Account Specialist

Avesis Incorporated

Job Overview

Location

Remote, USA

Job Type

Full-time

Full Job Description

📋 Description

• Support assigned small group dental and vision accounts with proactive client service, renewal coordination, issue resolution, and ongoing account management for groups under 100 enrolled members.
• Serve as the primary point of contact for assigned accounts, responding to phone calls, emails, and client inquiries in a timely and professional manner.
• Monitor and manage assigned inboxes and service requests to ensure complete resolution and follow-up.
• Participate in client presentations and meetings conducted in person or via Microsoft Teams.
• Resolve client inquiries related to eligibility, claims, billing, enrollment, and commission statements.
• Process Broker of Record change requests and coordinate with internal departments to address escalations and complex issues.
• Provide invoice copies and assist with billing-related questions and account clarification requests.
• Manage the renewal block for assigned accounts, proactively engaging brokers and clients prior to contract expiration.
• Conduct scheduled renewal outreach, account check-ins, and benefit reviews throughout the policy lifecycle.
• Coordinate renewal discussions, plan option presentations, and benefit comparisons with internal teams and sales partners.
• Identify retention and upsell opportunities based on client utilization, benefit usage, and market conditions.
• Assist with implementation of approved renewal changes and plan modifications.
• Maintain accurate renewal tracking, documentation, and follow-up activities while monitoring market trends and competitive conditions.
• Escalate renewal risks, client concerns, and retention challenges to appropriate stakeholders.
• Update and maintain accurate client profiles and account records in internal systems.
• Support account reviews, implementation activities, and internal projects as needed.
• Assist with custom reporting, market turnaround requests, and product/benefit communication materials.
• Handle escalated issues within assigned account block while adhering to established guidelines and protocols.
• Manage competing priorities in a fast-paced environment with strong time management and organizational skills.
• Collaborate cross-functionally with internal departments including Eligibility, Sales, and Operations to ensure seamless client service.
• Demonstrate professionalism in all client interactions, including high-stakes or escalated situations.
• Learn and apply company products, benefits, systems, and processes accurately and efficiently.
• Work independently with moderate supervision while managing multiple accounts and communication channels simultaneously.
• Uphold behavioral expectations including collegiality, initiative, communicative clarity, member-focused service, detail-oriented execution, flexibility, critical thinking, integrity, and collaboration.

🎯 Requirements

• 2+ years of Account Management, Customer Service, or Sales experience in an insurance industry-related environment
• Health and Life producer license required
• Regional travel required up to 30% annually, with enhanced travel demands in Q4
• Reliable internet service with minimum 50 Mbps download and 10 Mbps upload speeds while hardwired (not on VPN)

🏖️ Benefits

• Competitive compensation package with base pay ranges varying by geographic zone (Zone A: $50,780–$84,640; Zone B: $55,320–$92,200; Zone C: $59,540–$99,240)
• Excellent medical, dental, supplemental health, life, and vision coverage for employee and dependents with no wait period
• Life and disability insurance
• 401(k) with company match
• Tuition assistance, paid parental leave, and backup family care
• Flexible time off, dress code, and work location policies
• Employee Resource Groups focused on inclusion and diversity
• Opportunities for social responsibility, community volunteering, and educational alliances

Skills & Technologies

Remote

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Avesis Incorporated

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About Avesis Incorporated

Avesis Incorporated provides vision, dental, and hearing benefit management services to Medicaid, Medicare Advantage, and commercial health plans. The company administers routine and specialty care networks, claims processing, member services, and utilization management for over 20 million covered lives across the United States. Its programs emphasize preventive care, accessible provider networks, and data-driven clinical oversight to improve oral, vision, and hearing health outcomes while controlling costs for public and private payers. Founded in 1978, Avesis is headquartered in Phoenix, Arizona, and operates as a wholly owned subsidiary of Guardian Life Insurance Company of America.

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