Avēsis
AccountSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Account Specialist at Avēsis. Skills: Client service, Account management, Renewal management. Support assigned accounts. Ensure timely resolution”
Industry & Context.
Issue resolution; Problem-solving; Critical thinking; Troubleshoot complex issues
Regional travel up to 30%, Maintain internet service
What They're Looking For.
Must Have
2+ years Account Management, 2+ years Customer Service, 2+ years Sales, Health and Life producer license
Nice to Have
Managed Care experience, Healthcare account management experience
What You'll Do.
Support assigned accounts
Ensure timely resolution
Respond to phone calls
Respond to client inquiries
Participate in client presentations
Participate in client meetings
Monitor assigned inboxes
Serve as primary point of contact
Support account inquiries
Support claims inquiries
Support billing inquiries
Support general account inquiries
Process requests for information
Process commission statement requests
Coordinate Broker of Record change requests
Resolve client issues
Resolve client escalations
Provide invoice copies
Assist with billing questions
Support enrollment inquiries
Support enrollment clarification requests
Ensure accuracy of member information
Assist with open enrollment materials
Assist with scheduling requests
Manage assigned renewal block
Review upcoming renewals
Engage brokers prior to contract expiration
Engage clients prior to contract expiration
Conduct scheduled renewal outreach
Conduct account check-ins
Coordinate renewal discussions
Coordinate benefit reviews
Coordinate plan option presentations
Identify retention opportunities
Identify upsell opportunities
Assist with implementation of renewal changes
Assist with approved plan modifications
Maintain broker communication
Maintain client communication
Monitor market trends
Monitor competitive conditions
Escalate renewal risks
Escalate client concerns
Escalate retention challenges
Maintain accurate renewal tracking
Maintain renewal documentation
Maintain renewal follow-up activities
Maintain accurate records
Update client profiles
Support account reviews
Support implementation activities
Support internal projects
Assist with custom reporting
Assist with market turnaround requests
Support product communications
Support benefit communications
Support pricing communications
Handle escalated issues
How You'll Work.
Team & Collaboration
Coordinate with internal departments; Partner with internal departments; Coordinate with sales partners; Cross-functional collaboration
Communication Scope
Client presentations; Client meetings; Verbal communication; Written communication
Full Job Description
# **Join us for an exciting career with the leading provider of supplemental benefits!** O**ur Promise** Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards. The Account Specialist is responsible for supporting assigned small group dental and vision accounts through proactive client service, renewal coordination, issue resolution, and ongoing account management activities. This role manages day-to-day communication with brokers and clients, coordinates with internal departments, supports retention initiatives, and assists with renewal and upsell opportunities for groups under 100 enrolled members. **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 sche
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