Talent.com
Client Account Representative II
Client Account Representative IIEmployee Benefits Corporation • Milwaukee, WI, United States
Client Account Representative II

Client Account Representative II

Employee Benefits Corporation • Milwaukee, WI, United States
4 days ago
Job type
  • Full-time
Job description

Position Summary :

Employee Benefits Corporation is hiring for a Client Account Representative II. The Client Account Representative II is the primary point of contact for a specific set of Employee Benefits Corporation's clients across all products and services and various brokers. This position utilizes internal resources to resolve various client inquiries, including moderately complex issues, via telephone and email. The Client Account Representative II is responsible for managing all customer contact to ensure timely resolution to inquiries and issues.

This person may work in our Middleton, WI office, fully remote (Wisconsin locations only), or a combination of the two depending on availability. Must be available for one day of onsite training and onboarding in person at our Middleton, WI office.

Responsibilities :

  • Serve as primary point of contact and organization resource for assigned clients and various brokers
  • Establish rapport and trust with all clients, ensuring a high quality and meaningful experience is delivered with every interaction
  • Obtain information from multiple systems and relay to clients and brokers in a seamless manner
  • Facilitate resolution of service issues of specific clients in a professional manner utilizing interpersonal skills including diplomacy, tact and a concern for the client's needs
  • De-escalate situations involving dissatisfied clients and brokers, offering patient assistance and support
  • Obtain and maintain current and ongoing product and regulation related knowledge at a level of proficiency to resolve complex client requests and inquiries
  • Collaborate and engage with organizational resources to ensure accurate and effective client data exchange, issue resolution and service
  • Respond to incoming inquiries and tasks from other departments in a timely, customer centric and professional manner

Required Qualifications :

  • Associate degree in Business or related field; may be substituted by two years directly related experience
  • Three years' experience in a customer-centric role
  • Experience providing customer service for a variety of products in the health care industry
  • Demonstrated subject matter expertise in Employee Benefits Corporation's product offerings or equivalent experience in the health care industry
  • Demonstrated effective listening, verbal and written communication skills, utilizing proper grammar, syntax and excellent business acumen
  • Ability to articulate relevant information in an organized and concise manner
  • Ability to remain calm when dealing with challenging clients
  • Demonstrated experience de-escalating client issues
  • Strong attention to detail and critical thinking skills to help manage difficult situations
  • Demonstrated ability to develop, maintain and foster relationships at all levels of the organization
  • Demonstrated ability to maintain a positive, empathetic and professional attitude internally and externally
  • Successful experience coordinating activities and tasks of a variety of resources towards a specific business goal
  • Strong organizational and time management skills with proven ability to multitask in a high paced environment
  • Self-motivated and able to resolve issues independently
  • Demonstrated ability to guide clients through troubleshooting and navigating various company systems and the mobile application
  • Computer proficiency in Windows-based applications along with a demonstrated ability to learn new software programs
  • Intermediate proficiency with Microsoft Outlook, Word and Excel
  • Previous experience working with a Customer Relationship Management system (CRM)
  • Preferred Qualifications :

  • Bachelor degree
  • We offer :

  • A friendly, collaborative team environment
  • A competitive compensation and benefits package that includes employee-ownership
  • Opportunities for personal and professional growth
  • Flexible scheduling to encourage and support a healthy work-life balance
  • More About Us :

    Employee Benefits Corporation administers a variety of employee benefits, from IRS-approved, tax-advantaged plans to COBRA and state-regulated continuation administration through informative education materials, dedicated reporting, creative plan design and expert customer support. We work with benefit brokers and consultants, employers and HR administrators, and benefit plan participants to offer top-notch workplace benefits and customer service. As a 100% employee-owned company, we are committed to using our experience, knowledge, creativity and technology to ensure our customers' satisfaction with their plans and with our services. ?

    Employee Benefits Corporation is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Our affirmative action program is available to any applicant or employee upon request.

    If you need an accommodation as part of the employment process, please contact Human Resources via email at HumanResources@ebcflex.com or via phone at (608) 831-8445.

