Mid Level Customer Account Specialist Jobs
Mid level customer account specialist jobs go to professionals ready to own client portfolios end to end, resolve escalated issues independently, and guide junior teammates without close supervision. Openings run across Technology & Software, Consulting & Professional Services, and Insurance, with 47% remote or hybrid availability, and employers like Jobot, Rippling, and RELEX Solutions hiring at this level now.
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Showing 5 of 1,405+ Mid Level Customer Account Specialist jobs
Company:
Description:
Employee Health and Benefits Account Executive
Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as an Account Executive at Marsh Agency.
Marsh Agency helps people and organizations manage risk and prepare for the future through insurance, benefits, retirement, and wealth management strategies. We believe in hands-on proactive service, data-driven insights, and understanding how global events can impact local decisions. As a trusted partner, we show our clients what’s possible and guide them during every step of their journey.
A day in the life.
As our Account Executive on the Employee Health and Benefits team, you’ll lead day-to-day client strategy and service delivery in partnership with the Producer. You will oversee annual planning, renewals and marketing, vendor negotiations, and the quality and timeliness of client deliverables. You will guide the account team on meeting strategy, financial and claims reporting, contribution modelling, wellness initiatives and system updates, while managing escalations and ensuring compliance requirements are met. This role requires executive-level client communication and presentations, strong technical accuracy, and the judgment to identify opportunities to expand coverage and services in accordance with market trends and regulations. Lead overall client strategy, engagement and retention in partnership with the Producer, including the annual service plan, calendar, and meeting cadence. Own renewal and marketing strategy, including proposal evaluation, plan/rate comparisons, and recommendations for complex lines (e.g., self-funded/ASO, stop-loss, pharmacy benefit management, disability, and multi-state accounts). Lead vendor negotiations and coordinate internal resources to execute all client deliverables on time and to quality standards. Oversee financial and claims reporting and analysis (e.g., monthly claims, high-cost claimant analysis) and communicate results and implications to clients. Develop and deliver contribution modelling and budget scenarios to support client decision-making. Coordinate open enrolment planning and execution (pre and post enrolment), including meetings, communications, and internal readiness.Ensure compliance deliverables are completed (audits, testing, required filings/fees) and implement compliance dashboards as applicable. Manage escalated/complex service issues; keep the Producer informed of significant client changes, risks, and opportunities. Identify and promote additional lines of coverage and solutions as appropriate to the client.
Our future colleague.
We’d love to meet you if your professional track record includes these skills:
- High school diploma or equivalent
- Active and current Florida 2-15 insurance license.
- 5+ years of experience working in the health insurance industry; agency experience preferred.
- Experience with self-funded accounts.
- Advanced proficiency in MS Office, including Excel and PowerPoint
- Ability to collaborate cross-functionally.
These additional qualifications are a plus, but not required to apply:
- Bachelor’s degree or higher
- Bilingual (English/Spanish)
- HIA or CEBS designation
- Experience with Employee Navigator, EPIC, BenefitPoint, and/or ImageRight
We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.
Some benefits included in this role are:
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid and flexible work
- Charitable contribution match programs
- Stock purchase opportunities
To learn more about a career at Marsh Agency, check us out our website or flip through our recruiting brochure.
Follow us on social media to meet our colleagues and see what makes us tick:
- X
- LinkedIn
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.
Marsh and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
If you require an accommodation during the application or interview process, please let us know by contacting reasonableaccommodations@marsh.com .
#MarshAgencyEHB
#LI-Hybrid
Company:
Description:
Employee Health and Benefits Account Executive
Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as an Account Executive at Marsh Agency.
Marsh Agency helps people and organizations manage risk and prepare for the future through insurance, benefits, retirement, and wealth management strategies. We believe in hands-on proactive service, data-driven insights, and understanding how global events can impact local decisions. As a trusted partner, we show our clients what’s possible and guide them during every step of their journey.
A day in the life.
