Client Account Manager

Job Summary

Client Account Manager, a full-time position responsible for supporting Relationship Managers to enhance client retention, satisfaction, and engagement through day-to-day interactions and collaboration on Enterprise clients.

Key Responsibilities

• Oversee day-to-day inquiries and ensure high-quality client support through the Online Support Portal
• Maintain and update Client Relationship Management (CRM) tools for assigned clients, capturing detailed processes and configurations
• Collaborate with Relationship Managers on client lifecycle activities, including implementation and renewals, ensuring seamless service delivery

Required Qualifications

• Bachelor's degree
• 1-3 years' experience as an Account Manager or in a similar role
• Experience in pre-tax, COBRA, Ben Admin, Wellness, Tuition Reimbursement, or related benefits
• Proficiency with CRM platforms and maintaining accurate client records
• Ability to analyze client needs and develop innovative solutions