Job Description
Responsibilities :
The Account Manager role is a client facing position primarily responsible for maintaining excellent relationships while managing internal and external projects across various technical platforms. (Primary 'client'will vary depending on the specialty assigned between Brokers, Clients, Partners and / or Carriers)
1. Manage day-to-day relationships with all levels of client contact (open items log, client calls, training on new and existing features)
2. Execute project plan steps. Completing supporting materials (such as Requirements Documents, Meeting Notes, etc.) to push clients from implementation through ongoing across various service models and technology platforms.
3. Proactively monitor benefit and technology administration processes to ensure accuracy and mitigate downstream issues.
4. Ensure client satisfaction by providing excellent service resulting in consistent high Net Promoter Scores (a measure of client satisfaction).
5. Coach / Guide downstream team members assisting with process documentation, training and validation of team member execution. Assisting to prioritize tickets / emails.
6. Process Execution for assigned tasks / projects.
7. Respond quickly and accurately to system questions.
8. Researching and resolving client inquiries regarding system and process issues
9. Maintain thorough understanding of all system and processes.
10. Triage and respond to system questions including escalations from client.
11. Ticket Prioritization for Member / Employee Level analyst / specialist teams
12. Understanding client requirements and specifications to be the subject matter expert on all topics related to clients
13. Successfully partner with various members of the organization across multiple projects and teams.
14. Know and continually build knowledge about our products and technology.
15. Actively participate in sponsored professional development and training initiatives.
16. Proactively seek out opportunities for efficiency and accuracy in daily tasks.
17. Other duties as assigned.
Meet Your Recruiter
RyAnn Vassallo
Senior Placement Consultant
Account Manager • Milwaukee, WI, United States