Client Service Consultant Resume Samples

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K Conn

Kareem

Conn

78294 Jakubowski Orchard

Philadelphia

+1 (555) 376 2156

78294 Jakubowski Orchard

Philadelphia

Phone

p +1 (555) 376 2156

Experience Experience

Philadelphia, PA

Client Service Consultant

Philadelphia, PA

Koepp and Sons

Philadelphia, PA

Client Service Consultant

Assist in analyzing performance against key metrics and create variance reports for operational performance and analysis
Provide project management assistance regarding new client implementation
+ Provide product enhancement ideas to our development team
Assure quality audit assistance for development regarding website enhancements, new functionality, etc
Provide support assistance regarding new client implementation
Assist with providing data analysis, reporting, and documentation for the Sales, Marketing, Services, and Business teams
Provides back-up assistance in reviewing completed benefit summaries and SBC’s

Philadelphia, PA

Branch Client Service Consultant

Philadelphia, PA

Walker Inc

Philadelphia, PA

Branch Client Service Consultant

Assisting clients with product enquiries including opening of accounts and payment transfer requests
Client-centric approach and willingness to provide exceptional client service at all times
Prepare deposits for banking
Processing of client & adviser maintenance requests
Ensuring stock levels of product documentation are maintained
Ensure prompt transfer of correspondence relating to complaints or issues
High level of attention to detail and the tenacity to follow through

present

Philadelphia, PA

Senior Client Service Consultant

Philadelphia, PA

Schmitt-Kreiger

present

Philadelphia, PA

Senior Client Service Consultant

present

Reading big data and preparation of presentation with summary and recommendation for improving performance of clients business
Working with big data bases
Support company processes in client service
Attract new clients
Preparing research proposals
Present and explain data to clients
Responsible for quality and terms for reports delivery

Education Education

Bachelor’s Degree in Accounting

University of Massachusetts Amherst

Bachelor’s Degree in Accounting

Skills Skills

Adept at troubleshooting, diagnosing and communicating customer support cases
Ability to execute on projects and other activities as assigned to deliver consistently, exceptional key account customer and internal service
Ability to plan, develop and manage multiple client facing projects simultaneously
Excellent verbal and written communication skills
Strong background working with Microsoft Office applications
Familiar with Access
Proficient with Windows XP and Vista, 7
Thorough understanding of technology, specifically web-based operations platforms
Ability to keep up in a fast paced entrepreneurial environment
Ability to manage time and multi-task

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8 Client Service Consultant resume templates

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Client Service Consultant Resume Examples & Samples

Delivery of an exceptional client experience with every client that enters the environment
Cash handling and balancing including use of internal systems to ensure appropriate cash levels are maintained and audit/regulatory requirements are adhered to
Assisting clients with product enquiries including opening of accounts and payment transfer requests
Liaising with other S&O teams and BFS product teams to ensure knowledge is kept up to date and correct information is communicated to clients
Active participation in monthly audit completion
Liaising with couriers as required to ensure client's needs are met
Ensure prompt transfer of correspondence relating to complaints or issues
Read cheques generated by Macquarie Cash Management Trust's (CMT's) cheque writing facility
Prepare encoded deposits for banking

Client Service Consultant Resume Examples & Samples

Tertiary qualification (ideally in Business / Economics / Accounting / Finance) and a willingness to learn and develop your financial services skills and knowledge
Strong problem solving skills and ability to follow processes and procedures
The ability to adapt to change with ease and be resilient to cope with challenging tasks

Client Service Consultant, Remote Resume Examples & Samples

Position requires deep knowledge of HW eligibility system configuration and process/methodology to make changes to system for ongoing maintenance
Ability to represent project status and details to client and internal Xerox teams is required
HW eligibility system configuration
Testing domain expertise
HW domain experience and expertise
Experience working with clients and delivery at senior level
8 years of experience required

Outbound Client Service Consultant Resume Examples & Samples

A passion for connecting with customers
Confident, engaging and natural ability to communicate
Excellent influencing and problem solving skills
Initiative and a 'can do' attitude
Ability to work independently and take responsibility

Branch Client Service Consultant Resume Examples & Samples

Provide an exceptional client experience during every interaction, with end to end accountability
Liaising with other SSC&O teams and BFS product teams to ensure knowledge is kept up to date and correct information is communicated to clients
Prepare deposits for banking
Ensuring stock levels of product documentation are maintained
Processing of client & adviser maintenance requests

