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Account Specialist
$56k-71k (estimate)
Full Time | Restaurants & Catering Services
1 Month Ago
HORAN is Hiring an Account Specialist Near Cincinnati, OH
Job Title: Account Specialist
FLSA status: Non-exempt
Department: Small Business
Manager: Director of Operations
Position summary:
1. Responsible for proactively assisting with prospect support, new client onboarding, the renewal process and the implementation process leading to a successful, streamlined experience for the client.
2. Responsible for providing effective customer service for a block of HORAN clients by utilizing excellent, in-depth knowledge of company products and services and strong interpersonal skills.
3. Responsible for managing a small block of House accounts with a focus on retention and cross-sell/up-sell.
Responsibilities:
- Problem solving and troubleshooting for client issues.
- First contact lead for all client claims issues
- Expert on assigned clients and context of client objectives.
- Develop and deliver employee education and communications including presentation.
- Loading and maintaining client details and plan information into client database
- Bids and proposal preparation for Account Manager block of business
- Strategic planning with Account Manager on benefit designs and recommendations
- Problem solving and troubleshooting for the client including billing and claim resolution.
- Organization of client files, both electronic and hard copy, updating information as needed.
- Maintain client and vendor relationships with key decision makers.
- Facilitate carrier/benefit changes for block of business.
- Project management as it pertains to company goals and vision – as deemed appropriate by management.
- Work with Account Manager identifying opportunities for sales goal.
- Identify opportunities for OneHORAN or organic growth within House accounts.
- Responsible for knowing market trends and new product information.
- Attend industry education meetings, carrier updates and client outreach appreciation events as necessary.
- Assist clients with compliance requirements related to benefits.
- Demonstrate strong time management skills.
- Assist Account Manager in completing consulting projects/market reviews with prospects.
- Administer onboarding and implementation of new clients into block of business.
- Manage own block of House accounts.
Performance Criteria
- Internal & External Customer Service
- Professional Vision
- Teamwork & leadership
- Communication
- Decision Making Skills
- Work Ethic
- Knowledge & Experience
- Employee Motivation & Development
- Accuracy
Qualifications & Skills Required:
- College degree with minimum of 2 years of related business experience
- Basic computer proficiency to include Microsoft office products including Excel, Word and Power Point
- Internal & External Customer Service
- Professional Vision
- Teamwork & Leadership
- Decision Making Skills
- Work Ethic
- Project Management
HORAN History:
For close to 75 years, HORAN has served as a trusted advisor and thorough planner in the areas of employee benefits consulting, wealth management, and life insurance for estate and business planning. HORAN, with its 150 employees, has grown to become one of the region’s largest privately held financial services and insurance organizations. HORAN represents over 600 companies and 300,000 individuals. The wealth management division has greater than $2.9 billion under its care. HORAN is committed to the Health, Wealth and Life needs of its loyal clientele.
How to Apply:
Please visit the HORAN Careers Page or www.horanassoc.com/careers and click on the job title to apply, or email jobs@horanassoc.com if you have any questions.
Job Summary
JOB TYPE
Full Time
INDUSTRY
Restaurants & Catering Services
SALARY
$56k-71k (estimate)
POST DATE
04/06/2023
EXPIRATION DATE
06/14/2024
WEBSITE
horanassoc.com
HEADQUARTERS
TOKUGYO, CHUBU
SIZE
100 - 200
FOUNDED
1948
CEO
FUSA TO
REVENUE
<$5M
INDUSTRY
Restaurants & Catering Services
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