Account Specialist

Join us for an exciting career with the leading provider of supplemental benefits!

Our 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.

As an Account Specialist, you will be responsible for nurturing Avesis’ small-market dental and or vision accounts. This position plays a crucial role in facilitating smooth client communication and satisfaction by managing transactions, resolving complaints, and addressing customer inquiries. You’ll work closely with dental and vision care brokers, benefit managers, and other stakeholders to promote services, resolve client issues, and identify business opportunities. This role reports to the Region Supervisors and requires strong organizational skills, time management, and a proactive approach to problem-solving to ensure efficient daily operations and client support.

Essential Job Functions:

• Communication
  • Both Internal and external to ensure smooth operations with accounts
  • Answering phone calls, emails, participating in client presentations both in person and via Teams as needed.
  • Welcome emails to new clients.
  • Internal follow up to task completion.
• Resolving client inquiries
  • Requests for information
  • Assistance with Eligibility
  • Assistance with claims inquiries
  • Assistance with billing inquiries
  • Commission Statement requests
• Broker of Record change requests
• Billing –
  • Copies of invoices
  • General inquiries and questions
  • Resolution as needed.
• Enrollment Inquiries
  • Clarification on enrollments
  • Communication with Eligibility to ensure accuracy.
• Schedule A Requests
• Open Enrollment Packet
• Daily inquiries as necessary
• Maintaining accurate records and updating client profiles as necessary
• Welcoming new client emails
• Open Enrollment meetings as necessary – travel is required for this position.
• Discuss account renewals, alternate product options, final decisions and compliance with clients to ensure successful retention of accounts.
• Handle escalated issues with the assigned block of business, including overall service, billing and claim issues and provide feedback to management.
• Supports a positive customer experience and market turnaround expectations by: building and maintaining administrative relationships with customers, consultants, brokers, and/or channels by working with cross-team peers to provide and obtain basic information to support contract, benefit/service, and renewal activities; identifying the most appropriate action to address and resolve routine and some non-routine customer, consultant, broker, and/or channel partner questions and concerns; completing moderately complex tasks with a limited degree of supervision to support Renewal responses and engagement strategies and providing accurate information including working knowledge of products, benefits/services offerings, and pricing models when assisting customers, consultants, brokers, and/or channels.
• Pursues effective peer relationships within and across teams to obtain and share resources and information. Listens to, addresses, and seeks performance feedback; acts as an informal resource for less experienced team members. Actively seeks new relevant knowledge and skills based on strengths and weaknesses; reviews others work to help others learn. Adapts to change, challenges, and feedback with minimal guidance; demonstrates flexibility in work. Assesses and responds to the needs of others to support completion of work tasks.
• Collaborate closely with the regional supervisor and team members to provide comprehensive support for the entire region block of business as required.

Requirements:

• High School Diploma or equivalent required, bachelor’s degree preferred.
• 2+ years of Account Management, Customer Service, or Sales or similar job function in an insurance industry related environment.
• Experience in Managed Care and/or healthcare account management preferred.
• Health and Life producer license preferred
• Intermediate proficiency with Microsoft Office Suite (Word, Excel, PowerPoint).
• Regional travel required.  Enhanced travel demands in Q4 are essential within the assigned territory for success in this role. 
• Capability to educate the client and manage expectations accordingly.

• Exhibit excellent relationship building skillset and mindset – able to coordinate involvement of company personnel, including support, service, and management resources in order to meet account performance objectives and customers’ expectations.
• Possess a forward-thinking mindset; regularly assess, clarify, and validate customer needs.
• Demonstrate exceptional written and oral communication.
• Assume additional responsibilities, including special projects as needed.
• The ability to work together as a team within your region and as a part of Account Management as a whole.  

How to stay safe:

Avesis is aware of fraudulent activity by individuals falsely representing themselves as Avesis recruiters. In some instances, these individuals may even contact applicants with a job offer letter, ask applicants to make purchases  (i.e., a laptop or gift cards) from a designated vendor, have applicants fill out W-2 forms, or ask that applicants ship or send packages of goods to the company.

Avesis would never make such requests to applicants at any time throughout our job application process. We also would never ask applicants for personal information, such as passport numbers, bank account numbers, or social security numbers, during process. Our recruitment process takes place by phone and via trusted business communication platform (i.e., Zoom, Webex, Microsoft Teams, etc.). Any emails from Avesis recruiters will come from a verified email address ending in @Avesis.com.

We urge all applicants to exercise caution. If something feels off about your interactions, we encourage you to suspend or cease communications. If you are unsure of the legitimacy of a communication you have received, please reach out to ITsupport@Avesis.com.

To learn more about protecting yourself from fraudulent activity, please refer to this article link (https://consumer.ftc.gov/articles/how-avoid-scam).  If you believe you were a victim of fraudulent activity, please contact your local authorities or file a complaint (Link: https://reportfraud.ftc.gov/#/) with the Federal Trade Commission. Avesis is not responsible for any claims, losses, damages, or expenses resulting from unaffiliated individuals of the company or their fraudulent activity.

We Offer

• Meaningful and challenging work opportunities to accelerate innovation in a secure and compliant way.
• Competitive compensation package.
• Excellent medical, dental, supplemental health, life and vision coverage for you and your dependents with no wait period.
• Life and disability insurance.
• A great 401(k) with company match.
• Tuition assistance, paid parental leave and backup family care.
• Dynamic, modern work environments that promote collaboration and creativity to develop and empower talent.
• Flexible time off, dress code, and work location policies to balance your work and life in the ways that suit you best.
• Employee Resource Groups that advocate for inclusion and diversity in all that we do.
• Social responsibility in all aspects of our work. We volunteer within our local communities, create educational alliances with colleges, drive a variety of initiatives in sustainability.

Equal Employment Opportunity

At Avēsis, We See You.  We celebrate differences and are building a culture of inclusivity and diversity. We are proud to be an Equal Employment Opportunity employer that considers all qualified applicants and does not discriminate against any person based on ancestry, age, citizenship, color, creed, disability, familial status, gender, gender expression, gender identity, marital status, military or veteran status, national origin, race, religion, sexual orientation, or any other characteristic.  At Avēsis, we believe that, to operate at the peak of excellence, our workforce needs to represent a rich mixture of diverse people, all focused on providing a world-class experience for our clients.  We focus on recruiting, training and retaining those individuals that share similar goals.  Come Dare to be Different at Avēsis, where We See You!