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Account Representative

Job in Milwaukee, Milwaukee County, Wisconsin, 53202, USA
Listing for: Pyramid Inc.
Full Time position
Listed on 2026-08-23
Job specializations:
  • Insurance
Job Description & How to Apply Below

Account Representative

Immediate need for a talented Account Representative. This is a six-month contract opportunity with long-term potential and is located in Milwaukee, WI (Onsite).

Key Responsibilities:

  • Answer inbound ACD calls, manage email correspondence and perform outbound follow-ups
  • Execute effective resolutions on service needs, including claims, billing, eligibility, licensing, commissions, web access, retention and other customer service needs that arise
  • Provide a highly personalized member experience dedicated to educating Employers, Brokers and members on coverage and the tools and resources available to them
  • Foster a sense of urgency and commitment to achieve goals resulting in the ability to influence the organization to meet and exceed customer expectations
  • Perform root cause analysis and determine proper course of action
  • Explain insurance concepts in an easy to understand format
  • Demonstrate strong understanding of all workflows and business processes to execute overall service strategy
  • Identify areas of process improvement and works with manager and internal organization to improve processes
  • Meet and exceed individual and team performance goals to improve overall lapse rate and service

Key Requirements and Technology

Experience:

  • Must have skills:
    Find candidates with three years of experience in Health Insurance Customer Service.
  • Must have experience with claims, eligibility, billing or benefits administration.
  • Prior experience supporting employers, brokers, or insurance members is preferred.
  • Previous industry experience
  • Understanding of underwriting risk factors that influence health insurance profitability
  • Advanced customer service skills-ability to handle a wide variety of callers in a professional manner and strong interpersonal skills
  • Ability to process complex time sensitive information from multiple sources, make decisions based on data and to effectively communicate the related required actions to a broad audience
  • High degree of initiative, mature judgment, and self-motivation
  • Effective organization and time management skills with the ability to work under pressure and adhere to project deadlines
  • Team oriented ability to provide guidance on process, procedures, and product
  • Comfortable with delivering and receiving feedback
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