Account Management Associate II
1 month ago
As a key member of our team, you will play a vital role in supporting account strategy, including data collection and team communications with customers, consultants, brokers, and/or channel partners. You will address basic customer questions and concerns, developing knowledge of account activities, including plan execution, systems, and administration, negotiations, presentations, rates, and product/benefits.
Essential Responsibilities:- Collaborate with team members to obtain and share basic information.
- Listen and address performance feedback; provide feedback to team members.
- Learns new relevant knowledge and skills; acknowledges strengths and weaknesses based on career goals and takes action to leverage/improve them.
- Adapts to change, challenges, and feedback with moderate guidance.
- Responds to the needs of others to support completion of routine work tasks.
- Follows detailed, daily instructions to complete routine tasks with moderate supervision.
- Collaborates with others within one's team to address routine and some non-routine task issues; communicates status and escalates more complex issues.
- Adheres to established priorities, deadlines, and expectations.
- Identifies and speaks up for improvement opportunities within one's team.
You will support 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 provide and obtain basic information to support contract, benefit/service, and renewal activities.
- Following broad guidance to address and resolve routine and some non-routine customer, consultant, broker, and/or channel partner questions and concerns.
- Completing standard assigned tasks with a moderate 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 moderate 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.
- High School Diploma or GED, or equivalent, and minimum one-two (2) years of experience working in a corporate or business office environment, or minimum three (3) years of experience working in a corporate or business office environment.
- Accident and Health Insurance License (California) within 3 months of hire.
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