CVS Health

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Onsite Account Manager/Client Advocate 2

at CVS Health

Posted: 11/2/2020
Job Reference #: 74277BR
Categories: Retail, Sales

Job Description

Job Description
  • This individual will support a growing book of business with a concentrated focus on one large group.
  • Develops strong external and internal relationships to achieve customer satisfaction, revenue, and membership objectives.
  • The person in this role will be a dedicated, onsite resource to a large account customer.
  • Develops strong external and internal relationships to achieve customer satisfaction, revenue, membership and earnings objectives for existing customers in assigned business segments, products and geographies.

Fundamental Components
  • Develops a mutually rewarding working relationship with our client contacts to ensure renewal of case and retention.
  • Follows through on outstanding issues to the point of resolution.
  • Identifies customer specific service issues, identifies solutions and leads resolution of issues working with other areas to implement
  • Responds to customer requests for claim analysis, plan design changes, and benefit questions and clarifications
  • Focus on growth/renewal objectives; assists in preparation and delivery of renewal packages
  • Offers creative product and service solutions to address client's evolving needs.
  • Monitors on an on-going basis client's product lines and services to ensure client's needs are being met.
  • Performs customer analytics and reports needs for clients and brokers.
  • Strong understanding of the features and benefits of the products we provide.
  • Heavily review client key performance metrics and identify opportunities for plan design changes and efficiencies.
  • Supports all plan administration activities, including installation, plan set-up, eligibility, billing and drafting by working proactively with support areas
  • Manages open enrollment activities Promotes Navigator usage and implements strategies to increase usage for products
  • Notifies customers of Aetna policy changes, determining impact to customer and providing consultative support

Background Experience
  • 2-5 years industry or customer/client experience.
  • Multi-functional experience, e.g., underwriting (preferred)
  • Insurance license, as required by state law.
  • College degree or equivalent work experience preferred.
  • Insurance license for Life and Health Producer in the state of FL required within 90 days of hire.
  • Proficient in all Microsoft products with heavy emphasis on Excel and Access.

Additional Job Information
Demonstrated ability to consult strategically on broad HR initiatives.
Excellent project management, organizational and presentation skills.
Strong team player, able to handle multiple assignments and responsibilities simultaneously.
The person in this role will be a dedicated resource to a large account customer. Insurance license for Life and Health Producer in the state of FL required.

Bachelor's degree or equivalent experience

Percent of Travel Required
0 - 10%

Business Overview
At Aetna, a CVS Health company, we are joined in a common purpose: helping people on their path to better health. We are working to transform health care through innovations that make quality care more accessible, easier to use, less expensive and patient-focused. Working together and organizing around the individual, we are pioneering a new approach to total health that puts people at the heart.

We are committed to maintaining a diverse and inclusive workplace. CVS Health is an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring or promotion based on race, ethnicity, gender, gender identity, age, disability or protected veteran status. We proudly support and encourage people with military experience (active, veterans, reservists and National Guard) as well as military spouses to apply for CVS Health job opportunities.

Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!