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Client Relations Account Rep
Client Relations Account Rep-March 2024
Winston Salem
Mar 20, 2025
ABOUT NTT DATA SERVICES
NTT DATA Services is a top global IT services provider with 130,000+ employees in more than 50 countries.
10,000+ employees
Consulting, Technology
VIEW COMPANY PROFILE >>
About Client Relations Account Rep

  TYPE: direct hire

  PAY: $23.50-$24.50/hour

  HOURS: 37.5 hours/week Monday through Friday

  LOCATION: 100% remote

  MUST-HAVEs:

  -2 years benefits or HR exp. Ex: need to know what a deductible is

  -2 years office experience, anywhere (Just not fresh out of college)

  -advanced level Excel skills

  -analytical mindset. Be able to pick up if something is not looking right - not just plugging in numbers.

  JOB DESCRIPTION:

  Client Benefit Services, LLC

  Job Description

  Title: Client Services Account Representative

  FLSA Status: Non Exempt (Hourly)

  Schedule: 37.5 hours Monday through Friday

  Reports to: Manager, Client Relations

  Department: Client Relations

  Employment Status: Full Time

  Supervisory Responsibilities: No

  Date Created/Last Evaluated: Nov 2023

  Summary This position will provide administrative support to the VP of Sales, Regional Sales Directors, Client Relations Directors, and Manager, Client Relations. The primary responsibilities of this position will be gathering data and developing financial quotes and presentations for contract renewals and for prospective clients. This position also will track policy documents and contracts as well as generate reports on an as-needed basis. Responsible for monthly reports for all clients.

  Qualification Requirements To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  Minimum Qualifications

  • High School graduate

  • Stop Loss experience

  • 2 years of related experience, may train the proper candidate

  Knowledge, Skills and Abilities

  • Knowledge of employee benefits and/or stop loss

  • Must have extensive knowledge and proficient use of Excel (pivot tables, vlookup, formulas)

  • Must have an analytical mindset - ability to analyze reports, proposals, etc

  • Work independently with minimal supervision

  • Ability to communicate effectively with others using spoken and written communications

  • Capable to take care of the customers' needs while following company procedures.

  • Strong attention to the minute details

  • Must be able to get along well with a variety of personalities and individuals.

  Essential Functions

  • Prepares a Request for Proposal (RFP) to send to underwriters for financial terms of new business and renewal business

  • Gathers information from service consultants, brokers, carriers and other appropriate vendors to complete calculation sheets for new business and renewals.

  • Communicates with consultants, carriers, vendors, and preferred provider organizations insure deadlines are met

  • Reviews quotes sent by the carriers for accuracy.

  • Cross trains on reports.

  • Prepares, reviews and distributes periodic reports to clients.

  Physical Demands While performing the duties of this job, the employee is regularly required to talk or hear. This is largely a sedentary role.

  Work Environment This job is a remote work-from-home position. Local candidates may also work at the corporate office, occasionally.

  The Company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the Company reserves the right to change this job description and/or assign tasks for the employee to perform, as the Company may deem appropriate.

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