Account Services Representative, Sr. jobs in Bellingham, WA

Company Overview:

Company Coastal Administrative Services is a local administrator for medical, dental, and vision insurance. Our primary goal at CAS is to provide high quality administrative services and to act as stewards of our clients’ health care programs. CAS was founded in 1999 and we are a premier third-party administrator in the Pacific Northwest. We have helped hundreds of employers with their benefit programs and savings opportunities. Our website is http://www.casbenefits.com

Job Title: Client Account Manager

Department: Account Management

Reports To: VP of Sales / CEO

Summary:

As an Account Manager you will be working alongside the sales team to help ensure timely and accurate implementation of new group accounts while also maintaining the day-to-day management of assigned broker and agent accounts. Activities might include, but are not limited to, handling client questions and requests, updating marketing materials, coverage reviews, broker outreach, and escalated member inquiries.

Essential Duties and Responsibilities:

• Helps to assure timely and accurate implementation of group account holders.
• Serve as a subject matter expert for clients.
• Maintains workflow and assist with sales projects.
• Prepares proposal renewals, implementation materials and contracts for all new and existing groups.
• Responsible for approximately 20-30 groups.
• Send out proposals to carriers and helps with formatting spreadsheets.
• Contributes to team effort by accomplishing related results as needed.
• Attend phone/virtual meetings as necessary.
• Portal maintenance and training: Plan-Watch, CAS, CEEM enrollments, HSA, Implementations, building or updating plan documents, DPC census reports and payments, FSA, ASA reviews.
• Renewals: Handling requests and submitting reports to stoploss carriers. Oversee implementation for new and renewing groups (contracts, vendor implementation, id cards).
• Reporting: Spec, aggregate, plan performances (upon request).
• Customer Service: one hour of scheduled customer service phone time per day as well as supporting CAS agents by troubleshooting escalated inquiries (as necessary).
• Reviews: ASA, Summary plan documents, administrative contracts (proofing prior to sending to clients for signatures), SPD generations and reviews.
• Meetings: Weekly/Monthly/Quarterly (client dependent) meetings to check-in/troubleshoot any open items.
• Misc.: Process Cigna P4P Claims/remittances, setup new groups, update groups with vendor changes on portals, provide backup assistance for eligibility (exporting files to vendors, troubleshooting vendor data issues, releasing member id cards), etc.
• Represents and promotes firm’s vision and values.

Experience / Attributes:

· Excellent interpersonal and communication skills.

· Organization and prioritization skills necessary.

· Works collegially and participates with team.

· Good project management skills.

· Understands sales planning and reporting.

· BA/BS in marketing, sales, business or related field (preferred).

· Demonstrated knowledge of the insurance or related industry, products and services.

· Demonstrates creativity.

*FULL-TIME ONSITE POSITION* and *MUST BE ABLE TO PASS A BACKGROUND CHECK*

Job Type: Full-time

Pay: $53,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off

Experience level:

• 2 years

Schedule:

• Monday to Friday

Travel requirement:

• No travel

Education:

• Bachelor's (Required)

Experience:

• Microsoft Excel: 2 years (Preferred)
• Customer service: 3 years (Preferred)
• Account management: 2 years (Required)
• Microsoft Office: 3 years (Required)
• Office management: 1 year (Preferred)
• Medical billing or accounting: 1 year (Required)
• Claims Processing: 1 year (Required)
• HIPAA: 1 year (Required)
• Healthcare management: 1 year (Required)

Ability to Commute:

• Bellingham, WA 98225 (Required)

Ability to Relocate:

• Bellingham, WA 98225: Relocate before starting work (Required)

Work Location: In person