Proactively support servicing and account administration for clients, partners, brokers, and consultants as part of supporting customer satisfaction, growth, and retention strategies. Support and create administrative sales activities associated with qualifying and quoting to prospects, the installation of new clients, changes to existing clients, processing renewals, and open enrollment.

Support relationships with clients by establishing and maintaining strong internal relationships with account managers, sales personnel, and other key business partners, to understand customer requirements as they relate to products and service offerings

Provide administrative support for client development plans and assigned projects that support strategic objectives, communication, growth, and retention

Communicate and coordinate client requirements and needs with business partners to ensure accurate information is available to support the client’s plan design and ensure client expectations are met

Support the implementation and intake requests of new clients to ensure specified implementation time frames are met or exceeded

Verify client administrative requirements are met, documented, and business partners involved understand and agree to the requirements within approved processes/procedures

Maintain working knowledge of existing and new products/services and other general information to ensure accurate information is provided to the sales/account management team and clients or brokers

Effectively utilize the sales automation system to maintain current client and prospect records and data

Identify problematic issues and offer alternative approved solutions. Escalate to the appropriate business partner to drive custom/alternative solutions as needed

Coordinate with other departments and the account team to resolve client issues and maintain client satisfaction

Prepare collateral and conduct open enrollment presentations for the sales team, clients, and client members to support benefit fairs as needed

Ensure complete and accurate information is set up in the systems to maintain current client, broker, and prospect records, interfacing with multiple internal & external business partners to coordinate as needed

Job Specifications

Typically has the following skills and abilities:

Two years of customer service or client service experience, demonstrating the ability to build effective relationships and resolve a variety of issues

Ability to quickly learn the company’s products and service offerings and internal systems

Ability to manage multiple concurrent account implementations and business issues

Understanding of business objectives and the business environment

Work within an agile environment, demonstrating a proven ability to adapt to change quickly

Excellent interpersonal, written, and verbal communication skills

Excellent organizational skills for setting work priorities and managing a high volume of information and requests from multiple sources

Proficient with MS Office, word processing, and spreadsheet applications, including building files, writing formulas, combining columns, copying, and merging data/files

For roles that are remote (i.e., Work From Home (WFM)) or hybrid (i.e., partial onsite at a VSP location and WFM), must demonstrate a high level of engagement in virtual environments, including maintaining camera presence during meetings to support effective communication and team alignment

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Compensation range for the role is listed below. Applicable salary ranges may differ across markets. Actual pay will be determined based on experience and other job-related factors permitted by law. As a part of the compensation package, this role may include eligible bonuses and commissions. For more information regarding VSP Vision benefits, please click here .

Salary Ranges: $17.85 - $28.88

Unincorporated LA County Residents: Qualified Applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act, and any other similar laws.

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