Account Success Associate - Bilingual/Spanish (Hybrid)

National Guardian Life Insurance Company

Job Location:

Madison - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

We are adding a Bilingual (Spanish) Account Success Associate to our team!

Who We Are:

Since 1909 National Guardian Life Insurance Company (NGL) has been one of Americas most successful and highly rated independent life insurance companies. We specialize in a suite of innovative products for lifes journey giving people the financial stability careful guidance and peace of mind to lead a life filled with confidence dignity and grace.

NGLs Core Values integrity dependability collaboration compassion and growth are a foundation of our company and help to build on the interactions we have with our policyholders partners funeral homes and each other. We believe in creating an inclusive welcoming environment for all where diversity is celebrated and everyone is encouraged to live their best most authentic self. We offerEmployee Resource Groups for employees to get involved learn network and offer professional and personal development opportunities.

With over 100 years of experience our passion is to serve people.Learn more.

A Day in the Life:

The Account Success Associate (ASA) is the main point of contact for large funeral home accounts that require more dedicated and personalized service. This position establishes meetings with accounts to identify and share updates and provide training when necessary. Additional responsibilities include acting as the designated backup to key account specialists focusing on improvements and ensuring reoccurring issues are addressed and resolved. This position supports and collaborates closely with Sales while serving in an operations this role work is performed under minimal supervision.

Primary Responsibilities:

Act as one of the primary communicators in partnership with Sales to the assigned account concerning issues related to operations including onboarding implementation training adoption retention and satisfaction.
Establish relationships as a trusted and strategic advisor to help ensure the continued value of our products and services.
Develop and maintain customer-success strategies and best practices as well as customer-support content with help from the creative team.
Communicate effectively with both internal and external managers to better understand customer needs maximize retention and growth and share learnings.
Maintain existing customer-success metrics and data as directed.
Serve as day-to-day contact for assigned accounts building trust and rapport while identifying areas of opportunity highlighting best practices and documenting.
Review the customer journey determine how its supported and use a consultative approach to help clients overcome issues and achieve their goals.
Facilitate interaction and workflow among project team members including third-party service providers to ensure timely deliverables.
Collaborate problem-solve and/or strategize with team members on upcoming client meetings.
Work on process improvements to enhance the customer experience and reduce inefficiencies that impact agents and partner accounts.
Deliver top notch customer service in all interactions both internal and external.
Work on department metrics trend analysis and scorecards that help gauge the customer.

Schedule:
This is full-time hourly position. Employees have the flexibility to work any of our 8-hour shift schedules during our normal business hours Monday - Friday. Hybrid schedule with minimum of two days in the office; or as needed for department coverage.

Essential to Your Success:

Excellent verbal written and interpersonal communication skills
Demonstrated strategic planning and project management skills
Analytical and process-oriented mindset
Ability to work effectively across multiple departments in a deadline-driven environment
Active team player and self-starter with the ability to quickly adjust priorities and adapt
General knowledge of Salesforce and project management tools
Experience in event planning

Education Requirements:

Preferred: Bachelors Degree in Marketing Business Communication or related field preferred.

Years of Experience:

Required:A minimum of 3 to 5 years of experience in communications marketing sales account management or customer service.

What We Offer:

At NGL we provide a comprehensive Total Rewards package that includes competitive base pay and benefits designed to offer solutions to help meet your unique life needs.

Benefits:

20 days of Paid Time Off growing to 25 days after 5 years
11 Paid Holidays (10 company holidays and 1 personal holiday of your choice)
Health care dental and vision plans
Up to $1500 (Family) or $1000 (Single) annually towards a Health Savings Account
Annual bonus based on company performance
Paid Parental Leave
401(k) match up to 9%
Paid Sabbatical after 8 years
Paid Volunteer Time
Education Assistance Program
Employee Recognition Program
And much more!

Click hereto learn more about our comprehensive Total Rewards program.

NGL is committed to creating a diverse environment and is an Equal Opportunity Employer. Qualified applicants will be considered for employment without regard to race color creed religion national origin ancestry citizenship status age disability sex or gender (including pregnancy childbirth and related medical conditions) gender identity or gender expression (including transgender status) sexual orientation marital status military service and veteran status physical or mental disability protected medical condition as defined by applicable state or local law genetic information or any other characteristic protected by applicable federal state or local laws.

NGL is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation please contact.

Required Experience:

Manager

We are adding a Bilingual (Spanish) Account Success Associate to our team!Who We Are:Since 1909 National Guardian Life Insurance Company (NGL) has been one of Americas most successful and highly rated independent life insurance companies. We specialize in a suite of innovative products for lifes jou...