Client Account Associate I (Hybrid/Remote)

Employee Benefits Corporation; Wisconsin; Hybrid; USD 36,000 - 48,000; Full time

Benefits offered by this job

Flexible work options

Employee stock ownership plan (ESOP)

Job summary

Employee Benefits Corporation is seeking a Client Account Representative I to be the primary contact for clients across products, resolving inquiries via telephone and email. The role supports collaboration with brokers and internal resources, with a mix of hybrid or remote work from Wisconsin and standard business hours.

The candidate will maintain CRM data, stay current on product knowledge, and deliver quality service while upholding company standards and processes.

Qualifications

• Associate degree in Business or related field, or two years of related experience.
• Two years’ experience in a customer-centric role.
• Ability to remain calm with challenging clients.
• Organized, concise communication and effective listening.
• Experience guiding customers through troubleshooting and systems navigation.
• Attention to detail and strong time management.
• Proficiency with Windows apps and MS Office.

Responsibilities

• Serve as primary contact for clients and brokers.
• Build rapport to deliver high-quality, meaningful experiences.
• Resolve client inquiries professionally using diplomacy.
• Maintain knowledge of products and regulations to assist requests.
• Collaborate with resources to ensure accurate data exchange.
• Record customer interactions in the CRM in a timely manner.
• Monitor the Help Desk inbox and delegate tasks as needed.

Skills

Customer service

Communication

De-escalation

Organized thinking

Education

Associate degree in Business or related field

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Employee Benefits Corporation is seeking a Client Account Representative I to be the primary contact for clients across products, resolving inquiries via telephone and email. The role supports collaboration with brokers and internal resources, with a mix of hybrid or remote work from Wisconsin and standard business hours.

The candidate will maintain CRM data, stay current on product knowledge, and deliver quality service while upholding company standards and processes.