Associate Account Manager (Remote)

Inspira Financial•Oak Brook, IL

19h•Remote

About The Position

This role is responsible for building and maintaining the relationship with the client and serve as the main point of contact for all questions and concerns. This role identifies client issues, solutions and may lead resolution working with other operational areas. This role is also responsible for supporting assigned employers and institutional clients utilizing Inspira Workplace Savings (WPS) and Emergency Saving Funds (ESF) products while ensuring the highest quality of service. The primary responsibility of this role is to work directly with assigned contacts to develop and maintain positive relationships through telephone and email communication. The incumbent is also responsible for interacting with all necessary internal departments to on-board new relationships, answer inquiries related to assigned accounts and address client requests This position is instrumental in growing and maintaining Institutional client relationships for Inspira.

Requirements

0-2 years of experience
Bachelor’s Degree in Business, Finance, Communications, Healthcare Administration, Sales, or related field
Excellent analytical skills with a proactive nature
Strong organization skills with a drive to meet deadlines
An affinity for accuracy and efficiency
Proficiency in Microsoft Excel, Word (including mail merge) and Outlook
Strong verbal and written communication skills
An aptitude for prioritization and multi-tasking
Strong collaboration skills
A drive to learn and apply new concepts quickly
Ability to prioritize numerous tasks
Strong relationship and communication skills
Experience in retirement plan industry and knowledge of IRAs
Knowledge of investment vehicles, as well as savings and retirement planning tools

Nice To Haves

Experience with Salesforce CRM preferred

Responsibilities

Serve as a dedicated point of contact for assigned employers and institutional clients utilizing the WPS/ESF products
Build and maintain relationships with the clients
Process system setup, updates, and configuration for clients
Coordinate, lead, and execute client plan renewal and open enrollment
Ensure successful retention of assigned clients, inclusive of all events within the AMs control by responding timely and providing excellent service.
Achieving revenue, growth, and renewal goals
Manage incoming and outgoing communications including phone queues and emails
Handle all resolution cases from across the firm for the assigned client base
Share information gathered from conversations with clients to provide insight into relationships and help drive future product enhancements
Collaborate with team members and functional support areas on more complex product or service issues.
Build relationships with internal teams.
Work cross-functionally with various departments within the business to maximize service
Other duties as assigned.