Ensures that all client calls are responded to professionally and within defined service levels. Continually ensures quality of calls through phone monitoring.
Respond to basic inquiries regarding company products and non-technical questions; use your strong interpersonal skills and product knowledge to communicate with customers and representatives to resolve issues.
Creates processes and solutions in partnership with leadership which fosters a positive employee relations environment through effective communications, policies and practices.
Provide outstanding client service with a "one call resolution" handling approximately 40 - 60 inbound calls per day while demonstrating empathy and problem solving skills.
Uses experience, as well as anecdotal and empirical data, to recommend initiatives to improve the service experience; continuously reviews the quality and productivity results by individual, team and market segment.
Charles Schwab • Phoenix, AZ and 2 other locations
Approach every client interaction holistically by being aware of all issues and events related to the client and collaborate with peers to create a seamless client experience.
Engaging employees by effectively sharing thought leadership, regulatory updates, survey results, and preparing employees to have proactive, consultative conversations with clients is critical to the team's success.
Consult with customers, understanding current and future business requirements, to ensure customer has most optimal solution within company's portfolio; create and update regular executive summary on key accounts.
Advise clients on a full spectrum of corporate tax services, including planning, research, compliance, and general mergers and acquisitions activities; reviewing research findings and ensure conclusions are consistent with firm policies and professional standards.
Responsible for formulating the overall strategic direction of commercial insurance solutions that support the overall business and operational needs of the company's clients.
The Senior Relationship Manager (SRM) is responsible for managing a portfolio of commercial banking clients who require financial services and products to meet their needs.
Develop consultative relationships and be a trusted advisor to the client to demonstrate how Optum can provide value for the client to meet their objectives and improve the health system.
Ensures effective ownership, communication, coordination, and facilitation of support service activities between support teams, account teams, field service personnel, and customers.
Coordinate and manage project teams, ensuring the team is within budget, on time and producing work consistent with the scope of work and ensuring communication with client, project team and senior client leader.
The Senior Relationship Manager (SRM) is responsible for managing a portfolio of commercial banking clients who require financial services and products to meet their needs.
Responsible for independently managing a portfolio of business clients and is accountable for net client growth, risk management effectiveness, customer service and profitability.
Responsible for the delivery of our growing Occupational Health Services department by providing knowledgeable assessments and coordination of care to better serve our customer and patient needs.
Confidential Company • Phoenix, AZ and 3 other locations
The Sales Executive plays a key role in the company's bottom line by directing the business development activities of the organization in driving new sales and expanding existing services for our clients.