Service Consultant, National Accounts (Eastern or Central Time Zone)

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose This position is responsible for successful account level service support, including proposals, RFP responses, billing issues, contact accuracy, competitor data updates in salesforce and 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 what is needed from a deliverable 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 . Job Requirements

• 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.

#Remote If you’re ready to help make a difference, apply today. A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool. This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward. Candidates may choose to opt out of this process. Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status. Base Salary Range $83,100.00 - $124,700.00 At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize Apply tot his job Apply To this Job