As our Account Executive on the Employee Health and Benefits team, you’ll lead day-to-day client strategy and service delivery in partnership with the Producer. You will oversee annual planning, renewals and marketing, vendor negotiations, and the quality and timeliness of client deliverables. You will guide the account team on meeting strategy, financial and claims reporting, contribution modelling, wellness initiatives and system updates, while managing escalations and ensuring compliance requirements are met. This role requires executive-level client communication and presentations, strong technical accuracy, and the judgment to identify opportunities to expand coverage and services in accordance with market trends and regulations. Lead overall client strategy, engagement and retention in partnership with the Producer, including the annual service plan, calendar, and meeting cadence. Own renewal and marketing strategy, including proposal evaluation, plan/rate comparisons, and recommendations for complex lines (e.g., self-funded/ASO, stop-loss, pharmacy benefit management, disability, and multi-state accounts). Lead vendor negotiations and coordinate internal resources to execute all client deliverables on time and to quality standards. Oversee financial and claims reporting and analysis (e.g., monthly claims, high-cost claimant analysis) and communicate results and implications to clients. Develop and deliver contribution modelling and budget scenarios to support client decision-making. Coordinate open enrolment planning and execution (pre and post enrolment), including meetings, communications, and internal readiness.Ensure compliance deliverables are completed (audits, testing, required filings/fees) and implement compliance dashboards as applicable. Manage escalated/complex service issues; keep the Producer informed of significant client changes, risks, and opportunities. Identify and promote additional lines of coverage and solutions as appropriate to the client.
Our future colleague.
We’d love to meet you if your professional track record includes these skills:
- High school diploma or equivalent
- Active and current Florida 2-15 insurance license.
- 5+ years of experience working in the health insurance industry; agency experience preferred.
- Experience with self-funded accounts.
- Advanced proficiency in MS Office, including Excel and PowerPoint
- Ability to collaborate cross-functionally.
These additional qualifications are a plus, but not required to apply:
- Bachelor’s degree or higher
- Bilingual (English/Spanish)
- HIA or CEBS designation
- Experience with Employee Navigator, EPIC, BenefitPoint, and/or ImageRight
We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.
Some benefits included in this role are:
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid and flexible work
- Charitable contribution match programs
- Stock purchase opportunities
To learn more about a career at Marsh Agency, check us out our website or flip through our recruiting brochure.
Follow us on social media to meet our colleagues and see what makes us tick:
- X
- LinkedIn
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.
Marsh and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
If you require an accommodation during the application or interview process, please let us know by contacting reasonableaccommodations@marsh.com .
#MarshAgencyEHB
#LI-Hybrid
See All 1,405+ Mid Level Customer Account Specialist Jobs
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Find JobsMid Level Customer Account Specialist Job Market
Who's Hiring
- Jobot46
- Rippling41
- RELEX Solutions31
- Quest Diagnostics31
- Gartner28
Top Industries Hiring
- Technology & Software538
- Consulting & Professional Services164
- Insurance70
- Healthcare & Medical Services55
- Biotechnology & Pharmaceuticals55
Mid Level Customer Account Specialist Jobs: Frequently Asked Questions
How do I get a mid level customer account specialist job?
Position yourself around ownership, not just task completion. Highlight accounts you managed independently, problems you solved without escalating, and any process improvements you led. Applications that show measurable outcomes, such as retention rates improved or renewal cycles shortened, stand out at this level. Tailor your resume to reflect decision-making scope, not just daily responsibilities.
Which companies hire mid level customer account specialists?
Companies hiring mid level customer account specialists right now include Jobot, Rippling, and RELEX Solutions, based on current listings on Migrate Mate as of November 2026. At this level, hiring is concentrated among organizations that run established account management teams, including SaaS companies, financial services firms, and national retailers that need specialists who can handle complex client relationships with limited oversight.
Are there remote mid level customer account specialist jobs?
Yes, remote and hybrid options are well represented at this level. About 47% of mid level customer account specialist openings are remote or hybrid as of November 2026, reflecting strong demand from companies comfortable managing experienced specialists off-site. On-site roles do exist, particularly in industries where in-person client contact is part of the job.
How do I move up to a mid level customer account specialist role?
Moving into a mid level customer account specialist role takes consistent expansion of scope over your first few years. Focus on taking full ownership of smaller accounts before asking for larger ones, documenting measurable outcomes, and volunteering for cross-functional projects. Developing skills in CRM platforms, contract management, and client communication deepens your profile and signals readiness for independent responsibility.
Which industries hire the most mid level customer account specialists?
Mid Level customer account specialist roles concentrate in Technology & Software, Consulting & Professional Services, and Insurance, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because they maintain large, recurring client bases that require experienced specialists to manage renewals, upsells, and relationship continuity without constant managerial involvement.