EAP Account Management & Client Services Coordinator

Job Description:

This position will support the Business Development and Client Services Manager in all account management and client services related functions as requested. Duties include supporting current and new client companies in all account management and business development functions. The position effectively communicates with all EAP staff in support of client and program needs and expectations; supports creation, revision and execution of annual account management plan. Provides general ad hoc support to Manager as directed; willingness to assist in any necessary duties to help meet department objectives.

Position Details:

This role will work Monday-Friday, during regular business hours. This is a remote position.

Essential Functions

• Ability to develop and maintain excellent relationships with current and new clients and the broker community
• Contract renewal, client onboarding, onsite and virtual promotion of program, client billing, relationship management with key stakeholders.  
• New business generation, communication with team members, supporting creation, revision, and execution of annual account management plan, RFPs, complaint response, and proactive program innovations.
• Maintaining internal business development related reports, creation/maintenance of all marketing and promotional related materials and platforms
• Data tracking, utilization reporting, data analysis, data patterns and forecasting
• General ad hoc support to manager as directed, willingness to assist in any necessary duties to help meet department objectives

Skills

• Account Management
• Business Development
• Client Relationship Management
• Analytical Problem Solving
• Oral and Written Communication
• Client-facing Presentation
• RFP and Sales Process
• Data Analysis and Reporting
• Marketing Content and Promotion
• Interpersonal Communication

Qualifications

• Experience in marketing, promotion, account management, or related field 
• Project/process management experience.  
• Proficiency in Microsoft Office. Strong computer skills and written and verbal communication skills.
• Willingness to travel in support of accounts; have own car and car insurance

Preferred Qualifications

• Bachelor’s degree
• EAP experience
• Experience within a healthcare setting
• Experience with website design and maintenance
• Experience using CRM and generating reports

Physical Requirements:

Physical Requirements

•  Ongoing need for employee to see and read information, labels, documents, monitors, identify equipment and supplies, and be able to assess customer needs.
• Frequent interactions with providers, colleagues, customers, patients/clients and visitors that require employee to verbally communicate as well as hear and understand spoken information, needs, and issues quickly and accurately.
• Manual dexterity of hands and fingers to manipulate complex and delicate supplies and equipment with precision and accuracy. This includes frequent computer use for typing, accessing needed information, etc.
• For roles requiring driving: Expected to drive a vehicle which requires sitting, seeing …