The Client Account Support Associate provides post-sale support for new and existing clients. Design activities to communicate and educate the critical business information necessary to external audiences to achieve business objectives. Manage projects for overall improvement of client experience. Roles and Responsibilities Client and customer facing responsibility for day-to-day support of client management identified functions. Responsible for assisting with responding to complex inquiries, handling delegated tasks, assist with solving non-routine problems, and ensuring satisfaction with products and service for the Client Management team. Productive team player to client management organization and matrix partners Provide limited ad hoc telephonic or email back up and support upon request. Manage and deliver host of reports needed for clients and ad hoc requests. Provide response to emails and/or voice mails within 48 hours. Compliance with all mandatory training to broaden knowledge base and gain expertise. Become knowledgeable about new product and service offerings and support rollout of organizational initiatives. Document delivery to clients and brokers (ie, contracts/certificates, BAAGs, specialized communications, etc.) Assist with processes related to renewals, benefits at a glance documents, contract certificates, and system documentation in various software programs or tools. Possess knowledge of the practices, techniques and tools associated with providing outstanding consultative service to clients and internal customers. Assist with development of process improvements, development and documentation of policy and procedures for client management. Thorough understanding of health service products and services, and associated operating requirements to support the client management plan goals and sales processes. Utilize organization's sales information systems and provide documentation in Salesforce.
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Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees