Account Specialist

Join us for an exciting career with the leading provider of supplemental benefits! Our promise is to develop skill‑building, leadership development and philanthropic opportunities, providing opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
Account Specialist

Communication & Client Support

Communicate internally and externally to support assigned accounts and ensure timely resolution of client needs
Respond to phone calls, emails, and client inquiries
Participate in client presentations and meetings (in person and via Teams)
Monitor assigned inboxes and requests through completion
Serve as a primary point of contact for assigned accounts
Inquiry Resolution: Support eligibility, claims, billing, and general account inquiries
Process requests for information and commission statement requests
Coordinate Broker of Record change requests
Partner with internal departments to resolve client issues and escalations
Billing & Enrollment Support

Provide invoice copies and assist with billing‑related questions
Support enrollment inquiries and enrollment clarification requests
Coordinate with Eligibility and other internal departments to ensure accuracy of member information
Assist with open enrollment materials and scheduling requests
Renewal & Retention Management

Manage assigned renewal block for groups under 100 enrolled members
Review upcoming renewals and proactively engage brokers and clients prior to contract expiration
Conduct scheduled renewal outreach and account check‑ins throughout the policy lifecycle
Coordinate renewal discussions, benefit reviews, and plan option presentations with internal departments and sales partners as needed
Identify retention and upsell opportunities based on client utilization, benefit usage, and market conditions
Assist with implementation of renewal changes and approved plan modifications
Maintain ongoing broker and client communication throughout the renewal process
Monitor market trends and competitive conditions impacting renewal strategy
Escalate renewal risks, client concerns, and retention challenges appropriately
Maintain accurate renewal tracking, documentation, and follow‑up activities
Administrative & Operational Support

Maintain accurate records and update client profiles
Support account reviews, implementation activities, and internal projects
Assist with custom reporting and market turnaround requests
Support product, benefit, and pricing communications
Handle escalated issues within assigned block of business
Time Management & Additional Skills

Time management and prioritization
Attention to detail and accuracy
Problem‑solving and critical thinking
Organization and multitasking
Customer service orientation
Cross‑functional collaboration
Verbal and written communication skills
Ability to manage competing priorities in a fast‑paced environment
Decision‑making within established guidelines
Adaptability to changing business needs
Ability to learn and apply products, benefits, systems, and processes
Ability to work independently with moderate supervision
Ability to manage multiple accounts and communication channels simultaneously
Professionalism in client interactions and escalated situations
Behavioral & Soft Skills

Collegiality:

building strong relationships on company‑wide, approachable, and helpful, ability to mentor and support team growth.
Initiative:

readiness to lead or take action to achieve goals.
Communicative:

ability to relay issues, concepts, and ideas to others easily orally and in writing.
Member‑focused:

going above and beyond to make our members feel seen, valued, and appreciated.
Detail‑oriented and thorough:

managing and completing details of assignments without too much oversight.
Flexible and responsive:

managing new demands, changes, and situations.
Critical Thinking:

effectively troubleshoot complex issues, problem solve and multi‑task.
Integrity & responsibility:

acting with a clear sense of ownership for actions, decisions and to keep information confidential when required.
Collaborative:

ability to represent your own interests while being fair to those representing other or competing ideas in search of a workable solution for all parties.
Minimum Qualifications

2+ years of Account Management, Customer Service, or Sales or similar job function in an insurance industry related environment.
Experience in Managed Care and/or healthcare account management preferred.
Health and Life producer license required.
Regional travel required up to 30% throughout the year.
Enhanced travel demands in Q4 are essential within the assigned territory for success in this role.
As this role is a remote role, you are required to maintain internet service that allows you to complete your essential job duties without issue. Rates of 50 Mbps download and 10 Mbps upload while hardwired and not on a VPN are sufficient.
Preferred Qualifications

Capability to educate the client and manage expectations accordingly.
Exhibit excellent relationship building skillset and mindset – able to coordinate involvement of company personnel, including support, service, and management resources in order to meet account performance objectives and customers’ expectations.
Possess a forward‑thinking mindset; regularly assess, clarify, and validate customer needs.
Demonstrate exceptional written and oral communication.
Assume additional responsibilities, including special projects as needed.
The ability to work together as a team within your region and as a part of Account Management as a whole.
Benefits

Base pay within the range is ultimately determined by a candidate's skills, expertise, or experience.
For this role, our current pay ranges for new hires in each zone are:

Zone A: $50,780.00-$84,640.00
Zone B: $55,320.00-$92,200.00
Zone C: $59,540.00-$99,240.00

FLSA Status: Hourly/Non‑Exempt
This role may also be eligible for benefits and commission.
Competitive compensation package.
Excellent medical, dental, supplemental health, life and vision coverage for you and your dependents with no wait period.
Life and disability insurance.
A great 401(k) with company match.
Tuition assistance, paid parental leave and backup family care.
Dynamic, modern work environments that promote collaboration and creativity to develop and empower talent.
Flexible time off, dress code, and work location policies to balance your work and life in the ways that suit you best.
Employee Resource Groups that advocate for inclusion and diversity in all that we do.
Social responsibility in all aspects of our work.
We volunteer within our local communities, create educational alliances with colleges, drive a variety of initiatives in sustainability.
Equal Employment Opportunity

At Avēsis, we celebrate differences and are building a culture of inclusivity and diversity. We are proud to be an Equal Employment Opportunity employer that considers all qualified applicants and does not discriminate against any person based on ancestry, age, citizenship, color, creed, disability, familial status, gender, gender expression, gender identity, marital status, military or veteran status, national origin, race, religion, sexual orientation, or any other characteristic. At Avēsis, we believe that, to operate at the peak of excellence, our workforce needs to represent a rich mixture of diverse people, all focused on providing a world‑class experience for our clients. We focus on recruiting, training and retaining those individuals that share similar goals. Come Dare to be Different at Avēsis, where We See You! Avēsis has been providing essential ancillary benefit solutions since 1978. Since its inception Avēsis has developed, administered and refined its offerings to provide clients with best‑in‑class product choices and services. Today, our programs cover more than 8.5 million members throughout the country. We strive for excellence in all that we do and our benchmark performance in terms of member satisfaction and client retention underscores this singular focus.

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