Analyst, Account Manager

This is a fully remote position, open to applicants in Alabama, +46 more states.

📋 Description

• Create fundamental account plans and strategies to enhance customer satisfaction, retention, and business growth.

• Evaluate customer data, performance metrics, and service trends to uncover areas for improvement and support account management efforts.

• Establish and nurture working relationships with customers, brokers, and internal business partners.

• Engage in customer meetings and communications to aid account management activities and address client needs.

• Oversee eligibility and enrollment tasks, including site additions, urgent enrollments, digital ID card requests, and member eligibility verification.

• Inspect benefit grids, plan documents, Summary of Benefits and Coverage materials, and other customer-facing documents for accuracy and completeness.

• Assist with renewals through grid review, rate validation, benefit comparisons, documentation assessment, and deliverable coordination.

• Help with billing, commission, and other account-related inquiries and issue resolution.

• Investigate customer, broker, and member issues, manage escalations, and ensure timely resolution.

• Maintain customer records, activities, service requests, and account updates within Salesforce.

• Support implementation, renewal, and account management projects by tracking tasks, timelines, documentation, and action items.

• Participate in team meetings, process improvement initiatives, and collaborative projects.

⛳️ Requirements

• 1-2 years of relevant experience in account management, customer service, healthcare operations, benefits administration, or a related field.

• Strong organizational abilities to manage multiple requests, priorities, and deadlines.

• Proven attention to detail when reviewing benefit information, customer materials, and plan documentation.

• Excellent written and verbal communication skills.

• Strong problem-solving capabilities and the ability to collaborate with multiple business partners.

• Capacity to work independently while effectively contributing within a collaborative team environment.

• Proficiency in Microsoft Office applications.

• Bachelor's degree or a comparable combination of education and relevant work experience.

• Preferred: Experience with medical carriers, health insurance, employee benefits, or benefits administration.

• Preferred: Background in supporting employer groups, brokers, customers, or members.

• Preferred: Knowledge of eligibility, enrollment, plan documents, or Summary of Benefits and Coverage requests.

• Preferred: Familiarity with Salesforce or a similar customer relationship management platform.

• Preferred: Experience working with cross-functional or geographically dispersed teams.

🏝️ Benefits

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

• Medical coverage.

• Dental coverage.

• Vision coverage.

• Paid time off.

• Retirement savings options.

• Wellness programs.

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