Account Representative
A Hiring Company is seeking an Account Representative to support the Client Services Team with essential administrative tasks and effective client relationship management. The role involves maintaining client records, assisting with onboarding processes, and collaborating with internal stakeholders to enhance client partnerships.
Responsibilities
- Maintain accurate client records in Salesforce, Monday.com, and other platforms
- Prepare meeting materials and assist with QBR report creation
- Organize and maintain key client documents (contracts, forms, credentialing items, GPO/PSAO templates)
- Support AMs with follow ups, documentation tracking, and account history
- Process new member enrollments (GPO/PSAO/FMS) and ensure documentation accuracy
- Facilitate required paperwork between clients, external and internal departments
- Escalate urgent onboarding or credentialing needs to leadership or AMs
- Respond to routine inquiries and provide updates with professional and timely communication
- Triage issues related to membership, eligibility, linkage, and PSAO claim concerns
- Coordinate with analytics, Client Ops, and LTC Operations to resolve plan setup and claims issues
- Log and monitor issues using Monday.com
- Oversee plan change form submissions and work with Benefit Administration
- Conduct QBRs for a subset of assigned clients (primarily virtual)
- Identify engagement opportunities and strengthen pharmacy relationships
Skills
- Bachelor's Degree or equivalent strongly preferred
- Minimum of 1 year experience in customer service or account management roles
- Well-organized and detailed with the ability to communicate in an appropriate and timely manner
- Ability to write and interpret correspondence, reporting and analytics
- Ability to speak effectively to clients in person and over the phone
- Thorough knowledge of the applicability of relevant laws and regulations
- Proficiency in Microsoft Office Suite
- Preferable experience in the pharmacy or pharmacy benefit management industry
- Preferable experience with managing customer interaction via Salesforce or another CRM tool
Company Overview