What are the responsibilities and job description for the Client Account Representative I position at Employee Benefits Corporation?
Position Summary :
Employee Benefits Corporation is hiring for a Client Account Representative I. The Client Account Representative I, along with their team, acts as the primary point of contact for Employee Benefits Corporation's clients across all products and services by resolving basic client inquiries via telephone and email.
This person may work in our Middleton, WI office, fully remote (Wisconsin locations only), or a combination of the two depending on availability.
Responsibilities Include :
- 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
- 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
- Obtain and maintain current and ongoing product and regulation related knowledge at a level of proficiency to resolve client requests and inquiries
- Collaborate and engage with organizational resources to ensure accurate and effective client data exchange, issue resolution and service
- Maintain and proactively manage CRM database, documenting each customer interaction and action item in a timely, compliant manner and in adherence with department standards
- Monitor departmental email Help Desk inbox, delegating and assigning tasks and work accordingly, utilizing discretion and independent judgement
Qualifications :
Preferred Qualifications :
We offer :
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.
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