Marketing Service Representative; Account Manager; Houston, TX

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The Account Manager serves as the primary point of contact for assigned customers and brokers, building strong relationships while supporting account retention, service delivery, renewals, and overall customer satisfaction. This role partners closely with clients, brokers, sales teams, and internal stakeholders to address customer needs, resolve issues, coordinate benefit-related activities, and ensure successful implementation and ongoing account management. The Account Manager provides consultative support, facilitates enrollments and renewals, analyzes account data, and proactively identifies opportunities to enhance customer experience and strengthen long-term relationships.

• Serve as a trusted partner and primary contact for assigned customers and broker relationships.
• Manage day-to-day account servicing activities, ensuring timely resolution of customers and broker inquiries.
• Support account retention and renewal strategies through proactive client engagement and relationship management.
• Coordinate new account implementations, renewals, and enrollment activities.
• Conduct benefit discussions and provide guidance regarding plan options and available services.
• Collaborate with internal teams to resolve complex service issues and ensure customer satisfaction.
• Prepare, analyze, and present account reports, renewal information, and customer communications.
• Maintain accurate customer records, documentation, and account data.
• Facilitate customer meetings, enrollment sessions, and benefit education opportunities.
• Identify customer needs and recommend solutions that align with business objectives and benefit strategies.
• Ensure compliance with HIPAA, regulatory requirements, and company policies.
• Support special projects and initiatives that contribute to customer retention, operational excellence, and business growth.

A relationship-driven professional with strong consultative, organizational, and problem-solving skills who can effectively manage customer relationships, navigate complex service situations, and partner across teams to deliver exceptional client experiences. The ideal candidate demonstrates accountability, professionalism, and a commitment to customer retention and long-term account success.

(Dearborn)

• Bachelor Degree and 1 year of experience in health insurance/health care field in a service/sales/marketing position involving initiative and decision-making OR 5 years of experience in health care management in a marketing service representative role OR 5 years of experience in sales/marketing or health care management/claims/provider service experience involving processing or coordination of services for health care clients.
• State Insurance License(s) or obtain State Insurance License(s) within required time frame per state regulations.
• Organizational and decision-making skills; written and verbal communications skills including telephone skills.
• Ability to interact professionally with both internal and external contacts.
• Proficient in Microsoft Excel, Word, PowerPoint and Access.

• Bachelor Degree and 1 year of experience in health insurance/health care field in a service/sales/marketing position involving initiative and decision-making OR 5 years of experience in health care management in a marketing service representative role OR 5 years of experience in sales/marketing or health care management/claims/provider service experience involving processing or coordination of services for health care clients.
• State Insurance License(s) or obtain State Insurance License(s) within required time frame per state regulations.
• Organizational and decision-making skills; written and verbal communications skills including telephone skills.
• Ability to interact professionally with both internal and external contacts.
• Proficient in Microsoft Excel, Word, PowerPoint and Access.

Health insurance/health care experience

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