Remoote.app

Work from anywhere. Start here.

JobsFree resume builderCompaniesLog in
Apply

Account Advisor

Posted 5 days agoViewed

View full description

💎 Seniority level: Middle, 3+ years experience working in Employee Benefits a Plus

📍 Location: Idaho, United States

🔍 Industry: Employee Benefits

🏢 Company: Sounder Benefits👥 1-10💰 $7,500,000 Seed 4 months agoHealth InsuranceAnalyticsEmployee Benefits

🗣️ Languages: English

⏳ Experience: 3+ years experience working in Employee Benefits a Plus

🪄 Skills: Data AnalysisCustomer serviceComplianceResearchActive listeningClient relationship management

Requirements:
  • 3+ years experience working in Employee Benefits is a plus.
  • Must have a minimum of an associate's or bachelor's degree.
  • Active Life, Health & Accident License is required.
  • Candidate must be located in the Boise, Idaho metro area.
Responsibilities:
  • Involved in client retention and supporting clients’ needs and issues.
  • Address incoming inquiries in a timely and accurate manner.
  • Assist with administrative tasks directed by the VP of Brokerage to facilitate client acquisition.
  • Handle client's annual renewals, Open Enrollment presentations, and client onboarding.
  • Prepare client materials and manage claims navigation.
Apply

Related Jobs

Apply
🔥 Signature Account Advisor
Posted 13 days ago

📍 United States

🧭 Full-Time

🔍 IoT and connected transportation

🏢 Company: Geotab👥 1001-5000InternetMobile DevicesBig DataFleet ManagementAnalyticsInformation TechnologySoftware

  • 5-7 years experience as an individual contributor in a consultative sales function.
  • 5-7 years experience in consulting, business operations, or program management.
  • Ability to travel 25-30%.
  • Experience in technical sales.
  • Experience in fleet management, IoT devices, or B2B software.
  • Experience in the telematics industry.
  • Strong aptitude for understanding technical and business requirements.
  • Proven track record in developing new sales and accounts.
  • Exceptional skills in developing and maintaining client relationships.
  • Demonstrated success in accurately forecasting account and volume activities, meeting and exceeding goals.
  • Solid negotiation, conflict resolution, and relationship management skills.
  • Excellent verbal and written communication skills, including comfort with delivering presentations and training.
  • Highly organized and able to manage multiple tasks and projects simultaneously.
  • Strong analytical skills and ability to problem solve.
  • Ability to translate technical solutions to meet customer requirements.
  • Technical competence using software programs, including Google Suite and CRM tools.

  • Develop strong, collaborative relationships with signature customers to provide innovative, valuable business recommendations around large fleet best practices.
  • Consult with strategic customers on best practices in change management, technology implementation, customer experience, and other topics critical to program success.
  • Drive revenue and unit sales through nurturing of existing strategic partnerships.
  • Forecast and track key account metrics (e.g. quarterly sales results and annual forecasts).
  • Educate and articulate the value of continual investment in the data provided by Geotab and our partners.
  • Create strategic roadmaps with customers for scalability and Geotab stickiness.
  • Present insights and recommendations to strategic customers and internal stakeholders.
  • Utilize pilots to quantify the value created by engaging with the Geotab ecosystem.
  • Conduct the Quarterly Business Reviews for all assigned customers.
  • Maintain up-to-date knowledge of all Geotab products, marketplace products, and industry trends.

Data AnalysisIoTBusiness OperationsStakeholder management

Posted 13 days ago
Apply