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Title

Account Manager 

Description

The Account Manager is the main point of contact for the more complex, small to medium clients within the BeneTrac organization. This role is responsible for maintaining consistent communication with the client, proactively soliciting feedback from clients/brokers to ensure maximum utilization of the BeneTrac system to increase value and providing new and ongoing training, emphasizing new functionality and resources to ensure client retention. In addition, the BeneTrac Account Manager will maintain ownership and communication of all issues, projects and follow up directly with the client for all outstanding requests.

  • Provides first level customer support and utilizes proactive customer service to ensure client engagement and satisfaction.
  • Resolves customer service issues or complaints and escalates to supervisor as needed to optimize client satisfaction.
  • Performs regularly scheduled proactive client relationship calls to promote client satisfaction and retention.
  • Responsible for beginner to intermediate front and back end site customization updates as requested by the client to ensure the site is meeting the clients needs.
  • Acts as a liaison between client and all BeneTrac departments to enhance visibility and improve communication with the client.
  • Responsible for managing carrier file discrepancy resolution process for new and existing carrier connections.
  • Responsible for processing FSA and Rates Only renewals to assist Technical Operations Team during peak seasons.
  • Regularly attends training sessions to maintain system knowledge and expertise.
  • Responsible for assisting with client facing ESR clean up and discrepancy resolution to produce clean data for ACA filing.
  • Other duties as assigned to support the general purpose of the position's function.
 
Position Requirements
  • 2-3 years of experience in Service/Account Management/Insurance Carrier/Employee Benefits
  • Experience handling application support systems is highly desirable.
  • Strong customer service skills.
  • Strong verbal communication and listening skills.
  • Possess flexibility to work in a fast paced, dynamic environment
  • Bachelor’Degree - Preferred
 
Category Customer Service/Operations  
Location CA, San Diego, San Diego Office  
Full-Time/Part-Time Full-Time  
Req Number CUS-19-01861  
Open Date 10/4/2019  
Hiring Manager(s) Carolyn Lawrie  

This position is currently not accepting applications.

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