Analyst, Account Client Management

This is a fully remote position, open to applicants in Texas.

📋 Description

• Serve as the operational leader for member journey processes and client materials.

• Execute requested modifications and address ad-hoc inquiries.

• Monitor open action items and ensure prompt follow-up.

• Prepare and distribute agendas and presentations for client-facing meetings and internal team syncs.

• Take thorough meeting notes and keep track of action items.

• Record and monitor open items and deliverables from client meetings and email exchanges.

• Handle routine ad-hoc client inquiries by collaborating with various internal departments.

• Oversee the intake, internal routing, and client-facing resolution of member complaints.

• Collaborate with Production, Business Analysts, and Data Relationship Managers to uphold operational workflows and account alignment.

• Document and convey client specifics within client profiles, account records, and tracking sheets.

⛳️ Requirements

• A minimum of 2 years of relevant experience in operations, client support, or administrative account coordination.

• Strong expertise in Google Suite (Gmail, Sheets, Slides) and Microsoft Excel.

• Experience in meeting administration, including agenda development, meticulous note-taking, and action item tracking.

• Excellent organizational abilities.

• Strong prioritization skills in a remote and fast-paced environment.

• Capability to explain operational processes and seek clarification in complex scenarios.

• Proficient in reviewing, analyzing, and organizing data using Excel.

• Familiarity with project management or collaboration tools such as Asana, Jira, Confluence, and PowerBI is an advantage.

• Direct experience in client-facing roles with effective verbal and written communication skills.

• Knowledge of Medicare, Medicaid, and Commercial plan structures.

• Familiar with AI agent technologies and their use in data analysis and addressing complex inquiries.

• Skilled in copywriting, proofreading, or editing.

• Experience in facilitating and presenting to clients and cross-functional teams multiple times a week for over a year.

• Bachelor's degree in business, health care, operations management, or a related field; equivalent combinations of experience and training may also be considered in lieu of a formal degree.

🏝️ Benefits

• Medical coverage.

• Dental coverage.

• Vision coverage.

• Paid time off.

• Retirement savings options.

• Wellness programs.

• Additional resources supporting physical, emotional, and financial well-being.

• CVS Health bonus, commission, or short-term incentive program in addition to base salary.