Senior Account and Client Specialist

Ameritas•Westmont, IL

1d•Hybrid

About The Position

Senior Account & Client Consultant serves as a liaison between the company and internal and external partners. This position is a subject matter expert responsible for completing moderately complex projects to include conducting analysis and adjusting processes to solve problems. This position may serve as a resource to other associates using broad business understanding. This is a hybrid role working partially in-office (Lincoln, NE; Chicago, IL, or San Antonio, TX) and partially from home. Must be willing to work 7:00 am to 4:00 pm Central Time Monday through Friday.

Requirements

Bachelor's Degree or equivalent Business, Communication, or related field experience required.
2 years of related experience required.
Health insurance license required (or must obtain within 3 months of employment).
Willingness to travel up to 5% of the time.

Responsibilities

Evaluate existing broker, customer and rep needs and make recommendations.
Partner with Field Account Management Team in developing and implementing strategies to strengthen satisfaction, loyalty, and reliability.
Identify and resolve escalated issues and communicate to all stakeholders.
Responsible for keeping records, account updates, and outgoing email to brokers via Salesforce.
Communicate with brokers and customers effectively on account information.
Be available to answer telephone calls as needed from brokers and customers.
Research service needs and problems, find innovative solutions, and communicate follow-up.
Interact and encourage members of a team to find a solution to client issues.
Proactively assist account management team in contact with brokers, customers and internal stakeholders with questions on cases and follow up with questions asked.
Partner with internal departments to find solutions to difficult case issues.
Demonstrate a strong ability to balance the needs of customers and brokers, deadlines and other priorities.