Marketing Service Representative (Account Manager)

About the role

The Account Manager is the primary point of contact for assigned customers and brokers, building strong relationships while supporting account retention, service delivery, renewals and overall customer satisfaction. The role works closely with clients, brokers, sales teams and internal stakeholders to address customer needs, resolve issues, coordinate benefit-related activities and ensure successful implementation and ongoing account management.

Key responsibilities

• Serve as a trusted partner and primary contact for assigned customers and broker relationships.
• Manage day-to-day account servicing and ensure timely resolution of customer and broker inquiries.
• Support account retention and renewal strategies through proactive client engagement.
• Coordinate new account implementations, renewals and enrollment activities.
• Collaborate with internal teams to resolve complex service issues and ensure customer satisfaction.
• Prepare account reports, contractual documentation and customer communications, and maintain accurate customer records and account data.
• Facilitate customer meetings, enrollment sessions and benefit education, and identify customer needs and recommend aligned solutions.
• Ensure compliance with HIPAA, regulatory requirements and company policies.
• Support special projects and initiatives contributing to customer retention and business growth.

Required profile

• Bachelor's degree and 1 year of experience in health insurance/health care in a service, sales or marketing position, or 5 years in a marketing service representative role, or 5 years in sales/marketing or health care management/claims/provider service experience.
• State insurance license(s) or ability to obtain them within the required time frame.
• Organizational and decision-making skills, written and verbal communication skills, and the ability to interact professionally with internal and external contacts.
• PREFERRED: health insurance/health care experience.

Required skills

• Proficiency in Microsoft Excel, Word, PowerPoint and Access.

What we offer

• Base pay range of $47,500 - $86,000, varying with skills, experience and location.
• An annual incentive bonus plan subject to its terms and conditions.
• Benefits such as health and wellness, 401(k), pension, paid time off, paid parental leave, disability insurance, tuition reimbursement and more.
• Flex employees must be in the office at least three days a week; schedules may be adjusted for exigent circumstances.