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Account Executive
Account Executive
Job Title: Account Executive
Department: Operations
Reports to: Client Services Manager
Main Responsibility (purpose/objective)
- Manage the relationships with Client, Broker partners and Carriers.
- Develop and provide best practice approaches within the Apprize Core Values
Essential Duties/Responsibilities
- Build and maintain long-term relationships with clients, brokers and providers using various benefits administration software platforms (SaaS)
- Understand the high-level goals that technology plays within the client’s business plan in order to present potential risk factors, while looking for and driving continuous process improvements/efficiencies
- Triage customer correspondence and technical issues for clients, escalating to both internal and external teams when necessary to resolve issues
- Participate in implementation project for new groups assigned including weekly check in calls and testing of system functionality to ensure accuracy of configuration
- Train clients on new and existing system features and services (prepare and conduct technical/product presentations and demos as required)
- Coordinate the Open Enrollment process for each client within their assigned portfolio, which includes handling all communication with the client, delegating appropriate tasks to internal teams, maintaining quality assurance
- Coach and mentor other team members
- Assist in other special projects as needed
Requirements/Qualifications
- Experience in employer-sponsored benefits and industry standards
- Proven customer service ability
- Strong computer skills with immediate to advance knowledge of MS Office suite
- Professional verbal and written communication skills for all personnel levels
- Excellent organizational and time management skills with the ability to prioritize tasks
- Perform job functions accurately, evaluate data from multiple sources and execute projects with attention to detail
Preferred Qualifications
- ACA knowledge
- Experience with HRIS or Benefits Enrollment systems
Please submit your resume and cover letter to careers@apprizetechnology.com.