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Washington Licensed Account Specialist

7/8/2025

Washington

Job Summary

A company is looking for an Account Specialist to coordinate sales and customer support activities for Medicare and Individual lines of business.

Key Responsibilities
  • Identify and address customer-related escalations and educate customers on tools and procedures
  • Monitor customer experiences and collaborate with sales teams to implement solutions for optimal service
  • Assist in the creation of root cause analysis reports and ensure accurate data submissions from producers
Required Qualifications
  • Associates degree or three years of relevant work experience
  • Three years of work experience, including two years in the insurance industry and one year in customer service
  • Possess or obtain an Agent's license within 60 days of hire
  • Experience with Medicare and/or Individual products is strongly preferred
  • Knowledge of business applications and systems for reporting and process management

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