Casual Client Service Consultant, Sydney CBD Resume Examples & Samples

Telephone and written communication skills - Including the ability to engage and manage conversations over the phone and via email
Maintains the reputation of the bank and act as an advocate
Sales skills - The ability to match customer needs to ANZ Share Investing products and refer to relevant areas of the bank
Knows when to provide alternative solutions to meet customer needs
Knows when to escalate customer issues

Client Service Consultant Resume Examples & Samples

Serve as the primary contact between the business unit and its high revenue generating, complex customers for onboarding, training, and IT troubleshooting needs
Administer client training support through phone calls, web-based demonstrations, documentation, tutorials, or on-site presentations for both new and existing clients
Advocate on behalf of the client regarding internal processes and future development
Provide project management assistance regarding new client implementation
Facilitate solutions and communications with sales, implementation and account management as necessary
Assure quality audit assistance for development regarding website enhancements, new functionality, etc
Serve as a member on our complex form building team that works within our database using Access
Two years of client customer-facing experience
One-two years of experience in sales or customer support role for web-based business or software application provider
Ability to build trust, confidence and goodwill with key customers by understanding their needs and articulating the organization’s ability to meet the clients’ needs with our products and services
Adept at troubleshooting, diagnosing and communicating customer support cases
Ability to execute on projects and other activities as assigned to deliver consistently, exceptional key account customer and internal service
Ability to plan, develop and manage multiple client facing projects simultaneously
Strong background working with Microsoft Office applications
Must be proficient in Excel
Familiar with Access
Proficient with Windows XP and Vista, 7
Thorough understanding of technology, specifically web-based operations platforms
Ability to keep up in a fast paced entrepreneurial environment
Ability to manage time and multi-task
Ability to solve complex problems
Exhibits a high level of initiative and position collaboration working successfully in a team environment
Basic understanding of relational databases and basic Sequel

Client Service Consultant Resume Examples & Samples

Accountable for overall client satisfaction and renewal/retention
Gain a deep understanding of your client`s business and provide applicable best practices
Demonstrate superior product knowledge and consultative account management skills
Analyze both usage statistics and client feedback to proactively promote product value
Ensure quality data conversions through timely updates and project management
Provide valuable feedback and insight to the product team
Develop account strategies with sales directors and identify new user groups and business opportunities, which will help Morningstar meet and exceed revenue goals

Client Service Consultant Resume Examples & Samples

Work with account management and the client to develop strategies for client issues as a result of service failures in order to meet client expectations and return to satisfactory service levels. This includes assisting account management with the development of work plans when needed, coordinating the pharmacy and call center efforts to meet the work plan, and providing updates for the work plan to account management as well as the appropriate parties involved
Ensure site operational readiness regarding the implementation of select new clients. Act as the central focal point for resolving operational issues during start up and manage the service levels through the first 6 months of operation to meet the expectations of the client. Provide trend analysis and direct service recovery initiatives where warranted
Primary contact for resolution of daily service issues presented by Account Management staff and/or select external client personnel. Interface with Implementation and/or Migration personnel and account management to ensure that mail order programs set up for new and existing clients are functioning according to optimal service standards. Coordinate client site tours with account management and site personnel and provide operational data and slides as needed for the presentation
Ensure operational readiness regarding the implementation of new clients and manage the service levels through the first 6 months of operation to meet the expectations of the client
Develop work plans when needed, coordinate the pharmacy and call center efforts to meet the work plan. Update the work plan and communicate the status of the work plan with the appropriate parties
Other duties as needed
Responsible for good housekeeping techniques, adhering to quality and production standards while complying with all applicable company, state and federal safety and environmental programs and procedures
5-8 years relative experience
Microsoft Office Suite, Excel, Access, PowerPoint
Excellent approach to problem solving; excellent written, verbal communication skills. Ability to plan for and integrate multiple tasks concurrently; perform and document trend analysis; develop and conduct presentations for internal and external clients. Experience directing and working within multi-disciplinary teams; strategic thinker, with excellent prioritization skills. Demonstrated maturity and flexibility required to interact independently with diverse and growing internal and external customer base

