[Hiring] Service Consultant @TruStage

Role Description

This position is responsible for successful account level service support, including:

• Proposals
• RFP responses
• Billing issues
• Contact accuracy
• Competitor data updates in Salesforce
• Overall service support for sales teams and their assigned credit union partners

This role is assigned accounts in the National segment.

Job Responsibilities

• Work in collaboration with account team to address service needs and guidance on deliverables to the credit union.
• Act as a resource to Sales Partner and Account Consultant within territory.
• Assist the Sales Partner and Account Consultant with preparation of reports and compilation of data to proactively manage account relationship and performance.
• Establish a strong working relationship with sales account team members and associates at internal business partners.
• Support the sales team with development of RFP responses, reports, sales aids and tools, escalation calls, and implementation activities.
• Drive account issue resolution as necessary and monitor satisfaction through proactive follow-up.
• Ensure successful execution against established sales/service standards.
• Work closely with Sales Partner and Account Consultant to monitor dates of sales agreements.
• Ensure systems are up-to-date with competitor and key contract data.
• Foster teamwork and culture that accepts and responds rapidly to change.
• Use knowledge of organization to research credit union and account team needs.
• Maintain an understanding and relationship with organizations and associations that support the product and service needs of credit union customers.
• The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

Qualifications

• Bachelor's degree in Marketing, Business Administration, Insurance or related field or an equivalent trade-off of related professional work experience.
• 3-5 years successful customer care or sales/retention experience, preferably within the financial services industry.
• Demonstrated knowledge of CUNA Mutual Group products and services.
• Ability to manage multiple priorities, plan projects and maintain deadlines with strong organizational skills.
• Ability to navigate the organization and respond quickly to account team and credit unions.
• Demonstrated effective communication, interpersonal, relationship building, problem-solving skills, and customer service skills.
• Demonstrated strong skills for collaboration and teamwork.
• Demonstrated ability to integrate computer technology into customer service activities.
• Life and Health Insurance and P&C Licenses (must possess or obtain within 90 days).
• Ability and willingness to travel 5-10% of the time.

Benefits

• Base Salary Range: $83,100.00 - $124,700.00
• Medical, dental, vision
• Employee assistance program
• Life insurance
• Disability plans
• Parental leave
• Paid time off
• 401k
• Tuition reimbursement
• Flexible workplace that allows for work-life balance
• Annual incentive (bonus) plan