Position Summary:
The Account Executive is responsible for delivering high-touch account management services to a portfolio of clients. The Account Executive, through proactive business consultation will ensure high client satisfaction and high client retention.
Essential Job Functions:
Build and maintain strong, long-lasting client relationships through regularly scheduled proactive and strategic client meetings.
Develop trusted advisor relationships with key accounts, customer stakeholders and executive sponsors by making recommendations about sound HR solutions, based on knowledge of employment law, compliance and state and federal regulations, with little or no guidance from immediate supervisor.
Coordinate timely resolution to client inquiries by working closely with internal department teams, ensuring client satisfaction is achieved.
Proactively communicate service status and act as escalation point for service issues, proactively facilitating communication between different departments within CoAdvantage including but not limited to Benefit Operations, Payroll, Sales, etc.
Conduct client on-site visits and phone calls to evaluate client relationship to ensure maximum usage of the PEO service model. This includes offering customized solutions to improve the clients’ work place efficiencies as well as ensuring compliance with Federal and State employer requirements.
Utilize solid business acumen and a combination of communication and problem solving skills to deliver and recommend the CoAdvantage products and services that will assist clients in achieving their business goals and objectives.
Independently develop, customize and implement client service plans to ensure the timely and successful delivery of company solutions according to customer needs and objectives.
Analyze client needs to develop appropriate Human Resource strategies to increase client satisfaction and retention to enhance business performance.
Conduct regularly scheduled calls, presentations and/or on-site client visits in execution of client service plans, per service metrics.
Coach client contacts on HR best practices and make recommendations on improvements around strategy and tactical HR functions.
Minimize client and CoAdvantage liability through consultation; using knowledge of applicable federal, state and local employment laws and regulations.
Ensure a collaborative and partnered relationship with all internal and external stakeholders.
Maintain up-to-date knowledge of current product offerings, processes and strong awareness of industry developments/trends.
Manage Benefits open enrollment activities for the designated book of business.
Document activities, cases, and other information in company technologies in a timely manner as per company guidelines.
As necessary, evaluate and review pricing and billing inquiries with client.
Assist Sales department on sales calls when necessary to discuss Account Management Routine, HR capabilities, implementation, general operational items, benefits or general service.
Conduct internal and external presentations and training.
Act as “HR On-Call” per the monthly schedule to consult with clients and provide best practice HR guidance.
Perform other duties and special projects as assigned.
Frequent local and regional travel in your market.
Required Skills and Experience:
4+ years HR/account management experience either in consulting or corporate environment and/or in a relationship building role
3+ years strong HR experience required
Demonstrate the ability to communicate, present and influence key stakeholders at all levels of an organization, including executive and C-level
Strong business acumen with the ability to think strategically and to understand a client’s underlying business and organizational issues
Strong service orientation with the ability to have difficult client conversations
Must be well-versed in both Federal and State employment laws and regulations
Ability to prioritize and complete tasks
Must have a high sense of urgency with internal and external clients
Must have strong employee relation experience
Must have excellent organizational skills with a focus on time management
Must have strong experience in presentations and training
Excellent oral/written communication and listening skills
Must be able to deal with ambiguity, operate at a fast pace and cope with change
Strategic mindset with the ability and willingness to be hands-on
Experience in a client service environment, handling multiple external clients
Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook) required
Bi-lingual (English/Spanish) a plus (reading, writing and speaking)
Preferred experience in benefit plans and open enrollment
General knowledge of PEO and common applications is preferred
Educational and Professional Licensing or Certification Requirements:
Bachelor’s degree from an accredited college or university preferred
PHR/SPHR or SHRM-CP certification required or ability to obtain PHR/SPHR or SHRM equivalent certification within one year of hire.
EOE
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