The Account Specialist will act as a key point of contact supporting clients alongside the Client Services team to drive satisfaction and retention, providing necessary administrative and operational support. This role involves collaborating internally and with TPA partners to resolve client issues, generate reports, and potentially participate in client-facing events like benefit fairs and enrollment meetings.

We are seeking a Customer Relationship Coordinator who enjoys building positive connections with clients while helping organize personalized services. This role involves managing communication, coordinating details, and ensuring every client interaction is handled with profession...

This role serves as the first point of contact for prospective clients, guiding them from initial inquiry through onboarding by conducting intake screenings and scheduling consultations. Responsibilities also include maintaining client relationships through check-in calls and managing all related documentation and CRM updates.

The Associate Client Relationship Manager acts as the primary customer contact for Workiva Managed Services, overseeing activities from onboarding through support and project completion. This role involves executing onboarding plans, ensuring document accuracy, resolving moderate customer issues, and training clients on the Workiva platform.