with Salesforce or a comparable customer relationship management platform.
• Experience with cross-functional or geographically dispersed teams.

Pay and schedule

• Full-time role with 40 anticipated weekly hours.
• Structured salary range is USD 43,888–85,068 yearly; actual offer depends on experience, education, geography, and other factors.
• Role may be eligible for a bonus, commission, or short-term incentive program.

Benefits

• Benefits include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, subject to eligibility.