What are the responsibilities and job description for the Client Support Specialist position at WEX Health, Inc.?
About the Team / Role
The Client Support Specialist will oversee client accounts with guidance and oversight from the Client Delivery Manager. The Client Support Specialist will be engaged from implementation to ongoing administration and will assist the Client Delivery Manager in managing all aspects of the project management process as well as being the liaison between the internal team and client contacts.
How you'll make an impact
Assist and partner with the Client Delivery Manager to manage 3-5 accounts
Work with Client Delivery Manager in almost every facet as it pertains to the implementation, transition, and ongoing services
Coordinate the annual enrollment process for participants (active, COBRA, retiree etc.) in a timely manner th
Ensure all materials related to annual enrollment and ongoing administration are consistent with the client's specifications and are properly and professionally prepared
Analyze all client materials used for annual enrollment and ongoing administration to ensure that they are current and meet quality standards
Continually work toward keeping client and supervisor informed of progress and issues as the case progresses
Work with Client Delivery Manager and other management team members to identify training issues and suggest process improvements to streamline customer service efficiency
Interface with clients, professionally, and accurately
Manage projects successfully with strict deadlines while under pressure
Provide detailed internal and external communication to successfully document instruction and process
Experience you'll bring
Minimum Requirements :
Communication :
Ability to read, interpret and write complex reports and business correspondence related to business, technical, legal and other such matters.
Ability to speak / listen clearly and effectively to persons at multiple levels both inside and outside of the company.
Strong verbal and written communication skills including the ability to provide detailed internal and external communications to successfully document instruction and process.
Analytical :
Ability to understand cause and effect, create instructions, solve practical problems and deal with a variety of complex variables in situations where only limited standardization exists.
Critical thinking. Ability to anticipate problems before they escalate and the ability to be prepared to propose a solution.
Problem solving skills with the ability to demonstrate a disciplined and logical thought process for each situation.
The ability to find innovative alternatives to issues prior to evaluating and making decisions.
Computer :
Proficient in Microsoft Office Suite
Excel, pivot tables, V look-up, simple queries
Word letter writing, mail merge and PDF creation
Creating and responding to emails, scheduling meetings, reserving resources, including others.
Planning / Organizing :
Plans and arranges a significant portion of own work against defined objectives.
Ability to prioritize and multitask on different projects and to ensure deadlines are met.
Preferred Qualifications :
Bachelor’s Degree
Experience : 1 – 3 years
Account Management Support
The base pay range represents the anticipated low and high end of the pay range for this position. Actual pay rates will vary and will be based on various factors, such as your qualifications, skills, competencies, and proficiency for the role. Base pay is one component of WEX's total compensation package. Most sales positions are eligible for commission under the terms of an applicable plan. Non-sales roles are typically eligible for a quarterly or annual bonus based on their role and applicable plan. WEX's comprehensive and market competitive benefits are designed to support your personal and professional well-being. Benefits include health, dental and vision insurances, retirement savings plan, paid time off, health savings account, flexible spending accounts, life insurance, disability insurance, tuition reimbursement, and more. For more information, check out the "About Us" section.Pay Range : $21.00 - $27.00
Salary : $21 - $27
