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Serves as a primary point of contact for Sr Account Managers, Account Executives, and clients responding to inquiries and relaying important information between clients and the account management team
Assist with scheduling meetings, preparing materials for client presentations, and organizing follow-up tasks
Maintains and updates client information, ensuring accuracy and completeness of account data
Prepares regular performance reports and presentations on account status, client engagement, and service utilization for internal review
analyzes data, and responds to customer requests
Acts as a liaison between internal partners, and customers/consultants
Helps troubleshoot client issues and escalate complex concerns to the appropriate team members
Submits service tickets and product requests
works with billing, commission and banking teams for client specific needs
Builds customer and consultant relationships
assists with collateral needs for customers
attends benefit fairs/enrollment meetings when requested by customers
Works with drafting and compliance for customer specific needs
Supports ongoing projects by managing timelines, tracking deliverables, and ensuring that client expectations are met
Performs other duties as needed
Requirements
Bachelor's Degree in Business Administration, Management or a related field
1 or more years’ experience with disability, life, FML, state and company leave products, account management, customer service or administrative support
Experience with servicing customers in a professional environment
Upon hire certifications/licenses: Licenses dependent upon product being support with specified time frame
Or an equivalent combination of education and experience
Nice to have
Proficiency in CRM and account management tools (preferred)
What we offer
Medical, dental, and vision coverage
Prescription drug coverage
Health care flexible spending
Dependent care flexible spending
Aflac supplemental policies (Accident, Cancer, Critical Illness and Hospital Indemnity offered at no costs to employee)