Account Service Representative
Title:Account Service Representative
ID:20170889 - FL
Location:Tampa, FL

The ideal candidate for the account service representative (ASR) / sales support representative (SSR) works closely with the national sales director and director of account management to ensure that tactical plans are met for our health plan accounts. Duties include managing work plans, strategic plans and project plans ensuring work is completed on time and as outlined for our contracted clients. The ASR/SSR will work with various departments managing deliverables against the necessary timeframes and client expectations. The ASR/SSR will interact with the director of account management, VP of business development and national sales director regularly reporting on progress to outlined plans. The ASR/SSR will report to the chief sales officer.



  • Manage open items lists, project plans and account management plans as directed by the director of account management and/or national sales director
  • Manage employer solution clients ensuring data is shared and delivered in the appropriate manner and necessary timeframes
  • Provide trouble shooting when needed with client process issues
  • Prepare updates for internal and external use on progress
  • If needed to complete work item, interact with various areas of the company responsible for deliverables and manage work completion against expectations and committed timeframes
  • Prepare weekly, monthly and quarterly reports for clients allowing time for the directors to complete management summary
  • Identify work at risk of meeting committed deadlines and work with VP’s/directors on needed action plans to get back on track
  • Monitor operational reports against SLA’s, performance guarantees and contract requirements identifying concerns and work with director on action plans to put back on track
  • Assist in preparing client reports, presentations, and correspondence
  • Work with finance in preparation of monthly client billings
  • Serve as point of contact for clients when director is unavailable or out of office
  • Manage implementation of performance marketing campaigns with brokerage leadership, monitor delivery of weekly reporting to national sales director



  • Bachelor’s degree or equivalent experience
  • Team player and collaborator
  • Customer centric
  • Strong organizational skills with an attention to detail
  • Results oriented
  • High integrity
  • Excellent verbal, written and analytical skills
  • Skilled with Word, Excel, and PowerPoint
  • Ability to prepare presentations and reports
  • Ability to work well under pressure with multiple priorities and tight deadlines

Preferred qualifications for this role

  • Knowledge of Medicare, health insurance and call centers operations
  • Experience in a client service role
Founded in 2006, HPOne is a leading sales and marketing organization that operates across multiple segments of the Medicare and health insurance marketplaces. Using proprietary technology solutions coupled with deep industry knowledge, the company provides a range of outsourced sales, marketing and contact services for national and regional health plans, operates private exchanges for individual consumers and employer-based group retirees, and manages the largest exclusive Medicare lead generation marketplace in the industry.  HPOne’s core differentiation is its exclusive focus on the health insurance industry, bringing innovative and performance-based solutions that address the most pressing challenges facing clients. With four state-of-the-art contact centers around the country and a management team with an average of over 15 years in the health insurance industry, HPOne provides its clients with the solutions they need to profitably grow and manage their business.  For five consecutive years, HPOne has been named to Deloitte's Technology Fast 500™, a ranking of the 500 fastest growing technology, media, telecommunications, life sciences and energy tech companies in North America, earning a rank of 357 for 2016.

Equal Opportunity
is an equal opportunity employer, committed to employment equity throughout all levels of the organization. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. We welcome and encourage diversity in the workplace. HPOne requires the necessary drug testing and background checks as part of our pre-employment practices.

This opening is closed and is no longer accepting applications