Account Services Specialist

 Posted 5 days ago
     
 $20.9 - $24.8 per hour
  
0-2 years experience
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AI Summary

Serve as the primary contact for client needs via phone and email while focusing on client retention and relationship deepening. Responsible for diagnosing and de-escalating client issues and documenting all communications in company systems.

How you will make an impact:

  • Work in a team and serve as a knowledgeable contact for the day to day needs of our clients through phone, email and system tools 

  • Participate in ongoing learning and development opportunities

  • Collaborate with a variety of departments to ensure a positive customer experience, by sharing knowledge, proposing ideas and implementing a solution for creating efficiencies and improving processes

  • Focused on deepening client relationships with an emphasis on client retention

  • Attend regularly scheduled one on one meetings with direct supervisor for professional development and goal setting

  • Responsible for diagnosing and de-escalating client escalations

  • Possess excellent conflict resolution skills

  • Identify trends to improve client resolution experience

  • Formally document all communications with client/consultant in company systems to ensure availability of client information for continuity of client history

  • Attend team and other necessary meetings to remain current on client initiatives, internal processes, and operations that may affect client accounts or the client experience

  • Ability to thrive and excel in a fast paced setting

  • Ability to maintain focus while working on complex tasks requiring strong analytical skills 

  • Ability to organize and prioritize workload in regard to competing priorities 

  • Accountable to both team and individual metrics and expectations. 

  • Demonstrate WEX Core Values daily

  • Must adhere to security policies

  • Ensure privacy according to HIPAA guidelines

  • Maintain knowledge in function area(s) related to Benefits/COBRA and system functionality

  • Maintain expected quality and performance metrics

  • Complete any additional tasks as assigned  

  • This position is telecommute eligible

The base pay range represents the anticipated low and high end of the pay range for this position. Actual pay rates will vary and will be based on various factors, such as your qualifications, skills, competencies, and proficiency for the role. Base pay is one component of WEX's total compensation package. Most sales positions are eligible for commission under the terms of an applicable plan. Non-sales roles are typically eligible for a quarterly or annual bonus based on their role and applicable plan. WEX's comprehensive and market competitive benefits are designed to support your personal and professional well-being. Benefits include health, dental and vision insurances, retirement savings plan, paid time off, health savings account, flexible spending accounts, life insurance, disability insurance, tuition reimbursement, and more. For more information, check out the "About Us" section.

Pay Range: $20.90 - $24.80

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