At Carenet Health, the Account Specialist serves as a critical liaison between our internal teams and the clients we support, ensuring the seamless execution of day-to-day operations and delivery of outstanding service to our members. This role is multifaceted—combining client service, operational coordination, and data-driven decision-making—to help drive efficiency and elevate the overall client experience.
The Account Specialist is responsible for handling a high volume of member-level requests, resolving service issues, and ensuring timely, accurate communication across multiple stakeholders. They play an essential role in supporting Account Managers and cross-functional partners by coordinating administrative tasks, organizing data, and maintaining visibility into account performance.
A significant part of this role involves extracting, interpreting, and presenting operational data to inform business decisions, highlight areas of improvement, and support reporting needs for both internal use and client-facing deliverables. The Account Specialist must be comfortable navigating multiple systems, ensuring data accuracy, and managing competing priorities with a high level of organization.
Success in this role requires strong attention to detail, critical thinking, and a proactive mindset. The ideal candidate is not only a problem-solver but also someone who can anticipate needs, build strong relationships, and communicate clearly and effectively. They must thrive in a fast-paced, collaborative environment and share Carenet Health’s commitment to providing compassionate, high-quality care and support services.
Respond to member inquiries and service requests via phone, email, or ticketing systems with accuracy and professionalism.
Work closely with internal teams to resolve member-level issues, utilizing Carenet systems and tools effectively.
Document and track interactions to maintain clear and consistent communication.
Provide administrative and coordination support to Account Managers, including scheduling and updates.
Extract and clean operational data across multiple platforms to support internal and external reporting needs.
Create and maintain reports, dashboards, and data visualizations using Excel and other tools.
Monitor key service metrics and assist in identifying trends or areas for improvement.
Maintain data integrity and ensure accuracy across all reporting outputs.
Help manage account workflows and contribute to ongoing process enhancements.
Track tasks, deliverables, and milestones using project management tools.
Assist with creating and updating SOPs and internal documentation.
Partner with operations, finance, data, and client-facing teams to address member concerns.
Participate in planning meetings, team updates, and client-related communications.
Support efforts to automate manual tasks and streamline account-related operations.
Coordinate with billing teams on member invoicing or benefits inquiries.
Associate degree required; Bachelor’s degree in Business, Healthcare Administration, Data Analytics, or related field preferred.
2+ years of experience in customer support, account coordination, or operational analytics.
Proficient in Microsoft Excel; experience with Power BI, SQL, or CRM platforms is a plus.
Strong attention to detail and ability to synthesize data into actionable insights.
Excellent communication skills, both written and verbal.
Comfortable managing multiple priorities in a dynamic, cross-functional environment.
Prior experience in healthcare, health plans, or member services is preferred.
Knowledge of HIPAA compliance and data privacy practices is a plus.
Familiarity with platforms such as Zendesk, Salesforce, or similar is helpful.
Experience in project coordination or process improvement initiatives is a bonus.
Environment:
This position can be performed onsite, remotely, or in a hybrid setting depending on Carenet Health’s business needs. It requires frequent use of office tools like computers, headsets, and collaboration platforms (e.g., Microsoft Teams). Interruptions from digital notifications and meetings are common. The work environment is generally quiet.
Physical Requirements:
Primarily sedentary. This role involves extended periods of screen time, typing, and sitting. Minimal physical exertion is needed.
Note:
This job description is intended to outline the general nature and responsibilities of the role. Other duties may be assigned as needed. Reasonable accommodations will be made in accordance with the Americans with Disabilities Act (ADA).
Why Carenet?
At Carenet Health, we don’t just deliver healthcare support; we create powerful patient experiences. Here, you'll be part of a mission-driven organization that thrives on innovation and teamwork. With opportunities for professional growth and a focus on work-life balance, this is more than a job—it’s a career where you can make a lasting difference.
We’re searching for the market’s strongest candidate to join our group of innovators, collaborators, and builders in pioneering the next phase of Carenet’s place in healthcare history. If this sounds like you, we need to connect!
Additional Information:
Note: Completion of assessments may be required before an applicant can move forward. Completing assessments must be done independently. Any discovery of unauthorized completion, whether during or after the hiring process, will result in disqualification or termination.
Carenet Health is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by law.
Please note that we are not accepting resumes for this position from external staffing agencies or recruiters. To be considered for this role, please submit your application directly through our official career portal.
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