Key Account Specialist

Key Account Specialist

Requirements

• Problem Solving: Identifies and resolves problems in a timely manner; Works well in group problem-solving situations.
• Customer Service: Manages difficult or emotional customer situations; Responds promptly to customer needs.
• Interpersonal Skills: Focuses on solving conflict, not blaming; Listens to others without interrupting; Remains open to others’ ideas and tries new things.
• Written Communication: Edits email and written work for spelling and grammar; Explains in detail the situation, expected result and any next steps that are needed.
• Teamwork: Balances team and individual responsibilities; Gives and welcomes feedback; Contributes to building a positive team spirit.
• Planning/Organizing: Prioritizes and plans work activities; Uses time efficiently; Organizes or schedules other people and their tasks.
• Professionalism: Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions.
• Attendance/Punctuality: Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
• Dependability: Follows instructions, responds to management direction; Takes responsibility for own actions; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
• Initiative: Undertakes self-development activities; Seeks increased responsibilities; Asks for and offers help when needed.
• Language Skills: Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
• Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
• Computer Skills: To perform this job successfully, an individual should have knowledge of Internet software; Excel Spreadsheet software and Microsoft Word Processing software.
• Other Qualifications: Must be willing to work flexible hours during peak times. Must be able to pass background check and pre-hire drug screening. Must be able to pass monthly OIG and SAM Exclusion List checks.

Responsibilities

• Acts as a liaison between internal departments, providing a central point of contact for Executive, Key, and Core Accounts.
• Oversees the transfer and onboarding process for our Executive, Key, and Core Accounts; coordinates with Contracting and Broker Support Teams on requesting contracting be sent, status checks, etc. and provides overviews to applicable parties.
• Collaborates and communicates effectively with agents, internal employees and departments, and carriers.
• Conducts proactive outreach calls to Executive, Key, and Core Accounts as well as agents and agencies on Target Lists as directed.
• Documents all correspondence thoroughly.
• Works to resolve escalated issues for Executive, Key, and Core Accounts, maintains proactive and open lines of communication with Accounts, and asks for assistance as needed.
• Addresses requests within a timely manner (same day if before 4:00 pm) and works with leadership to arrange coverage when out of office.
• Other duties as assigned.

Preferred Qualifications

No preferred qualifications provided.