
National Accounts Coach, Client Services
Posted Aug 5

Posted Aug 5
This is a fully remote position, open to applicants in Pennsylvania.
• Support the Client Service management team
• Offer additional support to client service associates through direct coaching, continuous training, and development initiatives
• Co-facilitate onboarding and ongoing training sessions
• Foster and sustain effective partnerships and client relationships
• Develop and implement personalized training plans for underperforming client service team members
• Conduct side-by-side evaluations of associate calls and assess emails, portals, cases, and overall performance
• Deliver real-time coaching and development to associates
• Engage in recruitment efforts and assist with interviewing candidates
• Lead recognition initiatives and coordinate center activities
• Aid in ensuring sensitivity, appropriate routing, and responsiveness to customer needs
• Complete assigned weekly calls, emails, and cases for review
• Conduct weekly one-on-one coaching sessions with designated colleagues
• Remain accessible to support team chats and respond to incoming inquiries during periods of high SLA demand
• At least six months of experience in a client service role
• Outstanding written and verbal communication skills
• Strong familiarity with National Accounts
• Previous experience in a leadership role is advantageous
• Ability to handle multiple tasks in a dynamic environment
• Basic knowledge of Google, Salesforce, and NA systems
• Excellent organizational abilities
• Self-driven and proactive
• Capability to coach and mentor others
• Results-oriented mindset
• Exceptional organizational and leadership capabilities
• Proven leadership experience at all levels
• Professional and positive demeanor
• Ability to perform well under pressure
• Strong presentation skills
• Effective time management skills
• Strong work ethic
• Good judgment
• Attention to detail
• Highest standards of integrity
• Ability to cultivate lasting, trusting relationships with key stakeholders
• High School Diploma
• Benefits commence on Day 1 for full-time employees
• Competitive salary
• Performance incentives available for many positions
• Various pathways for career advancement
• Comprehensive training and development programs
• Tuition reimbursement for full-time employees
• Medical, dental, vision, disability, and life insurance coverage
• 401(k) retirement plan with company matching
• Paid vacation and sick leave
• Company-paid holidays and floating holidays
• Emphasis on health, safety, and flexibility
Everence Financial
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