17 Client Account Representative Jobs in Madison, WI
Employee Benefits is Hiring a Client Account Representative Near Madison, WI
- Serve as primary point of contact and organization resource for assigned clients and various brokers
- Primary contact via telephone queue and email for inquiries from annual service clients
- Learn and be proficient on all product offerings
- Establish rapport and trust with all clients, ensuring a high quality and meaningful experience is delivered with every interaction
- Communicate clearly and accurately with customers, both verbally and in writing
- Obtain information from multiple systems and relay to clients and brokers in a seamless manner
- De-escalate situations involving dissatisfied clients and brokers, offering patient assistance and support
- 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
- Manage time to ensure tasks are completed on time and within company service standards
- Maintain and proactively manage CRM database, documenting each customer interaction and action item in a timely, compliant manner and in adherence with department standards
- Associate degree in Business or related field; may be substituted by two years directly related experience
- Two years’ experience in a customer-centric role
- Ability to remain calm when dealing with challenging clients
- Ability to articulate relevant information in an organized and concise manner
- Demonstrated experience de-escalating client issues
- Demonstrated ability to guide customers through troubleshooting and navigating various company systems and the mobile application
- Strong attention to detail and critical thinking skills to help manage difficult situations
- Demonstrated effective listening, verbal and written communication skills , utilizing proper grammar, syntax and excellent business acumen
- Demonstrated ability to develop, maintain and foster relationships at all levels of the organization
- Successful experience coordinating activities and tasks of a variety of resources towards a specific business goal
- Strong organizational and time management skills with proven ability to multitask in a high paced environment
- Self-motivated and able to resolve issues independently
- Computer proficiency in Windows-based applications along with a demonstrated ability to learn new software programs
- Basic proficiency with Microsoft Outlook, Word and Excel
- Bachelor degree
- Experience working with a Customer Relationship Management system (CRM)
- Knowledge of COBRA and tax advantaged benefit programs
- Previous customer service experience in Benefits Administration, working with insurance brokers and/or carriers, or in the health insurance industry
- A friendly, collaborative team environment
- A competitive compensation and benefits package that includes employee-ownership
- Opportunities for personal and professional growth
- Flexible scheduling to encourage and support a healthy work-life balance
We are an equal-opportunity employer.
Job Summary
Full Time
Insurance
$49k-59k (estimate)
12/15/2023
07/02/2024
ebinw.com
Mercer Island, WA
<25
Insurance
Related Companies
The job skills required for Client Account Representative include Products and Services, Written Communication, Time Management, CRM, Health Insurance, Scheduling, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Account Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Account Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Account Representative positions, which can be used as a reference in future career path planning. As a Client Account Representative, it can be promoted into senior positions as an Account Services Representative, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Account Representative. You can explore the career advancement for a Client Account Representative below and select your interested title to get hiring information.
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