Risk Strategies Company · 2 days ago

Client Account Manager-I

United States

Full-time

Remote

Mid Level

$48K/yr - $65K/yr

3+ years exp

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ConsultingFinance

Hiring Manager

Andrew Bruno

Insider Connection @Risk Strategies Company

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Work with Client Account Manager-II, management, account executive, and Onboarding/Implementation teams to obtain all necessary requirements and process documentation.

Analyze and verify requirements for completeness, consistency, comprehensibility, feasibility, and conformity to standards.

Research, review, and analyze the effectiveness and efficiency of existing processes and solutions to initiate continuous quality improvement initiatives.

Develop, maintain, and routinely communicate continuous improvement plans and status by account.

Coordinate orientations for clients as needed.

Resolve enrollment escalations utilizing internal tools and systems.

Qualification

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Microsoft VisioMicrosoft ProjectMicrosoft ExcelBusiness Process ImprovementProcess DiagramsAction Plan ManagementProcedure DevelopmentProject ManagementBusiness AnalysisInsurance Industry KnowledgeAccount ManagementClient CommunicationProblem-SolvingCustomer ServiceCommunication

Required

Solid 3 - 5 years of relevant work experience (supporting relationship managers, sales or working in a service oriented operational middle office or client facing support function)

Experience with Microsoft Visio, Project and Excel

Strong background in customer service with an emphasis on resolving problems and issues

Previous experience working in the insurance industry is a plus

Proficient in driving business process improvement, training methods, process diagrams, action plan management, and policy and procedure development

Background in a project management and business analysis role preferred

Experienced in managing multiple accounts with an emphasis on proactive client communication