Account Executive – Virtual Position Available In Manatee, Florida
Tallo's Job Summary: The Account Executive - Virtual position based in Bradenton, FL offers a full-time role with annual benefits including 401k, dental, life, medical, and vision insurance. CoAdvantage seeks professionals with 4+ years of account management experience, strong communication skills, and the ability to handle client relationships effectively. This role involves managing client accounts, ensuring client satisfaction, and collaborating with internal teams to deliver solutions. Preferred qualifications include experience in benefit plans, PEO, and bilingual proficiency.
Job Description
Account Executive – Virtual Bradenton, FL (Fully remote) Full-Time
Annually
401k,
Dental Insurance, Life Insurance, Medical Insurance, Vision CoAd Summary:
CoAdvantage is a leading human resource solutions provider for small to mid-sized companies. We are HR experts who partner with small businesses nationwide to administer payroll, benefits, workers’ compensation and core HR management. Headquartered in Bradenton, Florida, CoAdvantage has offices throughout Florida, Georgia, Alabama, Texas, Oklahoma, Colorado, California, North Carolina, New Jersey and New York, and serves more than 100,000 worksite employees in all 50 states. We’re looking for the best professionals in our markets who are interested in building a successful and rewarding career and be part of a focused, energetic team dedicated to delivering excellence to America’s small business owners.
Position Summary:
The Account Executive is responsible for delivering high-touch account management services to a portfolio of clients. The Account Executive, through proactive business consultation will ensure high client satisfaction and high client retention.
Essential Job Functions:
Serves as the lead point of contact for all client account management matters
Develops trusted advisor relationships with assigned account contacts including client stakeholders and executive sponsors
Ensures timely and successful delivery of CoAdvantage solutions according to client needs and objectives
Clearly communicates the progress of initiatives to internal and external stakeholders
Collaborates with various internal departments to ensure client requests are fulfilled timely
Assists with challenging client requests or issue escalations as needed
Provide clients with general HR support through use of internal tools and consulting with fellow AE team members Documents activities, cases, and other information in company technology in a timely manner as per company guidelines
Displays excellent attention to detail when working on assignments, tasks or projects with internal and external customers
Develops a deep understanding of CoAdvantage’s business goals in order to build a strong consultative relationship with assigned client groups
Demonstrates excellent customer service and thorough knowledge of all CoAdvantage products and services to rescue and retain clients
Manages annual open enrollment process for assigned group of clients
Negotiates service fees, in conjunction with finance, to retain clients
Assists sales team on calls when necessary to discuss account management routines, HR capabilities, implementation, general operational items, benefits, and general service.
Identify upselling and cross-selling opportunities to expand available CoAdvantage services Maintain team utilized intra-departmental resource sites
Mentor and train new and existing team members on internal process/system/departmental functions
Performs other duties as assigned
Required Skills and Experience:
4+ years account management experience either in consulting or corporate environment and/or in a relationship building role
Demonstrate the ability to communicate, present and influence key stakeholders at all levels of an organization, including executive and C-level
Strong business acumen with the ability to think strategically and to understand a client’s underlying business and organizational issues
Strong service orientation with the ability to have difficult client conversations
Ability to prioritize and complete tasks
Must have a high sense of urgency with internal and external clients
Must have strong employee relation experience
Must have excellent organizational skills with a focus on time management
Must have strong experience in presentations and training
Excellent oral/written communication and listening skills
Must be able to deal with ambiguity, operate at a fast pace and cope with change
Strategic mindset with the ability and willingness to be hands-on
Experience in a client service environment, handling multiple external clients
Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook) required
Bi-lingual (English/Spanish) a plus (reading, writing and speaking)
Preferred experience in benefit plans and open enrollment
General knowledge of PEO and common applications is preferred
Educational and Professional Licensing or Certification Requirements:
Preferred Professional Employer Organization (PEO) experience
Must have high school diploma or GED