Job Summary: 

• Qualify and identify eligible customers from provided leads through screening and active customer engagement.
• Research each customer and client’s specific needs and propose appropriate products and services 
• Consistently maintain the integrity of the brand through professional interactions.
• Work with internal staff to develop proposals and other presentation materials for assigned campaigns and projects.
• Participate in ongoing training courses/programs, networking events, and regional conferences to stay atop industry trends and the most up-to-date information.
• Develop trusted customer relationships with client groups by anticipating customer needs 
• Provide solutions and guidance concerning business opportunities.
• Communicate demand and market targets to Senior Account Executives for continuous feedback and development of the campaign and project.

Skills on Resume: 

• Lead Qualification (Hard Skills)
• Customer Research (Hard Skills)
• Brand Representation (Soft Skills)
• Proposal Development (Hard Skills)
• Continuous Learning (Soft Skills)
• Relationship Building (Soft Skills)
• Opportunity Guidance (Hard Skills)
• Team Communication (Soft Skills)

Job Summary: 

• Provide exceptional client service and experience to a portfolio of existing clients. 
• Support the development of strategic relationships with clients and monitor current service levels
• Create and maintain a positive and professional environment, motivating fellow team members
• Ensure timely and accurate delivery of client deliverables, e.g., quarterly reports, fund factsheets, performance, audit requests, etc.
• Ownership of client escalations and seeing them through to resolution
• Attend client service review meetings and follow up on resultant actions
• Coordinate/support quarterly CRM reviews of the whole of business services
• Deliver dedicated support for client-driven initiatives, taking the lead on projects and engaging relevant client teams to deliver against project objectives
• Support the provision of appropriate frameworks and controls to ensure adherence to all CR procedures and policies

Skills on Resume: 

• Client Service (Soft Skills)
• Relationship Development (Soft Skills)
• Team Motivation (Soft Skills)
• Deliverable Management (Hard Skills)
• Escalation Resolution (Soft Skills)
• Meeting Follow-up (Hard Skills)
• CRM Coordination (Hard Skills)
• Project Leadership (Hard Skills)

Job Summary: 

• Manage and retain relationships with potential and current clients
• Create custom programs tailored to clients’ needs
• Support the development of growth strategies and plans
• Effectively educate and train clients to use the platform in one-on-one interactions with long-term and potential clients
• Identify and research business opportunities and sources to expand the client base
• Document organization, upkeep, and management
• Represent the company's core values - compassion, intention, innovation, courage, and champion
• Add value to an already highly energetic, positive, and fun culture

Skills on Resume: 

• Client Relationship (Soft Skills)
• Program Customization (Hard Skills)
• Growth Strategy (Hard Skills)
• Client Training (Soft Skills)
• Opportunity Research (Hard Skills)
• Document Management (Hard Skills)
• Core Values Representation (Soft Skills)
• Culture Contribution (Soft Skills)

Job Summary: 

• Understand client’s offerings and help identify white spaces across the Banking industry framework to develop new product partnerships
• Develop partner profiles to ensure strategic alignment and fitment
• Develop and enhance the client relationship with assigned CPs to increase revenues through working with partners
• Lead joint and Partner connects and act as the focal point for go-to-market with account teams
• Design sales enablement strategies and strategic growth initiatives, and communication materials associated with launching partnerships
• Work collaboratively with Vertical/Horizontal commercial teams, Marketing, and Sales throughout the deal/solution lifecycle
• Responsible for identifying joint offerings capabilities with the Partner, developing a detailed business plan, and going to market for assigned partner relationships
• Build a joint governance model to ensure effective alliance management and execution

Skills on Resume: 

• Industry Analysis (Hard Skills)
• Partner Profiling (Hard Skills)
• Client Relationship (Soft Skills)
• Partner Engagement (Soft Skills)
• Sales Enablement (Hard Skills)
• Cross-Team Collaboration (Soft Skills)
• Business Planning (Hard Skills)
• Alliance Management (Soft Skills)

Job Summary: 

• Support existing Navigate clients by providing exceptional support, including responding to phone and email inquiries
• Manage the implementation of new business
• Respond to plan administrator inquiries related to billing, enrollment, claims, service, etc.
• Collaborate and support the sales and service team
• Prepare client-facing documentation (benefit summaries, presentations, etc.)
• Coordinate all client/insurer follow-up
• Communicate directly with the insurer on new business and service items
• Update and manage CRM
• Prepare and update client files
• Prepare and deliver employee presentations

Skills on Resume: 

• Client Support (Soft Skills)
• Business Implementation (Hard Skills)
• Inquiry Response (Soft Skills)
• Team Collaboration (Soft Skills)
• Document Preparation (Hard Skills)
• Follow-up Coordination (Hard Skills)
• Insurer Communication (Soft Skills)
• CRM Management (Hard Skills)

Job Summary: 

• Contribute to client satisfaction by providing a high level of customer service, supporting non-managed clients with both general and complex contract and service fulfillment-related questions and concerns
• Provide comprehensive oversight of the lifecycle of projects. 
• Work with internal and external stakeholders to gather and document requirements, establish timelines, obtain the level of effort, and determine pricing for initiatives like database testing, client mergers/acquisitions, logo changes, name changes, data clean-up, and other special projects
• Prepare and obtain execution of contract-related documentation like Service Request Forms (SRF)
• Process pricing information through appropriate channels to ensure proper billing
• Properly disburse all fully executed documents
• Maintain contract renewal site of Sales and Marketing, update CRM with new client/contact information, assign Client IDs to new Clients
• Client or client prospect due diligence and compliance document requests
• Assist with the resolution of invoice questions and disputes
• Manage client cancellations
• Educate clients on the use of title management software

Skills on Resume: 

• Customer Service (Soft Skills)
• Project Oversight (Hard Skills)
• Requirements Gathering (Hard Skills)
• Contract Preparation (Hard Skills)
• Pricing Processing (Hard Skills)
• Document Disbursement (Hard Skills)
• CRM Management (Hard Skills)
• Client Education (Soft Skills)