    Create a job alert for this search

    Client Representative • Milwaukee, WI, United States

    Related jobs
    Sr Client Partner-Sales

    Sr Client Partner-Sales

    Verizon • Milwaukee, WI, US
    Part-time
    A place to share your ideas freely even if they're daring or different.Where the true you can learn, grow, and thrive.At Verizon, we power and empower how people live, work and play by connecting ...Show more
    Last updated: 20 days ago • Promoted
    Account Executive

    Account Executive

    Rogers Behavioral Health • Oconomowoc, WI, US
    Full-time
    Under the leadership of the Directors of Business Development and other leadership and in partnership with the Account Executive team, the Account Executive will serve as subject matter expert for ...Show more
    Last updated: 30+ days ago • Promoted
    Client Relationship Consultant 3 (Banker) - Menomonee Falls, WICategoryBranch BankingJob Id2025-0025435LocationMenomonee Falls, WI, United StatesPosting Start Date10 / 17 / 2025Anticipated Posting End Date10 / 31 / 2025Job TypeFull time

    Client Relationship Consultant 3 (Banker) - Menomonee Falls, WICategoryBranch BankingJob Id2025-0025435LocationMenomonee Falls, WI, United StatesPosting Start Date10 / 17 / 2025Anticipated Posting End Date10 / 31 / 2025Job TypeFull time

    US Bank • Menomonee Falls, WI, US
    Full-time
    Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...Show more
    Last updated: 2 days ago • Promoted
    Senior Associate, Client Accounting Services-Small Business

    Senior Associate, Client Accounting Services-Small Business

    Baker Tilly Advisory Group, LP • USA, Wisconsin, Milwaukee
    Full-time
    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U. New York, London, San Francisco, Los Angele...Show more
    Last updated: 4 days ago
    Investment & Trading Operations Associate

    Investment & Trading Operations Associate

    Claire Myers Consulting • Mequon, WI, US
    Full-time
    Investment & Trading Operations Associate.Base salary + bonuses + benefits.Our client is a premier retirement management practice that goes beyond just managing investments.Through comprehensiv...Show more
    Last updated: 10 days ago • Promoted
    Client Relationship Consultant 3 (Banker) - Menomonee Falls, WI

    Client Relationship Consultant 3 (Banker) - Menomonee Falls, WI

    U.S. Bancorp • Menomonee Falls, WI, US
    Full-time
    Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...Show more
    Last updated: 3 days ago • Promoted
    Client Relationship Consultant 2 (Banker) - Racine, WICategoryBranch BankingJob Id2025-0024641LocationRacine, WI, United StatesPosting Start Date10 / 08 / 2025Anticipated Posting End Date10 / 23 / 2025Job TypeFull time

    Client Relationship Consultant 2 (Banker) - Racine, WICategoryBranch BankingJob Id2025-0024641LocationRacine, WI, United StatesPosting Start Date10 / 08 / 2025Anticipated Posting End Date10 / 23 / 2025Job TypeFull time

    US Bank • Racine, WI, US
    Full-time
    Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...Show more
    Last updated: 12 days ago • Promoted
    Associate Account Manager, Commercial Lines

    Associate Account Manager, Commercial Lines

    Risk Strategies • Racine, WI, US
    Full-time
    The primary role of the Associate Account Manager (AAM) is to complete specific tasks on an assigned book of business at the direction of the Client Service team on the book.They must be process fo...Show more
    Last updated: 30+ days ago • Promoted
    Private Wealth Advisor II

    Private Wealth Advisor II

    Old National Bancorp • Milwaukee, WI, US
    Full-time
    Old National Bank has been serving clients and communities since 1834.With approximately $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve.As a tru...Show more
    Last updated: 30+ days ago • Promoted
    Audit Associate II

    Audit Associate II

    Grant Thornton LLP • Milwaukee, WI, US
    Full-time
    Focus on the core content of the job post, removing all extra metadata, navigation mentions, and redundant headers.Keep the formatting beautiful and clean, with no extra spacing or error messages.Show more
    Last updated: 28 days ago • Promoted
    Teller / Customer Service Representative III