Client Service Consultant Resume Examples & Samples

Excellent organizational skills with the ability to work on numerous tasks simultaneously
Expert Microsoft Office Suite skills
Flexible; able to adapt to change as well as determine and focus on top priorities in a fast-paced environment with multiple priorities
Strong knowledge of banking and trust systems
Trains junior Client Support Specialists on systems, industry knowledge, support processes and procedures
Demonstrates strong investment, wealth management, treasury services, credit and deposit knowledge to successfully support a team of advisors with all product discussions and offerings
10 plus years supporting high net worth clients with complex needs

Client Service Consultant Resume Examples & Samples

Ability to engage and manage conversations over the phone and via email
The ability to match customer needs to ANZ Share Investing products and refer to relevant areas of the bank
Ability to relate and empathise with customers

Client Service Consultant Resume Examples & Samples

Manage the mitigation of help desk tickets through partnership with operations team. Actively prioritizes open tickets and follows through on action items to obtain resolution
Manage the prioritization of project JIRAs, working with Program Management to develop a prioritized list of projects for AIT, ensuring projects are delivered on time. Gathers any customer actions needed to progress projects forward
Troubleshoot client Alerts and Alarms
Partner with the customer to develop standard analytics and reporting by application
Assist in the preparation of Operational review materials
Assist in the preparation of Business review materials
Assist in the resolution of non-technical account issues, past due invoices, billing questions, general questions
Assist in analyzing performance against key metrics and create variance reports for operational performance and analysis
Collect, analyze and evaluate key data to track product performance and important metrics
Perform ad-hoc sales analyses as needed
Research and Data Analysis
Assist with providing data analysis, reporting, and documentation for the Sales, Marketing, Services, and Business teams
1-3 years of experience as a Business Analyst
Expert knowledge of in house data sources, and adept at quickly extracting and analyzing data from these sources
Comprehensive business knowledge and technical skill for key data analytical tools such as Excel, Oracle Business Intelligence (OBIEE), Salesforce.com, and Tableau
Ability to communicate effectively across all levels of the company, including Sales, Product, Marketing, Services, and Finance

SG / Senior Client Service Consultant Resume Examples & Samples

Extensive financial service and customer service experience
Bi-Lingual (English, Mandarin or Cantonese) or Tri-lingual language (English, Mandarin, Cantonese) proficiency
Demonstrated experience and success in identifying and implementing constructive change to increase productivity, reduce cost and improve service
Relationship management skills, Transaction Banking experience an advantage

Client Service Consultant Resume Examples & Samples

Engages problem solving skills to ensure the match between customer’s core needs and UMR,identifies negative service trends and escalates/communicates as appropriate
Provides support to implementation and renewal processes as necessary
Assist assigned SAEs in the updating of internal databases, report requests, maintaining file records,reviewing and tracking customer documents, accepting and responding to calls when Strategic Account Executives are unavailable, and other issues as necessary
Serves as information resource to customers, sales support, marketing, account management leadership and management regarding account activity and ongoing operations
Responds effectively and professionally to customer and broker needs or requests by providing information, service, or by referring customers to appropriate staff
Ability to develop and maintain positive working relationships both internally and externally
Team focus by providing support to other CSC’s as backup when required
Ability to deliver “speak-to” strategic bi-annual reports with recommendations to broker and customer developed in conjunction with an SAE mentor or Director
Participates in Health Plan meetings, as requested by Director, providing Operational/Process/Procedure updates
Direct handling and support of assigned customers with non-medical benefit plans, ie flex or denta lonly, as well as small (<300 lives) medical customer/s as deemed appropriate by Director
Attendance at open enrollment or benefit fairs as required by Director to support current customers and SAE assigned customers as needed

Client Service Consultant Resume Examples & Samples

Serves as a subject matter expert on benefits for NBM’s and CM’s
Maintains knowledge and expertise in all products (benefits and general funding knowledge), programs, services and enrollment activity
Handles escalation of service issues internally, using appropriate escalation guidelines
Provides support for resolution of complex service issues requiring Sales involvement
Provides out of office service support for SM, DCM, NBM’s, and CM’s on complex or escalated service issues requiring Sales involvement
Leads “Service project work” required in the local market to proactively identify service issue trends and internal procedures that adversely affect customer satisfaction
Bachelor’s degree highly preferred
Proficient knowledge (min 3-5 years) in health care / managed care business; to include many or all of the following: product knowledge, sales practices, account management and knowledge of administrative operations
Knowledge of Cigna Select funding options, benefits structure, and platforms are preferred
Ability to manage through systems and influence both external clients/brokers and internal matrix partners
Ability to make quality decisions
Displays empathy & compassion
Demonstrated planning/organizational skills; ability to plan for both the long and short term; ability to work on many issues at once and to prioritize work
Demonstrated ability to develop strong working relationships with both external clients/brokers and matrix partners in the organization; ability to leverage matrix resources to drive deliverables
Ability to obtain necessary licenses

