Account Representative - Large Business

Delta Dental of Wisconsin; Milwaukee, Stevens Point (WI, WI); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

Life insurance

Short-term disability

Long-term disability

HSA

FSA

Dependent Care Accounts

401(k) with employer match

Wellness programs

Paid time off

Job summary

Delta Dental of Wisconsin is looking for an Account Representative to work with an Account Manager to maintain relationships with assigned accounts and address client needs quickly and effectively.

You’ll lead new business implementation, day-to-day servicing, cross-selling, and renewal support, while keeping CRM data up to date and collaborating across teams to deliver exceptional service.

Qualifications

• Associates or better in Business Administration or related field.
• 2 years progressive experience in customer service, customer support, or a related field.
• Knowledge of group benefits and underwriting (preferred).

Responsibilities

• Work with Account Manager to implement new business customers.
• Demonstrate relationship management skills and build client relationships.
• Cross-sell Delta Dental products to existing customers.
• Assist in renewal delivery and negotiation to retain clients.
• Handle service requests related to contract changes, plan options, and inquiries.
• Maintain knowledge of Delta Dental products and share value proposition with customers and brokers.
• Maintain accurate account information in CRM.
• Generate and speak to customer reporting and trends.
• Meet goals in support of Delta Dental of Wisconsin’s mission.

Skills

Relationship management

Customer service

Cross-selling

Education

Associates or higher in Business Administration or related field

Job description

At Delta Dental of Wisconsin, we are champions of Oral Health, and we have built our company on a foundation of delivering innovative products and services within our culture of legendary service. Our culture that sets us apart within our industry and the way we do business and it is different. Our employees stay here because the organization supports them as employees and their career growth. We have many employees who have stayed for 25, 30, or even 45 years within our organization.

Delta Dental of Wisconsin is seeking an Account Representative to work in partnership with an Account Manager to maintain business relationships of assigned accounts. Their core priority is addressing customers’ needs and concerns as quickly and effectively as possible. The Account Representative Individuals will play a key role in facilitating the new business implementation, day-to-day servicing, cross-sales and renewal processes.

What you'll do

• Work internally and externally to ensure successful implementation of new business customers
• Demonstrate relationship management skills and proven track record of building, maintaining, and cultivating client relationships
• Play a key role in cross-selling additional Delta Dental of Wisconsin products to existing customers
• Assist in renewal delivery and negotiation to retain clients by working with the Account Manager
• Facilitate service requests relating to contract changes, benefit plan options, general plan inquiries, agent issues and other matters as required
• Develop and maintain a thorough working knowledge of Delta Dental’s products and services and share our value proposition to customers and brokers
• Maintain accurate account information in CRM database
• Handle moderately complex problems and works in partnership with higher-level staff to resolve issues
• Generate, understand and speak to customer reporting including key performance metrics and trends
• Meet company and department goals and objectives in support of Delta Dental of Wisconsin’s mission

Benefits

At Delta Dental, we’re committed to attracting and keeping great talent with a comprehensive benefits package for employees and their families. We offer:

• Health, vision, dental, and life insurance
• Short- and long-term disability coverage
• HSA, FSA, and Dependent Care Accounts
• Competitive salary and incentive compensation based on company results
• 401(k) with employer match and a 6.5% employer contribution to retirement accounts
• Robust wellness programs, whether you work on-site or remotely

We also value work-life balance with a generous PTO package that grows with your tenure, company holidays, and time off for volunteering. We don't just provide it; we encourage employees to utilize the time off. See what our employees have to say about working at Delta Dental here: https://www.deltadentalwi.com/s/employee-testimonial

Qualifications

Education

Associates or better in Business Administration or related field.

Experience

Required

2 years

Progressive experience in customer service, customer support, or a related field.

Preferred

Knowledge of group benefits and underwriting

Licenses & Certifications

Preferred

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.