Account Management Associate I

Selected candidate must reside in Southern California We are 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.

Job Summary:

Completes assigned tasks to support account strategy including supporting data collection and assisting with team communications with customer, 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 KP sales and retention goals by making progress on key performance indicators (KPIs) and maintaining the customer relationship management (CRM) platform.

Essential Responsibilities:

• Works with others within 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 ones 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 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; and providing accurate information including basic knowledge of products, benefits/services offerings, and pricing models when assisting customers, consultants, brokers, and/or channels.