    Teller / Customer Service Representative III

    Port Washington State Bank • Mequon, WI, United States
    Full-time
    Looking for a career that actually supports work-life balance? Join us at Port Washington State Bank - a locally owned, community bank with a true Midwestern spirit. We've proudly been named a Top W...Show more
    Last updated: 5 days ago • Promoted
    Registered Wealth Management Client Associate

    Registered Wealth Management Client Associate

    Bank of America • Racine, WI, US
    Full-time
    Job Opportunity At Merrill Wealth Management.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ...Show more
    Last updated: 30+ days ago • Promoted
    Investment Client Services Specialist - Top Advisor

    Investment Client Services Specialist - Top Advisor

    Northwestern Mutual • Franklin, WI, US
    Full-time
    Investment Operations Support Specialist.This position works to support Northwestern Mutual's top 250 Wealth Advisors.Team members partner closely with those specific advisors and their staff to de...Show more
    Last updated: 30+ days ago • Promoted
    Client Relationship Consultant 2 (Banker) - Racine, WI

    Client Relationship Consultant 2 (Banker) - Racine, WI

    U.S. Bancorp • Racine, WI, US
    Full-time
    Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...Show more
    Last updated: 12 days ago • Promoted
    Business Account Representative II

    Business Account Representative II

    Modine Manufacturing Company • Racine, WI, US
    Full-time
    Business Account Representative II.At Modine, we are engineering a cleaner, healthier world.Building on more than 100 years of excellence in thermal management, we provide trusted systems and solut...Show more
    Last updated: 10 days ago • Promoted
    Float Client Relationship Consultant 4 (Banker) Sunset and Multiple Branches, WI

    Float Client Relationship Consultant 4 (Banker) Sunset and Multiple Branches, WI

    U.S. Bancorp • Waukesha, WI, US
    Full-time
    Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...Show more
    Last updated: 17 days ago • Promoted
    Union Client Relationship Consultant 4 (Banker) U.S. Bank Center Milwaukee, WI

    Union Client Relationship Consultant 4 (Banker) U.S. Bank Center Milwaukee, WI

    U.S. Bancorp • Milwaukee, WI, US
    Full-time
    Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...Show more
    Last updated: 2 days ago • Promoted
    Union Client Relationship Consultant 4 (Banker) U.S. Bank Center Milwaukee, WICategoryBranch BankingJob Id2025-0025535LocationMilwaukee, WI, United StatesPosting Start Date10 / 17 / 2025Anticipated Posting End Date10 / 30 / 2025Job TypeFull time

    Union Client Relationship Consultant 4 (Banker) U.S. Bank Center Milwaukee, WICategoryBranch BankingJob Id2025-0025535LocationMilwaukee, WI, United StatesPosting Start Date10 / 17 / 2025Anticipated Posting End Date10 / 30 / 2025Job TypeFull time

    US Bank • Milwaukee, WI, US
    Full-time
    Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...Show more
    Last updated: 2 days ago • Promoted
    Float Client Relationship Consultant 4 (Banker) Sunset and Multiple Branches, WICategoryBranch BankingJob Id2025-0024205LocationWaukesha, WI, United StatesPosting Start Date10 / 03 / 2025Anticipated Posting End Date10 / 30 / 2025Job TypeFull time

    Float Client Relationship Consultant 4 (Banker) Sunset and Multiple Branches, WICategoryBranch BankingJob Id2025-0024205LocationWaukesha, WI, United StatesPosting Start Date10 / 03 / 2025Anticipated Posting End Date10 / 30 / 2025Job TypeFull time

    US Bank • Waukesha, WI, US
    Full-time
    Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...Show more
    Last updated: 16 days ago • Promoted
    Senior Associate- Client Accounting Services, Real Estate

    Senior Associate- Client Accounting Services, Real Estate

    Baker Tilly Advisory Group, LP • USA, Wisconsin, Milwaukee
    Full-time
    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U. New York, London, San Francisco, Los Angele...Show more
    Last updated: 12 days ago