Account Manager

Job Description

Job Description

Consociate Health, a leading Third-Party Administrator, offers an opportunity to grow and develop your career in an environment that provides a fulfilling workplace for employees, and creates continuous learning and embraces the ideas and diversity of others.

As part of our Mission to make Healthcare more accessible and affordable for our clients through innovation solutions and expert consultation, we value the inherent qualities that are foremost in our Mission, Vision, Values- Compassion, Humility and Impact, which allow us all to create authentic relationships with our team and our clients.

GENERAL SUMMARY:

This position will serve as an internal administrative support to all members of the Account Management Division.

PRINCIPAL DUTIES AND RESPONSIBILITIES:

• Address and resolve customer questions and by investigating problems, developing solutions, preparing reports, and coordinating with other departments.
• Track and trend issues to determine common issues that require process improvements using Monday.com, GuideCx, or other internal platforms.
• Assist the Account Executive with reporting and projects.
• Assist with preparation of open enrollment meeting materials.
• Assist the Account Executive with new client onboarding tasks.
• Ability to work independently.
• Ability to prioritize work based on changes in business needs.
• May travel for Open Enrollment meetings, job fairs, etc.
• Other possible duties as may be assigned.

GENERAL EXPECTATIONS:

• Present a positive image of Consociate Health at all times.
• Provide and promote the delivery of services with a prevailing attitude of respect and recognition of the personal worth and dignity of every individual whether they are a customer, co-worker, producer or supervisor.
• Communicate in a clear and concise manner, while also demonstrating receptivity through active listening.
• Identify and perform work that has not been specifically assigned, as needed.
• Continuously seek opportunities for improvement and suggest ways in which procedures/systems may be modified to accomplish tasks/goal efficiently and effectively,
• Demonstrate a teamwork philosophy by working cooperatively with others inside and outside the Client Relations Division.
• Attend required in-service and staff meetings.
• Preserve the confidentiality of all business-sensitive information, including but not limited to that of insured groups and individuals, employees and applicants.
• Adheres to established safety standards and utilizes proper techniques to avoid work-related injuries.

SERVICE EXPECTATIONS:

• Greet all people in a prompt and courteous manner. Communicate in a warm and courteous manner, making eye contact and speaking in a tone of voice that matches words.
• Ask customers what they need and strive to exceed their expectations. Offer and provide assistance whether or not the request falls within your specific job duties.
• Respond to customer and producer requests in a timely manner, returning calls promptly and keeping them informed of delays before they ask.
• Make decisions based on customer needs, opinions, complaints or suggestions.
• Take appropriate steps to resolve problems to the customers or producers' satisfaction.
• Seek opportunities, provide value-added services, and eliminate tasks that do not serve our customer.
• Remain aware of products and services provided by Consociate Health

KNOWLEDGE, SKILLS AND ABILITY REQUIREMENTS:

• Bachelor's or Associates degree in health, business or related field or comparable work experience.
• Understanding of the Insurance Industry, marketing and sales.
• Licensing in Life, Health and Accident.
• Excellent human relations skills.
• Must be articulate, possess a professional business manner and have excellent organizational and communication skills.

PHYSICAL AND MENTAL ABILITIES:

• Ability to perform sedentary work for extended periods of time.
• Ability to utilize personal computer, telephone system, and communicate with a variety of customers.
• Ability to concentrate, meet deadlines, work on several projects during the same period, and adapt to interruptions.

BENEFITS:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Paid training
• Vision insurance