Full-Time Account Support Specialist

Position Summary

We are looking for a detail-oriented and proactive Account Support Specialist to join our growing team. This is a key foundational role that supports our Account Management and Enrollment teams by ensuring client accounts are accurately maintained, internal processes run smoothly, and data is reliable. This position is designed as a developmental path to becoming an Account Manager.

Essential Duties & Responsibilities

• Provide administrative and operational assistance to Account Managers.
• Work within a shared inbox to answer inquiries from clients, brokers, and internal teams.
• Submit eligibility changes to the eligibility team, ensuring the assigned Account Manager is copied on all communications.
• Coordinate invoice requests and resolve portal access issues.
• Send welcome emails to new and renewing groups and maintain consistent, professional communication.
• Conduct ID card audits to ensure group and member materials are accurate.
• Organize and maintain group SharePoint folders and update Monday.com with groups information upon implementation and renewals to ensure current and accurate information.
• Edit marketing materials for the Account Mangers to support client onboarding.
• Partner with internal teams to research and resolve inquiries regarding eligibility, ID cards, claims and Explanations of Benefits (EOBs), invoices, billing, and COBRA administration.
• Maintain and update information in Monday.com to ensure accuracy and quality assurance when eligibility changes are made for members.
• Other tasks as assigned.

Qualifications

• High school diploma or equivalent required.
• Associate’s or bachelor’s degree in business administration, communications, healthcare management, or a related field preferred.
• Minimum of 2 years of experience in a customer service, account coordination, benefits administration, or a related healthcare, insurance, or related field.
• Proficiency in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint).
• Strong written and verbal communication skills with a professional and customer-focused demeanor.
• Exceptional attention to detail and accuracy.
• Ability to manage multiple priorities and meet established deadlines in a fast-paced environment
• Demonstrated ability to maintain confidentiality and handle sensitive information in compliance with HIPAA.
• Strong problem-solving and critical-thinking skills with the ability to work both independently and collaboratively.

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