Account Specialist
Coupe HealthAbout the role
About Coupe Health
Healthcare today is complicated and confusing. Coupe Health changes that. Coupe delivers a different healthcare experience – one that is streamlined and simplified, saving our members time and money. At Coupe, we are passionate about transforming healthcare. Come join our team.
How Is This Role Important to Our Work?
This position is responsible for retaining and on boarding new clients in the Large Groups market segment through service and administration excellence. It collaborates and supports the account manager, and other external collaborators, (Clients, Agents, Consultants and Brokers) to actively grow and retain existing business. This position achieves results by developing deep and broad relationships with clients, agents, brokers and consultants. For designated accounts this position provides proactive service directly as well as timely resolution of service issues by coordinating with account management and operational personnel. It works in conjunction with account managers to assure Coupe Health maintains and grows its market position and provides onsite client services as required.
A Day in the Life:
- Build deep relationships and serves as the primary contact point for day to day service delivery with assigned customers and collaborators (agents, clients, brokers and consultants) to increase and maintain our market share.
- Coordinate and conduct the engagement strategy by delivering member enrollment meetings, health fairs and wellness events for all health plan products to foster a positive image of Coupe Health, and assure member understanding of their benefits.
- Manage and facilitate the development, delivery and accuracy of customer communication materials using available systems, tools and resources (client viewer, summary plan descriptions, certificated of coverage, benefit books, business partner portal and communication builder).
- Build relationships internally to represent client and coordinate with other functions to implement, complete projects, coordinate fully insured renewals, update salesforce and address service needs.
- Resolve escalated service issues including interactions with internal Coupe Health and Select Account operations staff and others as needed.
- Manage the delivery of client reporting, including answering questions, providing analytical guidance.
Nice to Have:
- Bachelor's degree.
- Knowledge of Coupe Health and affiliates products is preferred.
Required Skills and Experiences:
- 3+ years of related professional experience. All relevant experience including work, education, transferable skills, and military experience will be considered.
- Possess and maintain a valid Resident Producer License in the lines of Life & Health/ Accident in good standing within 60 days of employment.
- Excellent analytical, problem identification and resolution skills as these pertain to benefit plans.
- Excellent written and verbal communication skills as well the ability to pay close attention to detail.
- Ability to speak in front of customer and members to educate, persuade and sell complex products, including formal presentations.
- Ability to achieve results in a highly complex environment with tight deadlines and multiple shifting priorities.
- Excellent interpersonal skills and the ability to contribute healthy and positive dynamics to the work team.
- Able to influence internal and external collaborators to achieve desired outcomes.
- Positive attitude and the ability to participate as part of a team to assure plan compliance and customer satisfaction.
- Demonstrated PC skills; including experience in Microsoft, Word, Excel, and PowerPoint.
- Overnight travel as required.
Role Designation:
TeleworkerRole designation definition: Teleworking is working full time remote. Hybrid is a combination of working onsite and remotely. Onsite is full-time onsite.
Make a difference
Coupe Health is an Equal Opportunity and Affirmative Action employer that values diversity. All qualified applicants will receive consideration for employment without regard to, and will not be discriminated against based on race, color, creed, religion, sex, national origin, genetic information, marital status, status with regard to public assistance, disability, age, veteran status, sexual orientation, gender identity, gender expression, or any other legally protected characteristic.
Reasonable Accommodation for Job Seekers with a Disability: If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee s
Apply for this role
Generate a tailored application kit with a matched cover letter, interview prep, and CV highlights — in under 60 seconds.
Apply Now →Generate Application KitFree account required — sign up in 30s