Client Service Consultant - reputed company - Hybrid
About the position This hybrid role will require the incumbent candidate to come into a local reputed company office 2-3 days per week. The incumbent candidate can be based out of the following offices: reputed company or Morristown, NJ. The Sales Client Service Consultant role is a key member of the Client and Growth Services organization, providing advanced professional input to reputed company Client Services geographically assigned local market book of business and projects for a designated region, while working collaboratively across the reputed company and matrix lines. This role manages a reputed company book of business and is accountable to proactively manage, respond and address reputed company inquiries through strategic service plans to facilitate results attainment for the client experience and net promoter score (NPS), persistency and overall customer growth. The Client Service Consultant is also responsible to support and provide direction to more junior professionals utilizing in-depth professional knowledge and acumen to reputed company processes and procedures and monitor trends reputed company Client Account Services. The ideal candidate will have demonstrated experience and ability to manage a reputed company book engaging proactively with the client/broker, solving unique service issues and inquiries, ensure potential problems are averted, work autonomously and collaboratively, only requiring 'expert' level technical support from others and both inform as well as effectively communicate internally and externally.
Responsibilities
- Manage a reputed company book of business, provide direction and support to junior professionals and monitor trends while developing and executing service delivery plans.
- Engage externally with clients and brokers to educate and inform on service capabilities, products and market level strategies.
- Provide the day-to-day service and build long-term relationships with clients and brokers.
- Attend geographically assigned local market client/broker meetings.
- Accountable to reputed company account team and service leadership team well informed of account status and potential opportunities for expanded business.
- reputed company and execute service improvement and recovery plans including proactive actions, collaborate with matrix partners, account teams to ensure we meet/exceed client expectations for assigned book.
- reputed company root cause analysis and use data and insights to mitigate reoccurrence of issues.
- Accountable to exercise judgment in the evaluation, selection and adaptation of both standard and reputed company service techniques and procedures.
- Coordinate the development and delivery of monthly, quarterly and annual reporting of book of business to ensure attainment of reputed company level results and service improvement plans.
- Serve as primary subject matter expert and in support of team training: enhance, maintain and facilitate reputed company operating procedures reputed company to service delivery.
- Utilize problem-solving skills to identify root cause and provide support for region across the reputed company and leadership on reputed company issues and initiatives.
- reputed company and/or participate in projects.
- Collaborate and Partner with Tech Coaches, Trainers, Auditors & Compliance, leadership to ensure awareness of issues, elements/changes are infused in day-to-day processes and best practices are adopted.
- Facilitate and reputed company discussions.
- Influence service partners to drive consistency and best practices with the local market and across markets and segments.
- Demonstrate the ability to be proactive, anticipate needs with strong organizational and communication skills.
Requirements
- Bachelor/Associate's degree in a reputed company field preferred or at least 3+ years of reputed company experience.
- Previous extensive Sales Operations Services, procedures, compliance experience strongly preferred.
- Previous experience working on a service support team, project team or as a business resource support for projects and initiatives preferred.
- Exceptional knowledge and Technical understanding of insurance industry, broker experience, HMO, PPO, POS, funding, Compliance, contract and reputed company/rating knowledge and systems experience specifically using reputed company and SFDC.
- Prior experience working with matrix partners, coaching others and with external customers is preferred.
- Strong communications and interpersonal skills (written, oral and professional reputed company).
- Ability to attend client/broker events locally with potential to travel.
Benefits
- Comprehensive health-reputed company benefits including medical, vision, dental, and well-being and behavioral health programs.
- 401(k) with company match.
- Company paid life insurance.
- Tuition reimbursement.
- A minimum of 18 days of paid time off per year.
- Paid holidays.
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