Account Management Associate I

About the Role

Seeking a customer-focused professional with strong customer service experience, excellent phone communication skills, and proficient typing abilities. The ideal candidate is detail-oriented, organized, and comfortable handling customer inquiries efficiently and professionally in a fast-paced environment. Candidate must reside in Southern California.

Job Summary

Completes assigned tasks to support account strategy, including supporting data collection and assisting with team communications with customers, consultants, brokers, and/or channel partners. Addresses basic customer questions and concerns. Develops knowledge of account activities, including plan execution, systems and administration, negotiations, presentations, rate, and product/benefits. Supports sales and retention goals by making progress on key performance indicators (KPIs) and maintaining the Customer Relationship Management (CRM) platform.

Key Responsibilities

• Works with others within the immediate work group to obtain basic information.
• Listens to and addresses performance feedback.
• Learns fundamental knowledge and skills; acknowledges strengths and weaknesses.
• Adapts to change and feedback with significant guidance.
• Responds to the needs of others as directed to support completion of routine work tasks.
• Follows clearly defined procedures and well-defined, specific instructions to complete routine tasks with significant guidance.
• Collaborates with others within their team to address basic task issues; communicates status and escalates more complex issues.
• Adheres to established processes, procedures, and deadlines, with guidance.
• Identifies and speaks up for improvement opportunities within their own work.
• Supports a positive customer experience and market turnaround expectations by:
• Building and maintaining administrative relationships with customers, consultants, brokers, and/or channels by working with cross-team peers to obtain basic information to support contract, benefit/service, and renewal activities.
• Following detailed instructions to address and resolve basic customer, consultant, broker, and/or channel partner questions and concerns.
• Completing basic prescribed tasks with a close degree of supervision to support Request for Renewal (RFR) responses and engagement strategies.
• Partnering with engagement team/specialist to coordinate engagement programs (e.g., open enrollment) with a close degree of supervision.
• Providing accurate information including basic knowledge of products, benefits/services offerings, and pricing models when assisting customers, consultants, brokers, and/or channels.

Requirements & Tech Stack

• Customer Service Experience
• Customer-focused professional
• Excellent Phone Communication Skills
• Proficient Typing Abilities
• Detail-oriented
• Organized
• Fast-paced environment
• Key Performance Indicators (KPIs)
• Customer Relationship Management (CRM) platform

Qualifications

• High School Diploma or GED, or equivalent OR minimum one (1) year of experience working in a corporate or business office environment.
• Accident and Health Insurance License (California) within 3 months of hire.

Preferred Qualifications

• Bachelor's degree in Marketing, Finance, Business Administration, or a directly related field.
• Health Insurance License in state(s) where applicable.