Position Summary:
Our professional teams of engaged and responsive Account Managers and Account Analysts work with our clients on strategic program planning and the development of current, ongoing and future wellness strategies. The Account Teams work with specific clients as the primary, day to day, point of contact, for the management and fulfillment of the specific client service needs. This includes being actively engaged with Asset Healths Technology Team, Sales Team, and the management of a full suite of reporting and communication deliverables.
Essential Duties & Responsibilities:
Attend client conference calls (and occasional onsite meetings) taking meeting notes, providing reporting data, and providing insights when required
Responsible for entering all client notes into CRM taken from meetings and calls
Assist account manager with ongoing follow-up project management items for Client
Assist account manager and sales team with the development and execution of the clients wellness incentive program
As requested, enter and assist account manager with tracking technical requests and program changes in the internal project tracking system
Responsible for updating the Client Information Master (CIM) form (updated on a monthly basis or as necessary) to reflect current program design and services
Assist with the development, data gathering, and issuance of client monthly/quarterly activity and program effectiveness reports
Assist with the generation of the client incentive reports (Data analysis, audit and issuing of reports)
Continually builds knowledge and capabilities within the wellness industry
Attend client meetings, benefit fairs, training sessions or other meetings as directed by the account manager
Education and/or Work Experience Requirements:
Required:
A bachelors degree in a related field (such business administration, finance, economics, or accounting)
Preferred:
Experience performing consulting, client service, account management, customer service or call center experience in a sales support environment
Knowledge, Skills and Competencies:
Enjoy working in a fast-paced environment while maintaining a professional and positive attitude and ability work individually or in a team setting with a high energy level and minimal supervision
Ability to work well with others (virtually and in person) in the solution of mutual problems; respect opinions, abilities, and contributions of others; cooperate and open minded in working with others
Communicate effectively, both verbally and written communications
Maintain confidentiality by following PHI and HIPPA laws
Motivated self-learner with new technologies and skills and takes initiative and ownership of tasks within area of responsibility
Excellent computer and documentation skills required (e.g., Microsoft Office Suite)
Demonstrates strong attention to detail, produces high quality work, and requires only review and approval of completed and validated work
Performs other administrative and operational tasks as required
Working Conditions and/or Physical Requirements:
Prolonged periods sitting at a desk and working on a computer
No manual labor or lifting
This can be a remote/work from home position (must have access to secure internet network)