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Analyst, Account Manager
CVS Health. Develop basic account plans and strategies to support customer satisfaction, retention, and business growth .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong account management capabilities with a focus on customer satisfaction, retention, and business growth. Proficient in analyzing performance metrics and coordinating eligibility and enrollment activities while maintaining effective communication with customers and internal partners.
Highest-signal resume keywords
Account ManagementCustomer ServiceData AnalysisSalesforce ProficiencyHealth Insurance Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisBenefit AdministrationEligibility CoordinationDocumentation ReviewBilling Assistance
Soft Skills
Organizational SkillsAttention to DetailProblem-Solving SkillsEffective CommunicationTeam Collaboration
Tools & Technologies
SalesforceMicrosoft Office
Industry Keywords
Health Care OperationsEmployee BenefitsPlan DocumentsSummary of Benefits and CoverageCustomer Relationship Management
About the role
Key responsibilities & impact- Develop basic account plans and strategies to support customer satisfaction, retention, and business growth
- Analyze customer data, performance metrics, and service trends to identify opportunities for improvement and support account management initiatives
- Build and maintain working relationships with customers, brokers, and internal business partners
- Participate in customer meetings and communications to support account management activities and address customer needs
- Coordinate eligibility and enrollment activities, including site additions, urgent enrollments, digital ID card requests, and member eligibility verification
- Review benefit grids, plan documents, Summary of Benefits and Coverage materials, and other customer-facing documents for accuracy and completeness
- Support renewals through grid review, rate validation, benefit comparisons, documentation review, and deliverable coordination
- Assist with billing, commission, and other account-related inquiries and issue resolution
- Research customer, broker, and member issues, manage escalations, and coordinate timely resolution
- Maintain customer records, activities, service requests, and account updates in Salesforce
- Assist with implementation, renewal, and account management projects by tracking tasks, timelines, documentation, and action items
- Contribute to team meetings, process improvement initiatives, and collaborative projects
Requirements
What you’ll need- 1-2 years of relevant experience in account management, customer service, health care operations, benefits administration, or a related field
- Strong organizational skills with the ability to manage multiple requests, priorities, and deadlines
- Demonstrated attention to detail when reviewing benefit information, customer materials, and plan documentation
- Effective written and verbal communication skills
- Strong problem-solving skills and the ability to coordinate with multiple business partners
- Ability to work independently while contributing effectively within a collaborative team environment
- Proficiency with Microsoft Office applications
- Bachelor's degree or equivalent combination of education and relevant work experience
- Preferred: Medical carrier, health insurance, employee benefits, or benefits administration experience
- Preferred: Experience supporting employer groups, brokers, customers, or members
- Preferred: Familiarity with eligibility, enrollment, plan documents, or Summary of Benefits and Coverage requests
- Preferred: Experience using Salesforce or a comparable customer relationship management platform
- Preferred: Experience working with cross-functional or geographically dispersed teams
Benefits
Comp & perks- CVS Health bonus, commission or short-term incentive program in addition to the base pay range
- Medical coverage
- Dental coverage
- Vision coverage
- Paid time off
- Retirement savings options
- Wellness programs
- Other resources supporting physical, emotional, and financial well-being