Note: The job is a remote job and is open to candidates in USA. The REAL Insurance Lady (T.R.I.L.) is a minority-owned business dedicated to helping individuals and families access affordable health coverage. They are seeking an Associate Account Manager to provide entry-level client outreach and servicing support while building foundational knowledge in the Retention Management Department.
Responsibilities
- Conduct proactive client touchpoints via phone and text
- Schedule servicing appointments for Account Managers and Senior Account Managers
- Work assigned outbound lists daily, including lapse and unpaid premium client outreach
- Document all outreach activity and client responses accurately in the client database
- Assist with basic eligibility verification and servicing-related documentation review
- Provide general education regarding servicing processes and required documentation
- Monitor and respond to inbound client texts, triaging and routing appropriately
- Handle straightforward service requests including ID card requests, address updates, income updates, and 1095-A tax form distribution
- Take and document client referrals
- Verify and process client documentation submissions
- Transfer calls to licensed Account Managers for matters requiring plan-level decisions
- Monitor support email for client servicing requests and route accordingly
- Assist with inbound queue coverage during periods of high call volume as directed
- Support Account Managers with scheduling and administrative follow-up tasks
- Complete all assigned tasks and outreach activities within daily shift hours
- Adhere to all departmental KPI standards, attendance expectations, and coverage requirements
- Conduct follow-up outreach for unresolved servicing requests and retention-related touch points
- Assist with outreach campaigns related to unpaid premiums, renewal reminders, and eligibility documentation
Skills
- Active Texas health insurance license in good standing, required at time of hire
- All remaining states TRIL operates in must be obtained within 90 days of hire
- Strong verbal communication and client-facing skills
- Ability to manage high outbound call volume with accuracy and professionalism
- Reliable internet connection and home office setup (for remote positions)
- Ability to meet queue time, attendance, and performance standards
- Ability to learn and navigate multiple servicing systems efficiently
- Basic knowledge of health insurance products preferred but not required
Company Overview