Account Service Representative

Website Morneau Shepell

Job Description:

The Account Service Representative is responsible for servicing a specific client block; providing excellent customer service and completing administrative tasks within their book of business. They are required to liaise with other internal departments to complete tasks, update systems, produce and maintain reports and manage day to day client related administrative requests.

Job Responsibilities:

  • Responsible for program governance including review of internal reporting and identification of issues
  • Responsible for client support, annual planning preparation and meetings where appropriate
  • Respond to client inquiries & service requests pertaining to their programs and services
  • Issuing reports to clients
  • Responsible for the execution of client contracts and programs
  • Managing the renewal process with appropriate internal teams
  • Managing and coordinating Quality Assurance Reviews
  • Responsible for updating and utilizing the CRM (Customer Relationship Management) system
  • Responsible for execution of manager and employee orientations (delivered telephonically or by webinar) where appropriate, as well as follow-up on trauma, work place training initiatives etc.
  • Act as a liaison with internal departments to resolve issues that may arise with clients
  • Follow up on manager consultations
  • Overseeing billing inquiries (review and resolution)

Job Requirements:

  • Prior experience in HR, Wellness, and/or EAP considered an asset
  • Strong problem solving skills
  • Ability/potential to identify and uncover business opportunities
  • Proficient in the use of Microsoft office suite (word, excel, power point, etc)
  • 3 years of experience in an administrative and/or account management role
  • Proven ability to respond in a timely and strategic manner to the day to day requirements of our clients
  • Strong organizational, analytical, Project Management skills and time management skills
  • Exceptional written and verbal communication skills
  • Proficiency in French, Cantonese or Punjabi is an asset
  • Ability/potential to manage a book of business independently
  • University degree in Business or a related field, or equivalent work experience

Job Details:

Company: Morneau Shepell

Vacancy Type: Full Time

Job Location: Vancouver, British Columbia, CA

Application Deadline: N/A

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