Client Relations Account Representative

Acsbenefitservices; United States; Remote; USD 40,000 - 55,000; Full time

Job summary

A leading company in the insurance industry is seeking a Client Relations Account Representative. This full-time role involves providing administrative support to sales and client relations teams, managing proposals, and ensuring accurate client reporting. Ideal candidates will have strong analytical and Excel skills, alongside relevant experience in a TPA setting. The position is remote, requiring a dedicated workspace.

Qualifications

• 2+ years related experience, preferably in a TPA setting.
• Stop-loss experience for self-funded medical plans required.

Responsibilities

• Gather data for RFPs and proposals.
• Manage client reporting and documentation.
• Coordinate with sales, vendors, and underwriters.

Skills

Analytical mindset

Attention to detail

Multitasking

Creative thinking

Strong Excel skills

Education

High School graduate

Tools

Salesforce

Excel

LuminX

Cognos

Job description

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• Only candidates residing in the following states will be considered: FL, GA, IN, KS, NC, SC, VA.

Title:

Client Relations Account Representative

FLSA Status:

Non Exempt (Hourly)

Schedule:

37.5 hours, Monday through Friday

Reports to:

Manager, Client Relations

Department:

Client Relations

Employment Status:

Full Time

Supervisory Responsibilities:

No

Date Created/Last Evaluated:

March 2025

Summary:

This position provides administrative support to the VP of Sales, Regional Sales Directors, VP of Client Relations, Client Relations Directors, and Manager, Client Relations. The primary responsibilities include gathering data and reports for stop-loss quotes, preparing proposals for client renewals and prospects, reviewing stop-loss contracts, and client reporting.

Qualification Requirements:

Must perform all essential duties satisfactorily. Reasonable accommodations may be made for individuals with disabilities.

Minimum Qualifications:

• High School graduate
• Stop-loss experience for self-funded medical plans; TPA experience is a plus
• 2+ years related experience, preferably in a TPA setting
• Proficiency in Excel
• Knowledge of LuminX and Cognos is a plus
• Knowledge of Salesforce is a plus

Knowledge, Skills, and Abilities:

• Knowledge of stop-loss and self-funded medical plans
• Strong Excel skills (pivot tables, formulas)
• Analytical mindset
• Ability to work independently and communicate effectively
• Creative thinking and vendor coordination skills
• Attention to detail and teamwork
• Multitasking and prioritization skills

Essential Functions:

• Gather data for RFPs and proposals
• Coordinate with sales, vendors, and underwriters
• Review quotes for accuracy
• Manage client reporting and documentation

Physical Demands:

Primarily sedentary, involving computer and phone use.

Work Environment:

Remote, requires a dedicated workspace with minimal distractions.

Additional Details:

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Other
• Industry: Insurance