Account Representative

About the Role

The Account Specialist supports EyeMed’s Strategic Partner Account Management team and contributes to the growth and retention of large healthcare partners. This role facilitates account management, coordinates cross-functional activities, resolves client issues, manages operational requests, supports reporting and presentations, and ensures exceptional client service. The Account Specialist serves as a liaison between client-facing teams and internal departments to ensure timely and accurate delivery of client requests and achievement of business objectives.

Key Responsibilities

• Serve as a primary support resource for Account Managers and Strategic Partner clients.
• Manage ticket submission and tracking for reporting, provider recruitment, provider escalations, geo-reporting, and other operational requests.
• Collect, analyze, and package reports and client information for Account Manager delivery.
• Build and update business review presentations, including data population and slide maintenance.
• Provide support for RFP responses and client information requests.
• Submit and track custom quote requests in partnership with Account Managers.
• Assist with ID card research, distribution inquiries, and related client requests.
• Conduct audits and reviews of client documentation and account materials to ensure accuracy.
• Support special projects, process improvement initiatives, and workload balancing activities.
• Maintain strong cross-functional relationships and communicate updates effectively.
• Support PTO coverage and other team support functions as needed.
• Identify opportunities to improve processes, efficiency, and client experience.
• Maintain detailed documentation and follow established turnaround times and service standards.

Requirements & Tech Stack

• Bachelor's degree
• 0-1 years business experience (account management, sales support, marketing, data/business analytics or relevant experience)
• Customer/client support experience
• Excellent communication skills (written/verbal)
• Ability to compile and interpret data sets
• Strong proficiency in Microsoft Office Suite, including Excel and PowerPoint
• Comfort managing e-mail and telephonic relationships
• Demonstrated sense of urgency responding to customers, attention to detail, and ability to proofread complex documents and data sets
• Possesses an Accident / Health Insurance License or ability to obtain license within 60 days of hire

Qualifications

• Health, dental or vision insurance industry experience
• Business-to-business client support experience
• Analytical skills with ability to manage multiple tasks while meeting required deadlines