Marketing Service Representative (Account Manager) - San Antonio, TX
Core
Primary point of contact for assigned customers and brokers, managing account retention, service delivery, renewals, and enrollment activities.
Role type
Account Manager (Health Insurance)
Builds
Customer relationships and account success for health insurance clients
Domain
Health Insurance / Group Health Products
Deliverable
client delivery
Required skills
consultative relationship management, account servicing, enrollment coordination, compliance with HIPAA, data analysis, Microsoft Office proficiency
Preferred skills
sales database experience, Associate or Bachelor Degree
Responsibilities
Serve as primary contact for customers and brokers, manage day-to-day account servicing, support account retention and renewal strategies, coordinate new account implementations and enrollments, collaborate with internal teams to resolve service issues, prepare account reports and contractual documentation, facilitate customer meetings and benefit education, identify customer needs and recommend solutions, ensure compliance with regulatory requirements, support special projects.
Seniority
Mid-level, hands-on IC