Client Service Consultant Resume Examples & Samples

Responds to client requests and leads projects, provides clients with alternative solutions to requests and can identify possible plan design alternatives, acts as a liaison between the client and internal MetLife teams
Coordinates and facilitates client meetings, in person or via conference call, and prepares materials, agendas and presentations, leads client account audits and strategic planning process and partners with financial team in completion of client reports
Comprehends competitors’ products, industry trends and legal developments impacting business
High school diploma or equivalent required; Bachelor’s Degree preferred
5-7 years of experience in a customer service related field
Ability to work autonomously, effectively handle multiple tasks, prioritize deadlines appropriately and remain flexible

Client Service Consultant Resume Examples & Samples

Provides exceptional customer service to ongoing customer delivery and client satisfaction
Performs other duties as assigned or required. Performs other duties as assigned or required
2+ years of related work experience

Client Service Consultant Resume Examples & Samples

Responsible for providing exceptional customer service via ongoing client account administration to ensure complete client satisfaction
Serves as a team leader in support of the Manager and as a subject matter expert for the Customer Unit
Leads discussion on complex policy/certificate issues with customer
Independently leads cross-functional project teams designed to support key Regional Market initiatives or to enhance operational effectiveness
Advanced knowledge of MetLife’s group products, services and systems and ability to strategically analyze the interaction of these products, services and systems
Ability to balance client expectations with MetLife capabilities and understand the impact both administratively and financially
Proficient with Microsoft Office software. Advanced knowledge of MetLife’s group products, services and systems and ability to strategically analyze the interaction of these products, services and systems
Bachelor’s Degree or equivalent business experience
7-10 years of “Account Management” experience

Client Service Consultant Resume Examples & Samples

Educate clients about industry trends and our institutional software, focusing on data, functionality, and features
Be evaluated on your success in converting product trials, promoting product usage, and maximizing client retention by helping companies integrate these products with their workflows
Provide product enhancement ideas to our development team
Interact with Morningstar’s data operations group, product managers, and internal service consultants to resolve client issues in a timely manner
Contribute to market research, marketing and promotional events, and other projects as needed

Client Service Consultant Resume Examples & Samples

Firm knowledge of MetLife’s group products, services and systems and ability to apply analytical skills to the interaction of these products, services and systems
Engaged in the process for the implementation of new clients and addition of MetLife product line to existing clients
Serves as a key resource and may serve as a subject matter expert to peers
Work as part of cross-functional project teams designed to support key Regional Market initiatives or to enhance operational effectiveness
College Diploma required

Senior Client Service Consultant Resume Examples & Samples

Support company processes in client service
Attract new clients
Preparing research proposals
Working with big data bases
Reading big data and preparation of presentation with summary and recommendation for improving performance of clients business
Present and explain data to clients
Responsible for quality and terms for reports delivery
Lead educations
Quality oriented
Communication and organizational skills
Ability to meet strict deadlines and manage work-related challenges

Client Service Consultant Resume Examples & Samples

Serve as the primary contact between the business unit and its complex customers for training and functional technology troubleshooting needs
Provide support assistance regarding new client implementation
Ability to work in our Minneapolis, Minnesota office location

Client Service Consultant Resume Examples & Samples

Customer Service - Ability to relate and empathise with customers
Sales skills - The ability to match customer needs to E*TRADE products and refer to relevant areas of the bank
2 opportunities available; the roster will be discussed as you move along the next steps of the process

Client Service Consultant Resume Examples & Samples

Sales skills – The ability to match customer needs to ANZ Share Investing products and refer to relevant areas of the bank
Understand when to provide alternative solutions to meet customer needs
Maintain the reputation of the bank and act as an advocate
Understand when to escalate customer issue

