New Health Partners · 3 hours ago
Account Service Representative -Field Sales
Doral, FL
Full-time
Hybrid
Mid, Senior Level
$55K/yr - $75K/yr
5+ years expNew Health Partners is seeking an Account Service Representative to deliver exceptional service to brokers, agencies, and employer groups. This role involves managing the full lifecycle of group accounts and ensuring high customer satisfaction through effective communication and support.
CRMHealth CareHealth InsuranceInsuranceMarketing
Responsibilities
Serve as the primary point of contact for agencies regarding group insurance questions, documentation, renewals, and service needs
Assist brokers with quoting requests, benefit summaries, enrollment materials, and onboarding documentation
Provide clear guidance on medical, dental, vision, GAP, and ancillary benefits
Support new group onboarding, including application review, census validation, and carrier submissions
Assist with open enrollment meetings, renewal reviews, and plan comparison tools
Maintain accurate group records, policy details, and service notes
Track renewals, missing documents, billing issues, and enrollment updates
Communicate with carriers regarding applications, eligibility, billing discrepancies, and service issues
Facilitate resolution of escalated member and employer concerns
Ensure compliance with carrier guidelines and timelines
Prepare service emails, renewal notices, spreadsheets, and standardized documents for agencies and employers
Maintain CRM activity logs, follow-up tasks, and documentation
Assist the Group Sales Director in tracking KPI metrics and service SLAs
Qualification
Required
Must know all carriers. Traditional group insurance
Must have knowledge of working with a census
Customer service experience
215 License required
Reliable transportation
Strong communication skills—professional, clear, and customer focused
Ability to manage multiple priorities with attention to detail and deadlines
Proficient in Microsoft Office (Excel, Word, PowerPoint); CRM experience is a plus
Preferred
Salesforce knowledge helpful
Ichra knowledge helpful
Business development experience
5-10 years of experience in health insurance, group benefits, or employee benefits administration (preferred)
Knowledge of medical, dental, vision, GAP, and ancillary products
Bilingual (English/Spanish)
Company
New Health Partners
New Health Partners provides CRM, marketing, and health insurance services.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase