Account Representative, Sr. develops relationships with mid-sized clients to increase revenue. Pursues relationships with potential new accounts and identifies business opportunities to upsell services/products to current and new businesses. Being an Account Representative, Sr. drives retention and growth among customers by understanding their business needs and helping them succeed. Has detailed knowledge of products and services offered and ensures that products and services consistently meet client needs. Additionally, Account Representative, Sr. maintains a cadence of communicating with customers to ensure client satisfaction and promote ongoing contract renewal. Advises internal teams on product and service improvements/suggestions based on client feedback. Provides sales quotes and responds to requests for proposals. Typically requires a bachelor's degree. Typically reports to a manager. The Account Representative, Sr. occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be an Account Representative, Sr. typically requires 2-4 years of related experience. (Copyright 2024 Salary.com)
The Role
Guidant Financial is looking for a Remote Account Representative I. Our Account Representatives support small business owners who utilize our 401(k) plan administration services.
A large part of the role is taking inbound client calls, answering questions, and assisting clients in resolving 401(k) plan related issues.
The role also requires reviewing the documents submitted by our clients and proactively updating the system to reflect all changes.
Collaboration is required with other members on the team, such as Plan Administrators and Compliance Specialists, to get clients 5500 filings, distribution requests, loan requests, and other documents completed in a timely manner.
What You'll Be Doing
Additional Functions
Requirements
Other Requirements
For this position there are minimum work from home requirements that must be met in order to perform the essential functions in a remote work from home (WFH) environment.
Benefits
Be able to disconnect with Paid Time Off of 3 weeks and 11 Paid Holidays.
This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US : AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA
The wage for this position is $21 / hr or $43,680 annually
Last updated : 2024-03-31
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