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Customer Service Representative


We’re in this for the greater good at ParetoHealth. Our mission is collective greatness, nothing less will do. Our team is a single force united in the drive to transform employee health benefits.
The company was founded in 2011 to help small and medium-sized businesses fight the rising cost of employee health benefits. We blazed the trail with financing innovations that reduce the risks in self-insurance and deliver significant savings—and we continue to lead with a growing ecosystem of partners and world-class cost control solutions.But success is measured by more than dollars alone and we measure ours by the good that comes from knowing that every client and all their employees can count on effective, affordable healthcare for years to come.

Please note that ParetoHealth does not provide employment visa sponsorship for this position. Candidates must be authorized to work in the United States without sponsorship both now or in the future.


Position Summary:


The Customer Services Representative will primarily be responsible for assisting in the day-to-day management of customer accounts and supporting the account management team. The Client Services Representative is responsible for triaging inquires that include but are not limited to renewals, cost containment programs, and captive questions.  The Client Services Representative is also responsible for supporting account management in administrative needs such as running reports, tracking down information, coordinating between departments, and ensuring quality and timely responses for all stakeholders, internal and external.

Key Responsibilities:


  • Operate as the point of contact for internal and external inquiries supporting our customers
  • Handles both inbound and outbound tickets, emails and calls
  • Ensure the timely and successful delivery of resolutions to customer needs
  • Supports Account Management with renewal data, following up on outstanding requests, pulling reports and answering questions on cost containment, renewals, and other customer related inquiries
  • Operate as a center of knowledge learning and maintaining record of responses for consistent and timely resolution
  • Assist with high severity requests or issue escalations as needed
  • Build and maintain strong relationships with internal and external stakeholders, partners & customers
  • Develop a trusted relationship with key customer contacts and internal business partners
  • Participation in all training, education and company activities
  • Other duties as assigned

Required Skills & Qualifications:


  • 2+ years of customer experience, preferably insurance or healthcare related
  • Bachelor's Degree required
  • Dedication and willingness to work hard under pressure in a high-volume inbound service center
  • Stellar customer service skills, with ability to manage multiple activities at one time
  • Clear and effective oral and written communication skills
  • Excellent analysis and organization skills
  • Strong critical thinking skills and the ability to multi-task
  • Ability to problem solve and perform root cause analysis
  • Superior listening skills and ability to resolve conflict
  • Quality focused with ability to meet deadlines
  • Team oriented
  • Ability to work independently
  • PC proficiency in MS Word, Excel, PowerPoint and Salesforce
  • Ability to conduct customer calls and internal meetings in an appropriate manner
  • Applicable health care market knowledge or stop loss knowledge is a plus

We are guided by our values:


Fire in the belly


The drive to learn, to improve, and to deliver outstanding value every day.

See the field


The ability to see the big picture and prepare to meet tomorrow’s needs.

Get it done right


The passion to produce at higher rates and to the highest standards.

For the greater good


A united community creating better health benefit solutions for all.

Please note that any communication from our recruiters and hiring managers at ParetoHealth about a job opportunity will only be made by a ParetoHealth employee with an @paretohealth.com address. ParetoHealth does not conduct text message or chat-based interviews. Any other email addresses, agencies, or forums may be phishing scams designed to obtain your personal information.


We will not ask you to provide personal or financial information, including, but not limited to, your social security number, online account passwords, credit card numbers, passport information, and other related banking information until we begin onboarding activities, which will be coordinated by a member of the ParetoHealth People Ops Team with an @paretohealth.com email address.


Disclosures:


ParetoHealth is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status, in any of its activities or operations. These activities include, but are not limited to, hiring and firing of staff, selection of volunteers and vendors, and provision of services. We are committed to providing an inclusive and welcoming environment for all members of our staff, clients, volunteers, subcontractors, vendors, and clients.


California Applicants:  SeePareto’s CCPA Notice of Collection for California Employees and Applicantsfor information about how Pareto Captive Services, LLC, Pareto Health, LLC, and Pareto Underwriting Partners, LLC, together with their respective subsidiaries (collectively, “Pareto”) collects and uses personal information submitted by employment applicants.


Life at Pareto Health

Pareto Health forms and manages employee benefit group captives that allow employers to reduce costs and increase control over its employee benefit program. We serve as the management team of the group captive, representing the interests of the group. We offer employers with between 50 and 500 employees access to existing group captives and we create new group captives for groups of employers. We assist the group captive choose a policy issuing carrier, negotiate the reinsurance agreement, and underwrite new and renewal members. We work with the employers to develop and execute a multi-year business plan and provide management reports and tools to measure progress of the plan. Since we are not a broker, consultant, or a captive (domicile) management company, we are not conflicted by also representing individual employers as their broker or by also underwriting on behalf of the insurance carrier. Weᅢᄁ¬ツᆲ¬トᄁre focused only on the performance of the group captive.
Thrive Here & What We Value1. Casual and Fun Work Environment2. Collective Greatness Mindset: We believe that when we all work together towards a common goal, amazing things can happen.3. Transforming Employee Health Benefits4. Blazing Trail with Financing Innovations that Reduce Risks in SelfInsurance and Deliver Significant Savings5. Measuring success by more than dollars alone6. Robust benefits package including Medical (100% employer paid), Dental, Vision, STD/LTD, and employer 401(k) contribution7. Inclusive and Welcoming Environment8. Fire in the Belly and Inner Desire to Excel9. For the Greater Good and Accountability, Teamwork, and Responsibility
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