Customer Relationship AssociateVirtualVocations • Montgomery, Alabama, United States
Customer Relationship Associate
VirtualVocations • Montgomery, Alabama, United States
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A company is looking for a Customer Relationship Associate to join their Client Services team.
Key Responsibilities
Prepare and conduct regular client meetings, including presentations and business reviews
Review client dashboards for usability and generate insights on model results
Document call notes in Salesforce and manage action items with clients
Qualifications
3+ years of experience in a customer-facing role within the insurance industry, preferably health insurance
Highly organized with the ability to meet time-sensitive objectives
Proficient in PowerPoint and experienced in creating professional presentations
CRM experience, particularly with Salesforce, is strongly preferred
Experience with SaaS products is a plus
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Relationship Associate • Montgomery, Alabama, United States
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