Account Specialist

About the Role

The Account Specialist will work closely with internal departments, including sales, eligibility, and billing, to ensure seamless account management and issue resolution. With a focus on building strong relationships and providing exceptional customer service, the ideal candidate will be a team player with excellent verbal and written communication skills.

Avēsis is a leading provider of supplemental benefits, and this role will play a critical part in supporting the company's mission to deliver high-quality products and services to its clients. By joining the Avēsis team, the Account Specialist will become part of a community that values diversity, transparency, and continuous learning.

What You Will Do

• Manage day-to-day communication with brokers and clients, including phone calls, emails, and client inquiries
• Coordinate with internal departments to resolve client issues and escalations
• Participate in client presentations and meetings, both in-person and via Teams
• Monitor assigned inboxes and requests through completion
• Serve as a primary point of contact for assigned accounts
• Support eligibility, claims, billing, and general account inquiries
• Process requests for information and commission statement requests
• Coordinate Broker of Record change requests
• 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

What We Are Looking For

• Excellent communication and interpersonal skills
• Strong problem-solving and critical thinking abilities
• Ability to work independently with moderate supervision
• Time management and prioritization skills
• Attention to detail and accuracy
• Ability to manage competing priorities in a fast-paced environment
• Decision-making within established guidelines
• Adaptability to changing business needs
• Ability to learn and apply products, benefits, systems, and processes
• Proficiency in Excel and other Microsoft Office tools
• Customer service orientation and a member-focused approach

Nice to Have

• Experience in the insurance or benefits industry
• Knowledge of sales and account management principles
• Familiarity with CRM software and other sales tools
• Certification in a related field, such as benefits administration or account management

Benefits and Perks

• Competitive salary and benefits package
• Opportunities for career growth and professional development
• Collaborative and dynamic work environment
• Flexible work arrangements, including remote work options
• Access to cutting-edge technology and tools
• Comprehensive training and support program
• Recognition and reward programs for outstanding performance
• Health and wellness initiatives, including mental health support
• Paid time off and holidays

• Be prepared to showcase your proficiency in Excel and other Microsoft Office tools, as well as your experience with CRM software and sales tools.
• Highlight your problem-solving skills and ability to work independently in a fast-paced environment.
• Emphasize your excellent communication and interpersonal skills, including your ability to build strong relationships with clients and internal stakeholders.
• Make sure to research the company culture and values, and be prepared to discuss how you align with Avēsis's mission and vision.
• Practice your responses to common account management and customer service scenarios, and be prepared to provide specific examples from your experience.
• Consider creating a portfolio or examples of your work, such as case studies or presentations, to demonstrate your skills and expertise.
• Don't be afraid to ask questions during the interview process, such as what a typical day looks like in the role or what opportunities there are for growth and development.