Account Management Support Specialist Job Summary: To support groups, brokers, and the account management team in the sales and retention of dental and vision groups. Primary Job Responsibilities: Assists Account Managers with day-to-day client customer service including, but not limited to, managing eligibility requests, ordering ID cards, resolving claims issues, updating client information, and coordinating client needs across departments. Assists clients and agents assigned to the Account Management Support team with inquiries and issues. Assists Account Managers with the compilation of scheduled reports and other client reporting needs. Assists with the preparation of contract amendments and document generation, and respond to document requests from agents and clients. Serves as a backup contact for clients and agents while the Account Management team is traveling or out of the office. Prepares client renewal packets, and assists Account Managers with the delivery of renewals to agents and clients. Responsible for managing and responding to the Account Management Support email inbox. Answers and assists with incoming calls to the Sales & Account Management phone line. Builds and maintains relationships with account managers, agents, and clients. Maintains and tracks client terminations and term explanations for monthly marketing reporting. Assist account managers with the preparation of benefit fair supplies including printing and shipping supplies. Cross-training within the department as needed. Facilitates the new client implementation process while working with internal departments to ensure the set-up is completed within specified timeframe. Maintains Agent of Record changes, appointment and termination of agents and agencies. Assist agents with commission inquiries. Maintains the DDPA Opportunity Database by reporting new sales, renewals, and terminations of clients to ensure compliance with DeltaUSA policies. Manually update or correct vision eligibility in the vision carrier system for time-sensitive updates. Manages web portal access for brokers and clients, including new user setup, access level modifications, terminations, and troubleshooting.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED