Account Management Support Specialist

Account Management Support Specialist Job Summary

To support groups, brokers, and the account management team in the sales and retention of dental and vision groups. Primary Job Responsibilities:

• Assists Account Managers with day-to-day client customer service including, but not limited to, managing eligibility requests, ordering ID cards, resolving claims issues, updating client information, and coordinating client needs across departments.
• Assists clients and agents assigned to the Account Management Support team with inquiries and issues.
• Aids Account Managers with the compilation of scheduled reports and other client reporting needs.
• Aids with the preparation of contract amendments and document generation, and responds to document requests from agents and clients.
• Serves as a backup contact for clients and agents while the Account Management team is traveling or out of the office.
• Prepares client renewal packets, and assists Account Managers with the delivery of renewals to agents and clients.
• Prepares and manages the Account Management Support email inbox.
• Answers and assists with incoming calls to the Sales & Account Management phone line.
• Serves as a liaison between account managers, agents, and clients.
• Maintains and tracks client terminations and term explanations for monthly marketing reporting.
• Facilitates the new client implementation process while working with internal departments to ensure the set-up is completed within specified timeframe.
• Maintains Agent of Record changes, appointment and termination of agents and agencies.
• Aid agents with commission inquiries.
• Maintains the DDPA Opportunity Database by reporting new sales, renewals, and terminations of clients to ensure compliance with DeltaUSA policies.
• Manually update or correct vision eligibility in the vision carrier system for time-sensitive updates.
• Manages web portal access for brokers and clients, including new user setup, access level modifications, terminations, and troubleshooting.

Minimum Qualifications

• Will accept any suitable combination of education, training or experience.
• Position requires a high school diploma or GED and 2 years of insurance experience.
• Position requires intermediate experience working with word processing and spreadsheet software, and an active Arkansas Department of Insurance license to represent Delta Dental products, or the ability to successfully pass the license requirements within 45 days of hire.

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