Account Representative

Account Representative

They are on your side! A leading Fortune 500 insurance and financial services company headquartered in Columbus, Ohio is hiring. If you want to work for a company that provides a great culture, great opportunities, and a huge impact, apply to join our client's team!

Location: 111 W. Pleasant Street, Suite 200 Milwaukee, WI 53212

Pay Rate: $17.91/hour, paid weekly

Training Schedule: 9 AM to 5 PM, Mondays to Friday (5-6 weeks)

Target Start Date: 10/05/2026, pending completion of new hire onboarding

Position Summary

As an Analyst, you'll research, analyze, resolve and respond to inquiries and provide support in the development and maintenance of business processes for customers to achieve desired business results. You will also respond to escalated customer requests regarding premiums and refunds.

Key Responsibilities

Summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Answer inbound ACD calls, manage email correspondence and perform outbound follow-ups
• Execute effective resolutions on service needs, including claims, billing, eligibility, licensing, commissions, web access, retention and other customer service needs that arise.
• Provide a highly personalized member experience dedicated to educating Employers, Brokers and members on coverage and the tools and resources available to them.
• Foster a sense of urgency and commitment to achieve goals resulting in the ability to influence the organization to meet and exceed customer expectations.
• Perform root cause analysis and determine proper course of action.
• Explain insurance concepts in an easy to understand format.
• Demonstrate strong understanding of all workflows and business processes to execute overall service strategy.
• Identify areas of process improvement and works with manager and internal organization to improve processes.
• Meet and exceed individual and team performance goals to improve overall lapse rate and services.

Required Skills

• Previous industry experience
• Understanding of underwriting risk factors that influence health insurance profitability
• Advanced customer service skills-ability to handle a wide variety of callers in a professional manner and strong interpersonal skills
• Ability to process complex time sensitive information from multiple sources, make decisions based on data and to effectively communicate the related required actions to a broad audience
• High degree of initiative, mature judgment, and self-motivation
• Effective organization and time management skills with the ability to work under pressure and adhere to project deadlines
• Team oriented ability to provide guidance on process, procedures, and product
• Comfortable with delivering and receiving feedback

Upon acceptance of offer, candidates will be required to submit to a 10-year criminal background check, urinalysis drug screen, and soft credit screen.

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