Account Management Specialist

Job Description

Employee Recognition and Rewards

Anniversary Gifts, Annual Appraisal, Employee Recognition Program

Insurance Health & Wellness

HMO

Key Responsibilities

• Builds business relationships with members.
• Records notes of every call in the CRM accurately.
• Educates members on how to apply the business process to their specific business situation.
• Assists members to trade with each other.
• Learn and understand the cost of trade.
• Collects fees.
• Administrations of member accounts.
• Enforcements of Trading Rules and Regulations proactively.
• Handles client inquiries efficiently and effectively.
• Promotes and explains Trading Tips to members to help them trade.
• Suggests advertising campaigns, special offers, and promotions.
• Works with the Marketing Department to create artwork and promotions.
• Assists wit...