# Account Specialist

**Company:** [SmithRx](https://hotfix.jobs/companies/smithrx)
**Location:** Lehi, UT, Plano, TX
**Role:** Customer Success
**Experience:** 2+ years
**Skills:** Excel, Word, PowerPoint, Microsoft Office, Pbm, Claims Processing, Eligibility Management, Data Reporting, Client Troubleshooting, Healthcare Operations
**Posted:** 2026-04-13

> Supports Account Managers by handling client issues, troubleshooting claims and eligibility, compiling reports, and collaborating cross-functionally to ensure post-sale customer success in PBM services. Requires 2-3 years healthcare/PBM experience and strong Microsoft Office skills.

## Job Description

## Responsibilities

- Act as a designated support resource for assigned Account Managers
- Act as a part of a designated account team for specific key clients
- Work directly with clients on outstanding client and member items
- Compile and present outstanding client and member items during internal and external meetings
- Complete reporting and data requirements based on client and team needs
- Troubleshoot escalated items related to claims, eligibility, and general account maintenance
- Complete data audit requests
- Support ad-hoc projects assigned by leaders
- Collaborate with cross-functional internal teams for client issue resolution
- Engage to creatively and appropriately find solutions to client and team needs

## Requirements

- 2-3 years operational or customer service/support experience in the PBM or health care industries
- Microsoft Office experience: strong with Excel, Word, PowerPoint
- Ability to effectively manage several tasks and competing priorities
- Ability to communicate and articulate complex data, member scenarios effectively
- Strong attention to detail
- Self-starter and self-motivator
- Positive, growth mindset
- Ability to work well with cross functional teams and clients
- Ability to handle and work with ambiguous instructions
- Prior experience working directly with Director to C suite level executives

## Benefits

- Highly competitive wellness benefits including Medical, Pharmacy, Dental, Vision, and Life Insurance and AD&D Insurance
- Flexible Spending Benefits
- 401(k) Retirement Savings Program
- Short-term and long-term disability
- Discretionary Paid Time Off
- Paid Company Holidays
- Wellness Benefits
- Commuter Benefits
- Paid Parental Leave benefits
- Employee Assistance Program (EAP)
- Well-stocked kitchen in office locations
- Professional development and training opportunities

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