Client Account Support Analyst

Job Description

Job Description

The Client Services Support Analyst role will provide advanced professional support to a dedicated Client Management team focused on selling and onboarding a targeted segment of accounts. The role reports to the Client Global Health Benefits Commercial Execution Lead and works closely with their assigned Client Manager and Sales Leader on day-to-day activities.

Responsibilities:

• Provides administrative support to Client Manager & Sales Representative including coordinating internal and external calls on calendars and responding to general email inquiries.
• Monitor team mailbox and support tracking and triage of inquiries from internal and external audiences in a timely manner.
• Triages frequently asked questions into communications folders, and ensures responses are crafted, reviewed, and legally approved timely by various departments.
• Serve as a coordination point among Client Management, Sales, Operations, Legal, Finance, and other internal partners.
• Assists in the creation and development of sales proposals and client specific sales presentation materials.
• Supports preparing and sending application and supporting documents to clients and brokers.
• Coordinating with operational departments on new business installations.
• Maintain CRM system and Client Tracker tools per the direction of their Client Manager.
• Support Execution Office leadership team in administrative tasks including.
• Coordinate client and broker meetings including agendas, logistics, materials, and follow-up actions.
• Maintain leadership priorities, commitments, and follow-up trackers, proactively identifying upcoming deadlines or unresolved items.
• Support resolution of client and broker inquiries by identifying owners, monitoring responses, and escalating time-sensitive matters.
• Assist with client onboarding and implementation meetings, including scheduling, documentation, status tracking, and follow-up.

Skills:

Qualifications:

• Strong organization skills with the ability to work independently and work on numerous projects at one time.
• Ability to consistently meet tight deadlines and work under pressure while anticipating the needs of Commercial team.
• Minimum of two years’ experience in an administrative support role, preferably supporting Sales or Client Management teams.
• Understanding of group insurance business strongly desired.
• Self-directed with a high level of personal accountability and responsibility.
• Excellent time management skills and enjoy working in a fast-paced environment;
• Strong working knowledge of Microsoft Outlook, Word, Excel, PowerPoint and Internet Explorer is required.
• Knowledge of databases (salesforce.com) is strongly preferred.
• Strong communication skills (written & oral), in addition to, excellent typing skills and proofreading skills.

 

 

3 Non-Negotiable Skills:

Organization and time management

Strong written and verbal communication

Administrative and technology proficiency

Education:

.A bachelor's degree or higher is strongly preferred, preferably in business or office administration.

EEO:

“Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans. ”