Description
This position will work in a call center environment, working directly with our plan sponsors by answering incoming emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary. Individual will also work cross-functionally across teams in order to communicate and facilitate resolutions for any client satisfaction issues.
- Assist with a book of business consisting of advisors and sponsors to ensure their servicing needs are being met and assist with administration issues.
- Help manage client expectations to avoid any disconnects with process and timing standards.
- Collaborate across all internal teams in order to resolve any client issues
- Identify and resolve system tickets at point of initial contact
- Share data-driven insights with our product teams to improve our platform and planning roadmap.
- Participate in scheduled client conference calls to provide plan status and up...