Account Manager
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Job Description
Account Manager serving as the day-to-day contact for clients at Businessolver. Managing client relationships and ensuring a delightful experience with benefits technology solutions.
Responsibilities:
- Serve as a day-to-day liaison between our clients and our production teams
- Manage and facilitate client calls and new client administrator training
- Maintain all client documentation such as Standard Operating Procedures and process related documentation
- Engage in ongoing educational opportunities on product releases, updates and system functionality
- Educate, discuss, and collaborate with clients on relevant product updates, engaging in consultation with leadership as needed
- Provide concise communication regarding new system functionality, industry news, open items, project initiatives, and resolution activity
- Drive continual improvement of the delivery of services from all teams
- Coordinate Annual Enrollment and Plan Year closeout related activities and proactively engage the clients and internal teams as needed on open items
- Participate in sales finalist meetings and partner with the sales team on prospect visits and scope of services presentations
- Partner with internal teams to identify and discuss trends and training needs, providing support and expertise to the Service Center team
- When it comes down to it, make them love us…a lot!
Requirements:
- Bachelor’s Degree in Management or Communication preferred
- 4+ years’ experience working with clients and building relationships with direct experience in the consumer accounts / employee benefits / benefit administration industry
- Must have strong understanding of consumer spending account administration and the impact it has on the industry
- Consumer accounts system(s) knowledge is critical to success
- Strong relationship management and project management expertise, analytical skills, and the ability to engage and motivate multiple stakeholders across the organization
- Ability to lead client meetings, deliver presentations, and establish relationships
- Consultative approach to communication – giving the clients insight to activity in the market that may potentially impact their business – while providing solutions related to our platform
- Demonstrated ability to partner with other functional areas/organizations to deliver a seamless experience for the customer
- Ability to maintain grace under pressure – especially during the busy season
- You must be a resourceful and creative problem solver – constructively working with team members to find solutions
- Tech savvy – must have a comfort level with learning new technology and being able to communicate effectively when discussing with clients.
Benefits:
- Comprehensive benefits package
- Participation in the annual bonus incentive plan
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