What are the responsibilities and job description for the Account Manager / Customer Support Representative position at PF Compass?
Role:
Responsible for all aspects of account management and client services within fast-paced employee benefits advisor company. Liaise with sales team for client onboarding and plan renewals. Liaise directly with clients and their employees in a supporting role. Duties will include client and employee communication, data entry and CRM management, general support of dynamic team.
Specifics:
Function as main point of support for all designated client accounts:
* Work directly with client HR department, and employees as needed
* Onboard client into internal agency management system (AgencySmart)
* Keep up to date internal records of client plans, including costs and enrollment
* Document all client service items and resolutions
* Maintain accurate client census information
* Liaise with appropriate internal team members for administration of COBRA including generating notices, processing elections with carriers, collecting and logging payments.
* Liaise with client facing software specialists to ensure accurate transfer of client, employee and plan information
* Answer employee questions pertaining to benefits coverage and other issues
* Assist sales team with preparation of client renewal packages and presentations
* Lead with preparation of client renewal packages for designated clients
* Perform general administrative and clerical tasks: answering phone calls and emails; sending information to clients; preparing documents for meetings and presentations
* Work both independently, and within a team framework to achieve excellent outcomes
* Work within the Microsoft Office platform: Word, Excel, Outlook, etc.
* Develop and grow within the role as processes and work-flows evolve
