Account Support Specialist Job Description
Account Support Specialist Duties & Responsibilities
To write an effective account support specialist job description, begin by listing detailed duties, responsibilities and expectations. We have included account support specialist job description templates that you can modify and use.
Sample responsibilities for this position include:
Account Support Specialist Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Account Support Specialist
List any licenses or certifications required by the position: MCITP, MCSE, ID, MCP, NCHEC
Education for Account Support Specialist
Typically a job would require a certain level of education.
Employers hiring for the account support specialist job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Guidance, Supervision, Management, Business, Marketing, Education, Technical, Associates, Communication, Business/Administration
Skills for Account Support Specialist
Desired skills for account support specialist include:
Desired experience for account support specialist includes:
Account Support Specialist Examples
Account Support Specialist Job Description
- Partner with Sales Leaders to provide product information in support of sales growth efforts
- Provide the highest level of internal and external Customer service to assigned Accounts
- Collect and assist in presenting account highlights to Commercial Leadership
- Prepare leadership for key external customer meetings
- Participate on weekly sales team collaboration calls
- Contribute on special projects and process improvements as directed by the team leader
- Assess client’s overall population for health improvement opportunities
- Researches industry application and internal best practices to arrive at creative solutions for clients’ health and wellness programs
- Builds knowledge of the client organization, their culture and customers
- Serves as a Subject Matter Expert on identifying up-sell product opportunities for wellness offerings in health improvement strategies
- Communication in this job is often with physicians or technical personnel
- 5 or more years Customer Service Experience required, ideally in medical device industry
- Manages an assigned book of business
- Responsible for providing client support for open enrollment meetings and health and wellness
- Refer client service issues, administrative functions, eligibility, and billing questions, installation matters, settlement production matters to appropriate service organization representatives (Platinum Relationship Manager, Service Centers, Sales Support )
- Certification preferred through the National Commission For Health Education Credentialing, inc. (NCHEC) or State Board, or National Wellness Institute (NWI) or Chapman Institute -- candidate may achieve certification within one year post-hire
Account Support Specialist Job Description
- Consolidate and provide customer feedback to relevant groups (account teams, product development teams) on clients' use of products, product enhancements, competition, trends, future service needs, internal relationship issues/conflicts and competitive situations by understanding, identifying and mapping the client workflow
- Develop training content, training presentations, guided demonstration materials, and competency assessments to either train new and existing end users of TR Products and Solutions and increase product stickiness by demonstrating relevant new content and functionality driving customer´s retention
- Respond to customer inquiries including service issues/questions, eligibility/claims issues, billing questions and installation matters, customer/provider outreach calls, create out-of-pocket ledgers
- Coordinate with client manager to ensure needs are met and potential problems are averted
- Order all collateral needed for open enrollment events and assist broker/client in development of open enrollment presentations
- Provide supporting marketing materials to client for implemented programs or wellness strategies
- Works with Account Management team in servicing and retaining brokers and clients
- Directly supports the Account Managers in the regions assigned in the renewal of existing business, in such activities as open enrollment meetings, administrative projects and support team activities
- Assembles and distributes open enrollment packets
- Audits inquiries and phone calls to ensure compliance
- Two or more years preferred experience in corporate health promotion program design
- Coordinates with Client Manager and Team Lead to ensure needs are met and potential problems are averted
- Refer client service issues, administrative functions, eligibility/claim issues, billing questions and installation matters to appropriate service organization representatives
- Bachelor’s Degree preferred or equivalent previously related work experience
- Advanced consultative skills with the ability to successfully construct solutions
- Must be willing to travel to remote clients/customers and trainings/meetings as needed
Account Support Specialist Job Description
- Customer Service, phone and email with Customers and OpCo
- Participate in client conference calls and internal meetings with high degree of tact and professionalism
- Assist with internal and external reporting needs and data extracts
- Collaborate and make recommendations for process improvements
- Work in partnership with an Account Manager on assigned accounts
- Scheduling Drug tests for clients
- Owns service relationship with client
- Develops case-level service strategy and manages service issues as it relates to overall plan administration
- Owns end-to-end service delivery and manages service recovery
- Attend client meetings related to the implementation of new and renewing clients as needed
- General knowledge of IT security principles
- Experience interacting with end users
- Experience with account administration in a mid-size to large organization
- Familiarity with Exchange and general Microsoft AD account configuration
- Have a minimum of 1+years of banking operations experience
- 3+ years of experience in an account management position
Account Support Specialist Job Description
- Handles, refers, or delegates complex questions, issues, and problems to appropriate CHC resources on a wide range of products as they relate to the assigned book of business
- Serves as SME to clients on products, programs and capabilities
- May attend and present to client at finalist meeting representing overall service delivery process and expectations for the client
- Collaborate with Employer on Development of Wellness Committee
- Review daily inquiries received from clients for triage to appropriate departments for resolution
- Provide daily support as a contact for member issues/questions
- Monitor email for incoming sales inquiries and requests
- Assist in client implementations and renewals as required
- Work in conjunction with the Account Executive in the areas of appeals, claims, benefit inquiries, and other client initiatives/projects as required
- Assist with client onsite meeting and open enrollment meetings at client sites
- Must have the ability to work independently with minimum supervision be an effective team member
- Ability to prioritize, multi-task, and easily adapt to change
- Demonstrate a positive, client-focused attitude and customer service focus
- Work in a fast-paced call center environment answering calls to provide appropriate, prompt, and accurate information
- Resolve product issues by clarifying the customer’s complaint, determine the cause of the problem, select and explain the best solution to solve the problem, follow up to ensure resolution
- Act as a solutions consultant for our customers to accommodate their business needs which may include upselling members to new or better package offerings
Account Support Specialist Job Description
- Build & own the relationship of key stakeholders in their sector of expertise and act as their competent partner
- Understand client requirements, current technical environment and training and support needs
- Identify “at risk” customers/end users and tactically focus on retaining them, bringing in Sales Specialists where required
- Accountable for monitoring usage as an indicator of need for training, at risk
- Identify potential clients / end users by analyzing the customer account to enable competition displacement or new sale
- Transition post sale knowledge/relationships to the account teams and participate in value review presentations
- Work collaboratively internally and externally to leverage resources for client support
- Use CRM as an activity planning tool and capture all client related activities / intelligence in a timely and accurate manner
- Responsible for the overall end user satisfaction
- Identifies and directs the review of complex issues, analyzes and interprets data and determines appropriate corrective action
- Being in the office is important
- Support in a technical/computer environment preferred
- Minimum of 2-4 years of experience in health and wellness field
- CHES preferred
- Experience conducting educational groups and explaining benefits preferred
- Attend meetings with the Account Executive as required