Full-Time

Customer Service Representative

Posted on 9/9/2026

ParetoHealth

ParetoHealth

201-500 employees

Self-insured employee health benefits captive program

No salary listed

No H1B Sponsorship

Philadelphia, PA, USA

Hybrid

Hybrid work environment.

Bachelor's

Category
Customer Experience & Support (1)
Required Skills
Word/Pages/Docs
Salesforce
Customer Service
Excel/Numbers/Sheets

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Requirements
  • At least 2 years of customer experience, preferably in insurance or healthcare.
  • A Bachelor's Degree.
  • Ability to work under pressure in a high-volume inbound service center.
  • Customer service skills and the ability to manage multiple activities simultaneously.
  • Clear and effective oral and written communication skills.
  • Analysis and organization skills.
  • Critical thinking and multitasking abilities.
  • Ability to solve problems and perform root cause analysis.
  • Listening skills and the ability to resolve conflict.
  • Ability to meet deadlines with a quality focus.
  • Ability to work as part of a team and independently.
  • Proficiency with a personal computer, Microsoft Word, Excel, PowerPoint, and Salesforce.
  • Ability to conduct customer calls and internal meetings appropriately.
Responsibilities
  • Serve as the point of contact for internal and external customer inquiries.
  • Handle inbound and outbound tickets, emails, and calls.
  • Ensure the timely and successful delivery of resolutions to customer needs.
  • Support Account Management with renewal data, follow up on outstanding requests, pull reports, and answer questions about cost containment, renewals, and other customer-related inquiries.
  • Maintain a center of knowledge and records of responses for consistent and timely resolution.
  • Assist with high-severity requests or issue escalations as needed.
  • Build and maintain relationships with internal and external stakeholders, partners, and customers.
  • Develop trusted relationships with key customer contacts and internal business partners.
  • Participate in training, education, and company activities.
  • Perform other duties as assigned.
Desired Qualifications
  • Customer experience in insurance or healthcare.
  • Applicable healthcare market knowledge or stop-loss knowledge.

ParetoHealth helps small and mid-sized employers control health benefit costs using a self-insured captive model. Member companies pool funds to cover employees’ health claims instead of paying traditional premiums, sharing risk within a group. A data-driven cost management system monitors plan use and guides care toward high-quality, cost-efficient options. Revenue comes from membership fees and consulting services, and the goal is to provide affordable, sustainable, high-quality benefits for SMEs while advancing diversity, equity, and inclusion.

Company Size

201-500

Company Stage

Growth Equity (Venture Capital)

Total Funding

$522.1K

Headquarters

Philadelphia, Pennsylvania

Founded

2011

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Simplify Jobs

Simplify's Take

What believers are saying

  • Maeve O'Meara became CEO on February 4, 2025, sharpening execution after president tenure.
  • April 16, 2026 Rightway rollout expanded enterprise-style navigation to 4,000 employers and 1.3 million people.
  • ParetoHealth reported $8.4 billion in healthcare spend under management in 2026, proving scale momentum.

What critics are saying

  • PBM fiduciary lawsuits against J&J and JPMorgan intensify scrutiny on self-funded plan sponsors.
  • Big carriers and benefits platforms can copy navigation bundles, compressing ParetoHealth differentiation by 2026.
  • A bad claims year or captive governance failure could trigger member exits and destroy trust.

What makes ParetoHealth unique

  • Employer-owned captive model pools 4,000 employers and 1.3 million covered lives.
  • Rightway, First Stop Health, and Lyra integrate navigation, virtual care, and mental health.
  • Warburg Pincus and Great Hill back a specialized employee-benefits platform, not a broker.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Disability Insurance

401(k) Company Match

401(k) Retirement Plan

Growth & Insights and Company News

Headcount

6 month growth

19%

1 year growth

19%

2 year growth

19%
HIT Consultant
Feb 4th, 2025
Paretohealth Appoints Maeve O’Meara As Chief Executive Officer

ParetoHealth Appoints Maeve O’Meara as Chief Executive Officer. by Healthcare Executive Hires 02/04/2025 Leave a Comment. Maeve O’Meara, CEO at ParetoHealthWhat You Should Know: – ParetoHealth, a provider of innovative health benefits solutions for midsize employers, today announced the appointment of Maeve O’Meara as its new Chief Executive Officer.– O’Meara, who has served as ParetoHealth’s President since September 2023, succeeds co-founder Andrew Cavenagh, who will transition to the role of Executive Chairman. Maeve O’Meara Bio/BackgroundO’Meara brings over 20 years of experience in healthcare and technology leadership to her new role. She previously served as CEO of Castlight Health, where she spearheaded the company’s transformation into a market-leading navigation platform. Since joining ParetoHealth, O’Meara has focused on deepening consultant and member engagement, scaling technology and infrastructure, and strengthening the leadership team.“I’m honored to lead a team that has truly challenged the status quo in enabling midsize employers to offer more affordable health benefits,” said O’Meara. “It is a privilege to partner with our incredible consultant and employer community to continue to innovate and redefine what is possible.”

ParetoHealth
Jan 7th, 2025
ParetoHealth Appoints Heather Underhill as Chief Customer Officer to Advance Customer Success Initiatives

ParetoHealth appoints Heather Underhill as Chief Customer Officer to advance customer success initiatives.

Sample News Group
Jun 26th, 2024
ParetoHealth Appoints Christine Lui Chen as Chief Marketing Officer for Next Chapter of Growth

PHILADELPHIA, PA / ACCESSWIRE / June 26, 2024 / ParetoHealth, the nation's largest and fastest-growing employer-owned health benefits solution, is pleased to announce the appointment of Christine Lui Chen as Chief Marketing Officer.

PressRelease.com
Sep 27th, 2023
ParetoHealth Names Maeve O'Meara as President

PHILADELPHIA, September 27, 2023 (Newswire.com) - ParetoHealth, the country's leading health insurance platform for small and medium-sized employers, announced today that it has named Maeve O'Meara as President.

LexBlog
Jun 24th, 2023
Healthcare & Life Sciences Private Equity Deal Tracker: Warburg Pincus Invests in ParetoHealth

Warburg Pincus has invested in ParetoHealth, according to a news release.