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TruStage

Confidence at every stage

Service Consultant

ConsultantConsultantFull TimeRemoteMid LevelTeam 1,001-5,000Since CUNA Mutual Group, which was founded in 1935H1B No SponsorCompany SiteLinkedIn

Location

Remote

Posted

51 days ago

Salary

$83.1K - $124.7K / year

Seniority

Mid Level

No structured requirement data.

Job Description

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

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