Account Associate managing client accounts and providing customer service for an insurance brokerage. Collaborating with account managers and processing policy changes in a remote capacity.
About the role
- Account Executive driving client relationships and strategic business solutions for HR services. Engaging with executives and leveraging internal resources to meet client needs effectively.
Responsibilities
- Utilizing the Account Management Plan, defines a relationship strategy that ensures all key decision makers and client "buyer" relationships are leveraged to drive individual wins and business results for the client company.
- Builds relationship improvement plans and actions as needed to ultimately drive client loyalty and renewal.
- As a trusted client advisor, creates a pipeline of future business opportunities and revenue driving or value-added strategic services for clients.
- Engages at least quarterly with client executives to assess strategic business needs and challenges and translate business strategy into human capital opportunities that have business impact to the client.
- Translates client expectations and shares constructive feedback and important and relevant information with appropriate internal resources.
- Guides the client through a thorough analysis by knowing the client’s industry, current and future business trends and practices to accurately diagnose business strengths and weaknesses.
- Leverages internal partners to identify, collect and organize data for analysis and decision-making.
- Develops strategies and plans, resulting in a systematic approach to addressing client needs.
- Ensures that the customer perspective is the driving force behind business decisions and activities.
- Positions services and sells solutions by consulting with client executives, gaining commitment and coordinating implementation timelines.
- Partners with the service team and internal departments to facilitate delivery of standard and customized services in a way that is appropriately sequenced to match client readiness and capacity.
- Leverages internal resources to facilitate the accomplishment of work goals with a focus on impact.
- Ensures deadlines are met and keeps stakeholders informed of project status.
- Maintains effectiveness when experiencing major changes in work tasks or the work environment; adjusts effectively to new work structures, processes, requirements or cultures.
- Ensures that self and service team are able to present recommendations and anticipated outcomes that clearly show how company products, services and ideas would meet client’s needs.
- Ensures that all facilitated meetings serve business objectives while using appropriate interpersonal styles and considering the potential contributions of others.
- Sets high standards of performance for self and others; assuming responsibility and accountability for successfully completing assignments or tasks in a timely manner; self-imposing standards of excellence rather than having standards imposed.
- Escalates complex client issues and follows through to resolution, ensuring appropriate communication to all involved parties.
- Must adjust effectively while working with different clients who have different structures, processes, requirements, or cultures.
- Meets regularly with the assigned service team to prepare for client presentations and develop result-oriented service plans.
- Develops and uses collaborative relationships to facilitate the accomplishment of work goals.
- Effectively articulates and translates client goals and strategies to service teams and internal groups.
Requirements
- High School Diploma or equivalent is required.
- Bachelor’s Degree or equivalent work experience is required.
- Master’s Degree in related field is preferred.
- Seven to ten years of experience in related field is required.
- Must have experience managing relationships with senior leaders with varying styles in client organizations.
- Must have experience applying financial, industry and market trends to client situations.
- Must have demonstrated multi-account/matrix environment management experience.
- Prior experience demonstrating business acumen with “C” level executives in an executive customer service environment.
- Ability to leverage relationships/partnerships to accurately forecast customer retention, attrition, and growth.
- Familiarity with HR strategic and operational functions is required.
- Project management skills and meeting facilitation skills are needed, including follow up techniques for keeping projects on track.
- Knowledge of how to diagnose people or organizational issues in a corporate and small business environment.
- Including analysis of financial statements, researching current workplace trends and identifying system or process issues.
- Communicates tactfully and effectively, verbally and in writing, and maintains effective work relations with those encountered in the course of employment.
- Comfortable with technology solutions such as Microsoft Office suite and CRM systems.
- Excellent presentation and group facilitation skills.
Benefits
- Flexibility: Over 80% of Insperity’s jobs have flexibility.
- Career Growth: Insperity provides many ways to grow with the company.
- Well-Being: Our total rewards package includes generous paid time off, top-tier medical, dental and vision benefits, health & wellness support, paid volunteer hours and much more.
Job title
Job type
Experience level
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Not specified
Degree requirement
Location requirements
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