About The Position

At CVS Health, we’re building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care. As the nation’s leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues – caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day. Position Summary The Account Associate supports client retention for assigned constituents (producers, plan sponsors, customers), business or customer segment, and products, services, and geographies by providing issue resolution and information to existing accounts throughout their respective lives. They work independently to solve problems and renewal-related issues for existing business to enable the Account Manager to focus on growth opportunities. They are responsible for end-to-end renewal contract process. They will ensure timely and accurate enrollment, installation, setup, and eligibility for renewals. Fundamental Components: Identifies constituent-specific service issues, identifies solutions, and may lead resolution of issues working with other areas. Provides constituents with Aetna policy, plan design and benefit changes, and network updates, including analysis of impact. Collaborates with account management team to achieve growth/renewal objectives; may assist in preparation and delivery of renewal packages. May support plan administration activities, including installation, open-enrollment, health fairs, plan set-up, eligibility, billing, and drafting by working proactively with support areas; signs-off on ID cards. Some support activities could require attainment of state licensure to sell insurance products. May assist in constituent training on product and policy questions. May take initial calls for direct sales requests and forward requests to appropriate sales staff. Creates collaborative partnerships with sales to develop a comprehensive growth strategy for assigned book of business that is aligned with customer’s objectives, financial position, and employee benefit strategy, while providing cross-selling opportunities and profitable revenue and growth to Aetna.

Requirements

  • At least 1 year of professional experience in customer service.
  • Proficiency with desktop software applications such as Outlook, Word, PowerPoint, Teams, and Salesforce.
  • Must be located in the Connecticut, Massachusetts, Maine, or Rhode Island.
  • Must be willing to travel 10-20% within the New England market.
  • Resident Insurance License, or willingness to obtain within 90 days of hire.

Nice To Haves

  • Outstanding written and oral communication skills.
  • Exceptional project management skills, problem solving, and attention to detail.
  • Exceptional relationship-building skills.
  • Demonstrated planning/organizational skills; ability to work on many issues at once and to prioritize work.
  • Demonstrated ability to develop strong working relationships with matrix partners to drive deliverables.
  • Ability to work 3 days in the Hartford, CT or Boston, MA offices.

Responsibilities

  • Identifies constituent-specific service issues, identifies solutions, and may lead resolution of issues working with other areas.
  • Provides constituents with Aetna policy, plan design and benefit changes, and network updates, including analysis of impact.
  • Collaborates with account management team to achieve growth/renewal objectives; may assist in preparation and delivery of renewal packages.
  • May support plan administration activities, including installation, open-enrollment, health fairs, plan set-up, eligibility, billing, and drafting by working proactively with support areas; signs-off on ID cards.
  • Some support activities could require attainment of state licensure to sell insurance products.
  • May assist in constituent training on product and policy questions.
  • May take initial calls for direct sales requests and forward requests to appropriate sales staff.
  • Creates collaborative partnerships with sales to develop a comprehensive growth strategy for assigned book of business that is aligned with customer’s objectives, financial position, and employee benefit strategy, while providing cross-selling opportunities and profitable revenue and growth to Aetna.

Benefits

  • Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.
  • No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
  • Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Number of Employees

5,001-10,000 employees

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