Position Summary
We are looking for a detail-oriented and proactive Account Support Specialist to join our growing team. This is a key foundational role that supports our Account Management and Enrollment teams by ensuring client accounts are accurately maintained, internal processes run smoothly, and data is reliable.
This position is designed as a developmental path to becoming an Account Manager. You’ll gain hands-on experience with our systems, products, and internal workflows—laying the groundwork for future success in a client-facing account management role.
Essential Duties & Responsibilities
- Provide administrative and operational assistance to Account Managers.
- Work within a shared inbox to answer inquiries from clients, brokers, and internal teams.
- Submit eligibility changes to the eligibility team, ensuring the assigned Account Manager is copied on all communications.
- Coordinate invoice requests and resolve portal access issues.
- Send welcome emails to new and renewing groups and maintain consistent, professional communication.
- Conduct ID card audits to ensure group and member materials are accurate.
- Organize and maintain group SharePoint folders and update Monday.com with groups information upon implementation and renewals to ensure current and accurate information.
- Edit marketing materials for the Account Mangers to support client onboarding.
- Partner with internal teams to research and resolve inquiries regarding eligibility, ID cards, claims and Explanations of Benefits (EOBs), invoices, billing, and COBRA administration.
- Maintain and update information in Monday.com to ensure accuracy and quality assurance when eligibility changes are made for members.
- Other tasks as assigned.
Qualifications
Minimum Qualifications
- High school diploma or equivalent required. Associate’s or bachelor’s degree in business administration, communications, healthcare management, or a related field preferred.
- Minimum of 2 years of experience in a customer service, account coordination, benefits administration, or a related healthcare, insurance, or related field.
- Proficiency in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint).
- Strong written and verbal communication skills with a professional and customer-focused demeanor.
- Exceptional attention to detail and accuracy.
- Ability to manage multiple priorities and meet established deadlines in a fast-paced environment
- Demonstrated ability to maintain confidentiality and handle sensitive information in compliance with HIPAA.
- Strong problem-solving and critical-thinking skills with the ability to work both independently and collaboratively.
- Working knowledge of self-funded health plans, stop loss insurance, and ERISA regulations a plus but not required.
Work Schedule & Remote Work
Full-time, remote position aligned with U.S. business hours. Flexibility required for critical project deadlines, cross-functional meetings, and occasional travel (0–10%) for team collaboration or vendor engagements.
Remote Work Requirements
• Dedicated home office with reliable, high-speed internet.
• Secure workspace aligned with HIPAA security standards (device encryption, secure Wi-Fi, screen privacy).
• Ability to effectively coordinate and lead projects in a fully remote environment.
Security, Privacy & Compliance
This position requires adherence to Tres Health’s security and privacy policies, including HIPAA compliance. All employees must complete security training and comply with access management protocols.
Physical Requirements
- Prolonged periods of sitting and working at a computer.
- Ability to communicate effectively through video, phone, and written platforms.
- Ability to effectively use computers, video conferencing tools, and other standard remote work technology.
- Visual and auditory capabilities suitable for remote work.
- Ability to occasionally lift up to 15 pounds.
- Tres Health is committed to ADA compliance and will provide reasonable accommodations to individuals as needed.
Employment Status:
This position is governed by at-will employment, meaning either the employee or Tres Health may end the employment relationship at any time, with or without cause or notice, as permitted by law.
EEO & Reasonable Accommodation
Tres Health is an Equal Opportunity Employer. Qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other protected category. Tres Health provides reasonable accommodations to enable individuals with disabilities to perform the essential functions of the role. This description is not intended to list all duties or qualifications and may be updated at any time.
High school diploma or equivalent required; 2+ years customer service or account coordination experience; Microsoft Office proficiency; HIPAA compliance; dedicated home office with reliable internet; occasional travel up to 10%.
Key Responsibilities
- supporting account managers
- answering client inquiries
- maintaining account data
Skills & Tools
Microsoft Office, Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, SharePoint, Monday.com
Job Details
- Category: Customer Service
- Seniority: Mid Level
- Commitment: Full Time
- Workplace: Remote — United States
- Languages: English
About Tres Health
A healthcare company providing account support and enrollment services. — Industry: Healthcare