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Ameritas · 1 month ago

Senior Account and Client Specialist

Sandy, UT

Full-time

Hybrid

Mid, Senior Level

$27/hr - $44/hr

2+ years exp

Ameritas is an insurance, financial services and employee benefits provider focused on fulfilling life. The Senior Account & Client Consultant serves as a liaison between the company and its partners, responsible for conducting analysis, solving problems, and enhancing client satisfaction through effective communication and strategic partnerships.

Financial ServicesInsurance

No H1B

Responsibilities

Evaluate existing broker, customer and rep needs and make recommendations

Partner with Field Account Management Team in developing and implementing strategies to strengthen satisfaction, loyalty, and reliability

Identify and resolve escalated issues and communicate to all stakeholders

Responsible for keeping records, account updates, and outgoing email to brokers via Salesforce

Communicate with brokers and customers effectively on account information

Be available to answer telephone calls as needed from brokers and customers

Research service needs and problems, find innovative solutions, and communicate follow-up

Interact and encourage members of a team to find a solution to client issues

Proactively assist account management team in contact with brokers, customers and internal stakeholders with questions on cases and follow up with questions asked

Partner with internal departments to find solutions to difficult case issues

Demonstrate a strong ability to balance the needs of customers and brokers, deadlines and other priorities