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Client Service Representative (Account Manager) 


PeakTPA provides services that optimize your organization’s financial management and fulfill regulatory requirements for health plan functions. Our expertise in health plan management, particularly in PACE, means you can focus on delivering high-quality care to your participants.

Option for on-site or remote work if internet requirements, and other specific requirements, are met.

Summary: Under the supervision of the Client Service Manager, the Client Service Representative is primarily responsible for acting as a liaison, main point of contact and problem-solver for our clients. The Client Service Representative ensures that issues are resolved in a timely manner, builds relationships with key contacts, and proactively communicates with Peak team members, as well as with clients, on a number of matters. The Client Service Rep services as the Account Manager for the client.

Essential Functions:

Client Conference Calls

  • Schedules regular conference calls with assigned Peak clients on a weekly, biweekly, monthly, or quarterly basis
  • Seeks client agenda items in advance of scheduled call
  • Seeks agenda items from key Peak stakeholders in advance of scheduled call
  • Publishes bulleted agenda for each call 24 hours in advance, when needed
  • Facilitates discussion during calls
  • Takes notes during calls, including noting actions needed by Peak and by Client; publishes notes within 24 hours of each call to key Peak stakeholders and the Clients’ key contacts
  • Assigns actions, with deadlines, to Peak staff as needed after each call
  • Updates notes to reflect completion of required actions

Client Relationships

  • Establishes and maintains regular communication stream outside of scheduled conference calls; acts as main point of contact for assigned clients
  • Engages key Peak staff to provide input into issues
  • Researches issues and applies effective problem-solving skills to bring about resolution
  • Responds to client inquiries in a timely manner
  • Proactively shares information with clients and Peak staff
  • Manages the compilation of regulatory submissions to CMS, and drafts monthly status reports to clients


  • Escalates issues to management as needed
  • Reports regularly on trends uncovered through client communication

Additional Functions:

  • Maintains Client Contact List
  • Maintains Peak Contact List and provides updates to clients as needed
  • Assists with special projects, as requested
  • Communicates clearly and concisely, with sensitivity to the needs of others
  • Maintains the confidentiality of all company procedures, results, and information about participants, clients, providers and employees
  • Maintains courteous, helpful and professional behavior on the job
  • Establishes and maintains effective working relationships with co-workers
  • Ensures customer satisfaction by understanding and applying the Customer Service Policy, Procedure and Standards
  • Follows all Policies and Procedures and HIPAA regulations
  • Maintains knowledge and understanding of current Medicare regulations related to PACE Health Plan Management.
  • Maintains a safe working environment

Supervisory Responsibility: None

Travel: Minimal travel, less than 10%, expected for this position

Position Requirements

Knowledge, Skills and Abilities:

  • Educational requirements include a High School Diploma or equivalent. Requires five years of professional work experience, preferably in a Health Plan Management setting; Account Management experience helpful.
  • Knowledge and experience using current computer technology, and a strong knowledge of Excel and Microsoft Word.
  • Skilled in establishing and maintaining effective working relationships with clients, and staff at all levels
  • Skilled in data analysis and problem solving using defined methodologies
  • Skilled in problem resolution; recommends suggestions to increase accuracy and/or efficiency
  • Ability to have superior attendance to effectively fulfill all position functions.
  • Ability to work independently with minimal supervision
  • Ability to independently follow through on projects
  • Ability to communicate professionally, clearly and effectively, verbally and in writing
  • Ability to prioritize effectively
  • Ability to consistently multitask

Physical Demands & Requirements:

  • Communicate by way of the telephone with participants, customers, vendors and staff
  • Operate a computer and other office productivity machinery, such as a calculator, copy machine, fax machine and office printer
  • Remain stationary for extended periods of time
  • Occasionally exert up to 20 pounds of force to lift, carry, push, pull or move objects
  • Visual acuity to perform activities such as identifying, inputting and analyzing data on a computer terminal and/or in hard copy
  • Occasional reaching to retrieve shelved items
  • Occasional bending/stooping

Work Environment:

  • This job operates in a professional office environment with a conversational noise level.
  • No substantial exposure to adverse environmental conditions is expected.
  • Moderate pressure to meet scheduled appointments and deadlines
  • Potential for occasional verbal aggression by clients and vendors

Full-Time/Part-Time Full-Time  
Shift -not applicable-  
Position Client Service Representative  
Post Internal Days 0  
Number of Openings 1  
Location Peak Health Plan Management- St Louis, MO  
About the Organization  
EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.  
Cell None Specified 

HoursPerWk None Specified 

supervisorUID None Specified 

This position is currently not accepting applications.

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