Health Benefits Account Strategist

CVS Health Corporation; Boston (MA); On-site; USD 44,000 - 85,000; Full time

Job summary

CVS Health Corporation is seeking an Analyst, Account Manager to support the Access U.S. customers, brokers, and members.

You will partner with Account Managers and internal teams to deliver day-to-day operational support across eligibility, enrollment, benefit documentation, and customer service activities. You will build relationships, analyze data, and coordinate with partners to ensure timely issue resolution and high customer satisfaction.

Qualifications

• 1–2 years of relevant experience in account management, customer service, health care operations, benefits administration, or a related field.
• Strong organizational skills with the ability to manage multiple requests, priorities, and deadlines.
• Demonstrated attention to detail when reviewing benefit information, customer materials, and plan documentation.
• Effective written and verbal communication skills.
• Strong problem-solving skills and the ability to coordinate with multiple business partners.
• Ability to work independently while contributing effectively within a collaborative team environment.

Responsibilities

• Develop basic account plans and strategies to support customer satisfaction, retention, and business growth.
• Analyze customer data, performance metrics, and service trends to identify opportunities for improvement and support account management initiatives.
• Build and maintain strong working relationships with customers, brokers, and internal business partners.
• Participate in customer meetings and communications to support ongoing account management activities and address customer needs.
• Coordinate eligibility and enrollment activities with operational partners, including site additions, urgent enrollments, digital ID card requests, and verification of member eligibility.
• Review benefit grids, plan documents, SBC materials, and other customer-facing documents to ensure accuracy and completeness.
• Support renewal activities through renewal grid review, rate validation, benefit comparisons, documentation review, and coordination of key deliverables.
• Assist with billing, commission, and other account-related inquiries by collaborating with internal partners and helping ensure timely issue resolution.
• Research customer, broker, and member issues, manages escalations, and partners with internal teams to facilitate effective and timely resolution.
• Maintain accurate customer records, activities, service requests, and account updates within Salesforce.
• Assist with implementation, renewal, and ongoing account management projects by tracking tasks, timelines, documentation, and outstanding action items.
• Contribute to team meetings, process improvement initiatives, and collaborative projects by sharing information, identifying opportunities, and supporting overall business objectives.

Skills

Account management

Customer service

Healthcare operations

Benefits administration

Attention to detail

Communication skills

Education

Bachelor's degree

Tools

Salesforce

Microsoft Office

Job description

CVS Health Corporation is seeking an Analyst, Account Manager to support the Access U.S. customers, brokers, and members.

You will partner with Account Managers and internal teams to deliver day-to-day operational support across eligibility, enrollment, benefit documentation, and customer service activities. You will build relationships, analyze data, and coordinate with partners to ensure timely issue resolution and high customer satisfaction.