Client Service Consultant, Alternative Assets Resume Examples & Samples

Independently work with Product, Sales and other partners to continue the development of the Alternative Asset custody product offering. Represent the department when meeting with new clients and prospects. Lead in-depth functional discussions to articulate the process
Support activities and responsibilities that are large in scope, cross-functional and technically difficult
As subject area expert, work closely with new business opportunities. Provide consultative oversight and expert advice to new clients on operational capabilities. Provide thought leadership on difficult requests and closely manage client expectations to ensure service levels are attainable. Create presentation material and other documents to share with clients, prospects and partners
Strong communication skills required, both verbal and written, to participate and /or lead business presentations, with a penchant for creative thinking and the ability to adapt to stressful situations
Cultivate and maintain working relationships with client servicing, product, and various operations areas to meet and exceed client expectations
Assist client, partners, and staff with complex problem resolution. Consult on effective ways to meet client needs or appropriate method to be used for resolution of an error
Possess and display the ability to adapt to an ever-changing and fast paced environment
Develop periodic goals, set short-term priorities, monitor all activities, and ensure timely and accurate completion of the work
Significant experience in financial industry operations environment and/or relevant in-depth background in alternative asset processing/servicing
The ability to work inclusively in a team environment as well as an individual contributor, exhibiting initiative and flexibility to meet client expectations
Excellent verbal/written communication skills are required to effectively interact with clients and partners
Proven ability to persuade and influence at all levels
Ability to work effectively to multiple competing deadlines

Client Service Consultant Resume Examples & Samples

Leads and coordinates implementation of new clients and the addition of MetLife product lines to existing clients. Participates in initial strategy meetings, establishes specific processes and reports, reviews contract documents, completes broker agreements, creates process manuals and inputs and ensures accurate installation of data in MetLife systems
BS/BA degree preferred and 3-5 years of experience preferred
Ability to work autonomously, effectively handle multiple tasks, prioritize deadlines appropriately and manage time efficiently in order to meet client deadlines
Strong project management skills including problem solving, attention to detail, analytical thinking and decisiveness. Ability to balance client expectations with MetLife capabilities

Client Service Consultant Resume Examples & Samples

Overall accountability for the day-to-day administration of multiple Regional Accounts clients, including: responds to client requests and leads projects, provides clients with alternative solutions to requests and can identify possible plan design alternatives, acts as a liaison between the client and internal MetLife teams
Collaborates and acts as a liaison with client's Third Party Administrator to assist with problem resolution and trouble shooting. Provides exceptional customer service to ongoing customer delivery and client satisfaction
Coordinates and facilitates client meetings, in person or via conference call, and prepares materials, agendas and presentations. Participates in client account audits and strategic planning process
BS/BA degree and 3-5 years of experience
Effectively handle multiple tasks, prioritize deadlines appropriately and remain flexible

Direct Client Service Consultant Resume Examples & Samples

Accountable for overall client satisfaction and renewal/retention
Gain a deep understanding of your client`s business and provide applicable best practices
Demonstrate superior product knowledge and consultative account management skills
Analyze both usage statistics and client feedback to proactively promote product value
Ensure quality data conversions through timely updates and project management
Provide valuable feedback and insight to the product team
Develop account strategies with sales directors and identify new user groups and business opportunities, which will help Morningstar meet and exceed revenue goals

Client Service Consultant Resume Examples & Samples

Relevant Experience or Degree in: Bachelor's degree or the equivalent of training and experience
Includes consulting with clients to meet business needs
Microsoft Office to include writing macros in Excel
Typically Minimum 6 Years Relevant Exp
In the credit card industry
Consultancy skills in areas including TS2 and value added products
Ability to consultant on fraud and risk products with customers and internal stakeholders in using the platform. The role will involve interacting with clients, either providing at desk consultancy or running client workshops. Capability to extract and analyse large data sets and deliver meaningful management information summary for senior stakeholders
Supervision - Acts independently to determine methods and procedures on new or special assignments. May supervise the activities of others
Problem Solving - Ability to solve problems using experience and good judgment
Effective Communication - Demonstrated effective written and oral communication skills
Technical Aptitude - Ability to understand and communicate technical changes in easy to understand business terms

