Associate, Account Manager (Field, Northern California)
About The Position
We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Position Summary: Provides proactive account management and develops strong relationships by supporting the Account Executive for existing customers in the Large Group segment. The Associate, Account Manager is responsible for plan benefits, account setup, plan sponsor reporting, and serving as an operations liaison.
Requirements
- 1–2 years of customer service experience.
- Strong communication and interpersonal skills.
- Ability to problem-solve and resolve customer issues effectively.
- Basic computer proficiency and ability to learn internal systems.
- California Accident & Health Agent License (active or obtained within 90 days of start date).
Nice To Haves
- Experience supporting existing business or account management functions.
- Familiarity with benefits, insurance, or plan administration processes.
- Ability to manage multiple tasks in a fast-paced environment.
Responsibilities
- Identifies customer service issues, recommends solutions, and may lead resolution efforts by collaborating with internal teams.
- Provides customers with Aetna policy updates, plan design and benefit changes, and network updates, including analysis of impact, in conjunction with Account Executive.
- Supports plan administration activities such as installation, open enrollment, plan setup, eligibility, billing, and drafting by working proactively with support areas; signs off on ID cards.
- May assist with training on product and policy questions.
- Responds to customer requests for network analysis, benefit plan design changes, and clarifications.
- Must be able to instill confidence in customers and demonstrate a proactive approach to issue resolution.
Benefits
- medical
- dental
- vision coverage
- paid time off
- retirement savings options
- wellness programs
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
