Senior Customer Account Specialist

This is a fully remote position, open to applicants in South Carolina.

📋 Description

• Establish, cultivate, and sustain mutually beneficial relationships with designated Specialty Markets clients.

• Deliver first-tier/routine to second-tier/complex customer service.

• Assess customer needs, identify issues, research concerns, and propose solutions.

• Conduct trend analysis of issues and market conditions to inform product, policy, and process modifications.

• Visit client locations and offices for customer engagement, service, public relations, training, and retention purposes.

• Collaborate with the sales team by providing insights and recommendations regarding customer requirements.

• Install equipment, hardware, and software.

• Deliver customer training and product demonstrations, including tailored presentations and delivery.

• Act as a liaison with offshore customer service operations, offering training and second-tier support.

• Suggest process improvements, product upgrades, and software modifications; test alpha software and provide feedback.

• Offer technical assistance by analyzing customer systems, troubleshooting issues, coordinating resolutions, and resolving problems.

• Engage in sales activities, including recommending and finalizing sales enhancements/add-ons, facilitating customer sign-ups/set-ups, qualifying customers, providing pricing options, coordinating contracts, aiding deal closure, and participating in trade shows.

⛳️ Requirements

• Bachelor's degree or an equivalent combination of education and experience.

• 5-7 years of directly relevant work experience.

• Experience in the mortgage or insurance industry is preferred.

• Proficiency in Microsoft Word, Outlook, Excel, Access, PowerPoint, and Internet Explorer.

• Capability to learn custom applications such as Siebel, SWAN, PTS, and A/R.

• Exceptional verbal and written communication skills.

🏝️ Benefits

• Medical insurance.

• Dental insurance.

• Vision insurance.

• 401k.

• PTO/paid sick leave.

• Employee stock purchase plan.

• Inclusive workplace culture.

• Equal opportunity employment.