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AVP, Account Services 


At Allegacy, there’s a common thread that runs through all of us. It’s our commitment to doing right and our promise to members to always do the right thing for their wellbeing. Every employee in our organization is accountable to living out our brand in meaningful ways as our promise motivates our beliefs, our behaviors, and the benefits we share together.

In order to achieve this state of success, this position will be responsible for maintaining consistency among the ABS service team regarding marketing, customer service, renewals, and distribution of materials. This position will be accountable for educating all staff on current insurance changes/regulations and servicing existing client base while maintaining client satisfaction including but not limited to claims, billing and renewals. The position will lead service team meetings and report to the SVP of Sales on daily activities, challenges, and pertinent employee benefits information. Additionally, this position will be responsible for developing wellness strategy, implementing wellness concepts across multiple sites and supporting the wellness offerings to clients of ABS.

Nature and Scope

Position manages and maintain account services responsibilities while guiding and leading the account management team (Customer Service Managers) to success. Position will work with clients on new sales, renewals, benefit options, claims, client customer service, group compliance, and COBRA requirements. Individual will maintain close working relationships with ABS sales producers, sales representatives and with the insurance carriers ABS represents.

Specific Accountabilities

  • Develop each employee to their highest potential by identifying their areas for improvement and appropriately coaching, training or correcting the employees’ performance.
  • Recognize employees who perform at a high level.
  • Hold employees accountable for their performance, attitude and behavior.
  • Meet with each employee to review previous performance, set goals for performance and develop plans to improve employee’s performance.
  • Responsible for exceptional member service to every member, every time by ensuring employees deliver consistently high quality service to both internal and external member that is in alignment with our Brand Culture.
  • Demonstrate enthusiastic support of corporate mission, core values and long-term objectives. Performs job duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards and our work procedures.
  • Train and supervise staff.
  • Assign, direct, coordinate and review work performed by staff.
  • Must possess effective knowledge of the credit union’s products and services.
  • Ensure understanding of the Performance Management system and company-wide objectives.
  • Fairly and consistently evaluate employees against the Allegacy behaviors.
  • Maintain daily tasks as they fluctuate, assist Account Services team and other assigned staff with prioritizing and education.
  • Manage and assist service team to deliver service standards (respond by end of day, etc)
  • Participate in lunch and learn presentations – presenting when appropriate and also helping develop content that is relevant to human resource professionals
  • Maintain SHRM presence locally and at the state level including presenting at meetings when the opportunity presents and attending the state conference
  • Master the group implementation process and make suggestions for process improvement
  • Develop frequent communication with HR professionals and prospects to open doors for ABS services
  • Provide education content and post on social media to continue to gain exposure for ABS
  • Work directly with clients and insurance carriers following up in a timely manner
  • Ability to take-on additional responsibility when needed and work directly with the SVP of Sales as requested.
Position Requirements


Knowledge, Skills and Abilities


  • Strong negotiation and customer service skills
  • Decision and problem solving skills
  • Effective leadership and motivational skills
  • Ability to work with confidential information and maintain confidentiality
  • Proficient in technology (Word, Excel, PowerPoint, etc.)
  • Excellent oral, written and presentation skills
  • Organizational skills, detail oriented
  • Multi-tasking and ability to prioritize



Education and Experience

  • College degree
  • Three years of management experience in a corporate or business environment
  • Five to seven years’ experience in Employee Benefits
  • Two to three years’ experience in a corporate wellness environment
  • Life & Health License (Optional)

Our workforce is required to be fully vaccinated for Covid-19, with only very limited exemptions for legally recognized medical reasons or sincerely held religious beliefs.

Full-Time/Part-Time Full-Time  
Close Date  
Exempt/Non-Exempt Exempt  
Location Winston-Salem Area  
About the Organization Do you get a thrill out of helping people realize their dreams? Do you believe that strong, personal relationships are critical to financial success? Do you want to work for an organization that has its community's best interests at heart? We do, too. That's why we work for Allegacy. Here, you'll find a challenging, rewarding career in one of the most unique entities of the financial industry. Allegacy Federal Credit Union is a place where inclusion and camaraderie thrive, and where everyone is united in their commitment to serving our members.

EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.  
Pay Grade None Specified 

This position is currently not accepting applications.

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