Account Support Specialist-REMOTE

Warner Pacific Insurance Services•Westlake Village, CA

3d•$18 - $28•Remote

About The Position

The Account Support Specialist is responsible for managing enrollment processes, maintaining accurate client records, and ensuring effective communication between clients, carriers, and internal teams. This role requires strong knowledge of employee benefits, organizational skills, attention to detail, and the ability to work independently in a fast-paced environment while delivering excellent customer service. Depending on experience level, the Account Support Specialist may handle complex cases, mentor team members, conduct audits, and contribute to cross-functional initiatives.

Requirements

High School Diploma or equivalent required.
Proficiency in Microsoft Office required.
Excellent customer service and relationship building skills.
Strong verbal and written communication skills.
Excellent attention to detail, organizational, and problem-solving abilities.
Proven ability to manage multiple tasks and deadlines in a fast-paced environment.
Demonstrated ability to work independently and collaboratively.

Nice To Haves

2+ years of experience in employee benefits, including group health, dental, vision, life, or worksite products preferred.
Experience using CRM platforms such as Salesforce and BenefitPoint preferred.
Experience with enrollment platforms such as Ease and Employee Navigator preferred.

Responsibilities

Process and oversee enrollment requests, including new hire enrollments, terminations, and benefit changes, ensuring accuracy and timeliness.
Manage enrollment activities through carrier portals.
Maintain and update client cases in Salesforce to track from receipt to completion.
Gather client data (e.g., questionnaires, census files), create cases in Salesforce, and coordinate submissions with carriers.
Follow up with carriers on enrollment, terminations, billing discrepancies, and paid-to-date status.
Manage complex enrollment exceptions, conduct audits, and ensure adherence to quality standards.
Provide timely updates to Account Managers and clients on enrollment, open enrollment, and renewal status.
Respond promptly and professionally to client inquiries, ensuring clarity, accuracy, and resolution.
Build and maintain strong relationships with clients, brokers, and carrier partners.
Serve as an escalation point for complex issues, depending on experience level.
Partner with internal teams and participate in cross-functional projects to improve operational performance.
Deliver high-level customer service and contribute to client retention through a client-first approach.
Proactively identify and address potential issues to enhance service delivery.
For Senior-level roles: mentor junior associates, support vendor training, and contribute to process improvements.