What are the responsibilities and job description for the CDH Account Specialist position at ThrivePass?
Location: Remote
Employment Type: Full-time
Who We Are
At ThrivePass, we’re on a mission to help employees and businesses Thrive—because benefits should be more than just checkboxes. Through personalized benefits technology, data-driven insights, and meaningful experiences, we empower companies to support their teams in ways that truly matter.We don’t just talk about culture—we build it. Everything we do is rooted in our CARE values:
What You’ll Do
The Account Specialist is an integral part of our customer support team, working directly with our clients. This role works in coordination with the relationship management team to ensure high client retention and satisfaction. Account Specialists assist with day-to-day client interactions that support both the client and the relationship managers.
You will:
We’re looking for someone who’s not just checking boxes but truly excited to make an impact. Here’s what helps you shine in this role:
If this role sounds like your next great adventure, we’d love to hear from you. Apply today and let’s build something amazing together! 🚀
Employment Type: Full-time
Who We Are
At ThrivePass, we’re on a mission to help employees and businesses Thrive—because benefits should be more than just checkboxes. Through personalized benefits technology, data-driven insights, and meaningful experiences, we empower companies to support their teams in ways that truly matter.We don’t just talk about culture—we build it. Everything we do is rooted in our CARE values:
- Courageous – We embrace new challenges and fresh ideas.
- Authentic – We show up as our true selves and value transparency.
- Resourceful – We find creative solutions and make things happen.
- Excellent – We hold ourselves accountable and take pride in our work.
What You’ll Do
The Account Specialist is an integral part of our customer support team, working directly with our clients. This role works in coordination with the relationship management team to ensure high client retention and satisfaction. Account Specialists assist with day-to-day client interactions that support both the client and the relationship managers.
You will:
- Bring fresh ideas to the table—we’re all about innovation and continuous improvement.
- Collaborate with cross-functional teams (we love a good brainstorm).
- Deliver stellar phone and email support for all Consumer Driver Healthcare (CDH) clients
- Responsible for timely and effective client support, problem resolution and pro-active follow-up, in line with ThrivePass SLAs
- Be able to provide backup support to our member services team during high volume by answering overflow calls, working support tickets, or processing claims
- Assist the Relationship Management team with the renewal process and other duties as required
- Maintain and audit administration system settings to ensure appropriate plan administration in accordance with plan documents
- Assist clients with reporting, audit, and system training as necessary
- Handle all end of month processing in a timely and efficient manner
- Responsible for manual imports and file uploads
- Assist with client and participant training opportunities
- Provide on-going assistance to team members in relation to CDH clients
We’re looking for someone who’s not just checking boxes but truly excited to make an impact. Here’s what helps you shine in this role:
- A drive to innovate in employee benefits and make complex processes feel effortless.
- A team-first attitude—we thrive when we collaborate.
- Accountability – you set clear expectations and you follow through
- 1-3 years’ experience as a claims administrator, customer service, phone support or similar field
- Experience working with Alegeus
- Familiar with standard concepts, practices, and procedures with medical, FSA, HSA and COBRA as well as HIPAA
- Demonstrated understanding of how to deliver high-quality customer service.
- Knowledge of Microsoft Word and Excel
- Ability to understand how to utilize technology
- Ability to identify and provide solutions for client needs
- Quick learner and detailed oriented
- Strong communication skills, complemented by both excellent verbal and written communication
- Customer-centric with a strong desire to help people; highly empathetic
- Positive attitude
- Takes initiative to uncover/develop solutions prior to escalating issues
- Ability to take on new projects and easily transition between tasks
- Team player who is receptive to coaching and adaptive to change
- Desire to excel and grow each day
- Experience working in a remote environment
- $44,000-$50,000 /annual salary
- A culture that values courageousness, authenticity, resourcefulness, and excellence (we don’t just say it—we live it).
- Opportunities to grow, learn, and level up your skills.A team that genuinely enjoys working together and celebrating wins.
- Competitive benefits package because we believe in walking the talk when it comes to employee well-being.
- An inclusive and welcoming environment for all. ThrivePass is committed to fostering a workplace where everyone feels valued and respected. We do not and shall not discriminate based on race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status in any of our activities or operations.
If this role sounds like your next great adventure, we’d love to hear from you. Apply today and let’s build something amazing together! 🚀
Salary : $44,000 - $50,000