Proactively support servicing and account administration for clients, partners, brokers, and consultants to support customer satisfaction, growth, and retention strategies
Support and create administrative sales activities associated with qualifying and quoting to prospects, installation of new clients, changes to existing clients, processing renewals, and open enrollment
Establish and maintain strong internal relationships with account managers, sales personnel, and other key business partners to understand customer requirements related to products and service offerings
Provide administrative support for client development plans and assigned projects supporting strategic objectives, communication, growth, and retention
Communicate and coordinate client requirements and needs with business partners to ensure accurate information for client plan design and expectations
Support implementation and intake requests of new clients to meet or exceed specified implementation time frames
Verify client administrative requirements are met, documented, and agreed to by business partners within approved processes/procedures
Maintain working knowledge of existing and new products/services to ensure accurate information is provided to sales/account management team and clients or brokers
Utilize sales automation system to maintain current client and prospect records and data
Identify problematic issues, offer alternative approved solutions, and escalate to appropriate business partners as needed
Coordinate with other departments and the account team to resolve client issues and maintain client satisfaction
Prepare collateral and conduct open enrollment presentations for sales team, clients, and client members to support benefit fairs
Ensure complete and accurate information is set up in systems to maintain current client, broker, and prospect records
Requirements
Two years of customer service or client service experience, demonstrating the ability to build effective relationships and resolve a variety of issues
Ability to quickly learn the company’s products and service offerings and internal systems
Ability to manage multiple concurrent account implementations and business issues
Understanding of business objectives and the business environment
Work within agile environment demonstrating a proven ability to adapt to change quickly
Excellent interpersonal, written, and verbal communication skills
Excellent organizational skills for setting work priorities and managing a high volume of information and requests from multiple sources
Proficient with MS Office, word processing and spreadsheet applications including building files, writing formulas, combining columns, copying, and merging data/files
Subject to pre-employment substance abuse testing
Benefits
As a part of the compensation package, this role may include eligible bonuses and commissions.
For more information regarding VSP Vision benefits, please click here.
ATS Keywords
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