Client Service Consultant Resume Examples & Samples

Undergo product training, maintain up-to-date knowledge and evolve alongside the HR Solutions
Communicate with the Principal Consultant / customer contacts to understand in-depth technical aspects of the customers requirements
Ensure that the implemented functionality is thoroughly tested and delivered on time
Provide technically accurate and sustainable resolutions to client reported problems and document these for future reference
Provide sustainable solutions within the scope of the HR solutions to satisfy the customer requirements
Develop and maintain excellent relationships based on trust and credibility with all our customers
Help in continuously improving the support service to maintain a high level of customer satisfaction
Work with implementation and product development teams around the globe to identify and report defects
Maintain and contribute to the knowledge base library
Work closely with the team and support in training and assessing new recruits
Adhere to ADP standards, policies and methodologies in all areas of business
Giving advice to clients to optimize their use of the product
Adjust set up of the product when requested
Ability to influence and guide clients to ADP best practice and standard solution adoption
#1 Most Admired Company in Financial Data Services (Fortune 2013)
Top 100 Most Innovative Company (Forbes 2013)
#6 Best Company for Leaders (Chief Executive 2012)
#7 InformationWeek 500 (2011)
Top 100 Best Companies to work in IT (Computer World 2013)

Client Service Consultant Resume Examples & Samples

Project leader for the implementation of new clients and addition of MetLife product line to existing clients
General understanding of U.S. economy and employee benefits industry preferred
Firm knowledge of group products, services and systems and ability to apply analytical skills to the interaction of these products, services and systems preferred

Client Service Consultant Resume Examples & Samples

Partner and work in a dyad manner with a Key Account Manager and/or Account Manager on large or key accounts to provide reporting analysis, problem solving and service that aligns with the strategic business plan and overall account management work
Retain and grow assigned accounts on a profitable basis
Partner to coordinate benefits and trend management strategies with other departments
Responsible for: financial and claim analysis of employer reports; ongoing renewal; performance guarantees; contracts; onsite client meetings; presentations as needed; and additional amendments or agreements as needed depending on solutions purchased
Develop and maintain relationships with lead consultants on accounts
Develop and maintain relationships with key decision makers and benefits personal on assigned accounts
A bachelor’s degree and sales/account management experience in the health care industry
Minnesota insurance license within 3 months of hire
Demonstrated group presentation, negotiation and problem solving skills
Ability to manage multiple project assignments
Ability to work effectively at all levels within an organization
Demonstrated capacity for working in a fast paced setting
Proficiency with computer software and contact tracking programs
Project management skills in a team based environment
Current, valid, unrestricted Driver’s License (in the state of residence) free of major traffic violations or a pattern of repeated violations for the last 3 years and daily access to a relatable, insured vehicle
Execution of a non-competition agreement upon hire
Strong business background, advanced courses in business, marketing or finance
Previous Health care experience
Prior experience in a team environment
Knowledge of basic insurance underwriting principles

Treasury Management Client Service Consultant Resume Examples & Samples

Business Internet Banking
ACH and Wire Origination
ACH and Check Positive Pay
Remote capture
Lockbox
Vault Services
Bill payment, sweeps, account analysis, and account recon
Work within a treasury call queue bringing resolution to client product and service issues
Utilize client issue & inquiry tracking system
Work closely with clients and prospects on a consultative basis
Identify opportunities to improve overall delivery of the Bank’s treasury management services
3-5 years in banking, specifically relating to Treasury Management products and services
Knowledge of Microsoft Office (Word, Excel Outlook and PowerPoint) is required
Knowledge of the FIS / Metavante data processing system preferred
Strong organizational and time management skills including ability to prioritize client requests
Transportation required for in-person meetings

Client Service Consultant Resume Examples & Samples

Partners with Service Operations or other matrix partners to drive resolution of issues and to proactively identify process improvements and increased efficiency
Proactively educates and provides recommendations to sales to avoid future service issues (for example, identifies a trend with certain Rx formulary issues due to product change that is not being communicated by Sales.)
May conduct training on Client Resource Portal for high-touch clients or clients with complex structure set-up
Training done onsite/in person or by phone
Training is on eligibility and billing system for Facets clients to ensure proper procedures are followed
Takes the lead to have ex gratia payments processed (for self-funded clients)
Provides back-up assistance in reviewing completed benefit summaries and SBC’s
Provides back-up assistance in building new benefit summaries and SBC’s
May mentor and/or provide guidance and expertise to more junior team members. Also, may provide guidance to Sales Support Consultants on less complex service issues
Coordinate with client manager to ensure client needs are met and potential problems are averted. Keeps client manager informed of account status
Participates in role-related work groups, special projects, and sharing of best practices
May be responsible for providing client support in the areas of benefit education and open enrollment meetings
Health/Life license preferred