Account Manager
New
Based in the United StatesFull-TimeMiddle
Salary not disclosed
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Job Details
- Required Skills
- Customer serviceMicrosoft Office SuiteData entry
Requirements
- High school diploma or GED required; additional education or relevant certifications are a plus.
- Active license required for the role.
- Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.
- Excellent written and verbal communication skills with a strong customer service orientation.
- High attention to detail and accuracy in scheduling, documentation, and data entry.
- Proficiency in Microsoft Office Suite.
- Familiarity with systems such as AMS360 and ImageRight is preferred.
- Experience with Vertafore products is a plus.
- Ability to work independently while contributing effectively to a team-based environment.
- Strong problem-solving skills and the ability to adapt quickly to changing priorities.
- Demonstrated professionalism, reliability, and commitment to maintaining confidentiality.
Responsibilities
- Schedule, confirm, and manage appointments for benefit counselors while ensuring alignment with client needs and operational capacity.
- Coordinate daily scheduling activities to maximize efficiency and ensure smooth communication between clients and internal teams.
- Respond to incoming calls, emails, and inquiries in a timely and professional manner while delivering high-quality customer support.
- Assist clients with scheduling questions, appointment logistics, and general benefit enrollment information.
- Collaborate closely with benefit counselors to ensure accurate scheduling, communication, and workflow coordination.
- Maintain accurate and up-to-date client records, appointment details, and administrative documentation.
- Manage appointment changes, including rescheduling and cancellations, while ensuring proper communication to all stakeholders.
- Conduct follow-ups with clients for appointment reminders, updates, and employee notifications.
- Support administrative tasks such as data entry, reporting, and documentation preparation.
- Maintain strict confidentiality of client and employee information in accordance with company policies and regulatory requirements.
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