Client Account Representative I

EMPLOYEE BENEFITS CORPORATION • Milwaukee, WI • 3h ago

JOB REQUIREMENTS: Position Summary: Employee Benefits Corporation is
hiring for a Client Account Representative I. The Client Account
Representative I, along with their team, acts as the primary point of
contact for Employee Benefits Corporation\'s clients across all products
and services by resolving basic client inquiries via telephone and
email. Location: This person may work in our Middleton, WI office, fully
remote from their home office (Wisconsin locations only), or a
combination of the two depending on availability. Responsibilities
Include: Serve as primary point of contact and organization resource for
assigned clients and various brokers Establish rapport and trust with
all clients, ensuring a high quality and meaningful experience is
delivered with every interaction Facilitate resolution of service issues
of specific clients in a professional manner utilizing interpersonal
skills including diplomacy, tact and a concern for the client\'s needs
Obtain and maintain current and ongoing product and regulation related
knowledge at a level of proficiency to resolve client requests and
inquiries Collaborate and engage with organizational resources to ensure
accurate and effective client data exchange, issue resolution and
service Maintain and proactively manage CRM database, documenting each
customer interaction and action item in a timely, compliant manner and
in adherence with department standards Monitor departmental email Help
Desk inbox, delegating and assigning tasks and work accordingly,
utilizing discretion and independent judgement Qualifications: Associate
degree in Business or related field; may be substituted by two years
directly related experience Two years\' experience in a customer-centric
role Ability to remain calm when dealing with challenging clients
Ability to articulate relevant information in an organized and concise
manner Demonstrated experience de-escalating client issues Demonstrated
ability to guide customers through troubleshooting and navigating
various company systems and the mobile application Strong attention to
detail and critical thinking skills to help manage difficult situations
Demonstrated effective listening, verbal and written communication
skills , utilizing proper grammar, syntax and excellent business acumen
Demonstrated ability to develop, maintain and foster relationships at
all levels of the organization Successful experience coordinating
activities and tasks of a variety of resources towards a specific
business goal Strong organizational and time management skills with
proven ability to multitask in a high paced environment Self-motivated
and able to resolve issues independently Computer proficiency in
Windows-based applications along with a demonstrated ability to learn
new software programs Basic proficiency with Microsoft Outlook, Word and
Excel Preferred Qualifications: Bachelor degree Experience... For full
info follow application link. We are an equal-opportunity employer.
*** APPLICATION INSTRUCTIONS: Apply Online:
ipc.us/t/8970688D2B294609

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