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American Fidelity · 1 week ago

Senior Account Relations Coordinator

California, United States

Full-time

Hybrid

Senior Level

American Fidelity is a company focused on building strong relationships with employer groups. The Senior Account Relations Coordinator is responsible for providing dedicated support and issue resolution, ensuring a positive experience and improving account retention.

Financial ServicesHealth InsuranceInsuranceLife Insurance

Comp. & Benefits

Hiring Manager

Lisa Chitwood

Responsibilities

Building and maintaining strong relationships with and providing dedicated support and issue resolution to VIP and high-profile employer groups within an assigned territory, with specialized focus on billing and customer service

Acting as a liaison between employer groups and key internal departments to ensure a positive experience year-round, providing solutions that meet customer needs, improving account retention and maintaining business goals

Offering training and support to both internal and external customers related to administrative processes, tools and services, in order to maximize understanding and utilization by our customers and field staff

Facilitating interaction through meetings, email and/or calls between all levels of employer personnel, and internal groups including, but not limited to, billing processors, billing leadership, field leadership, field reps, ECs and ISD

Facilitating training with field staff on standard billing practices, systems, and other processes to build understanding and confidence, and communicate any changes and updates as necessary

Planning, scheduling and executing consistent check ins with assigned employer groups, in person and virtually, to build and maintain effective relationships

Attending pre- and post-enrollment meetings, on site or virtually, as necessary to ensure smooth transition from enrollment to year-round support

Conducting presentations at various group events by utilizing knowledge of products & services to represent the company in a positive way