The Client Accounts Representative provides excellent customer service, completing revenue generating tasks while maintaining the integrity of Inmar’s major databases and programming. The ideal candidate will exhibit initiative to evolve personally and within Inmar’s organization. They will display self-control under stressful circumstances and collaborate effectively with their direct and indirect teams.

Primary Accountabilities: 

Operational  (60%)

• Responds to client inquiries on a daily basis – telephone and/or email messages


• Completes weekly and monthly reporting based on client needs – including weekly billing and month-end reporting


• Updates and maintains client database structure


• Provide support to the Account Executive in the way of reporting for client meetings, business reviews, and contract negotiations


• Researches client deductions and provides backup reporting as needed


• Completes onboarding process as well as conversions or de-conversions as needed


• Revenue generating activities including, but not limited to, referrals and customized/in depth reporting.


• Assist in the maintenance of timely payments from clients and recover those accounts from being on hold.


• Maintains client files with AS400.

Technical (30%)

• Trains client contacts on the Inmar internal applications


• Creates ad-hoc reporting upon requests

Influence (10%)

• Collaborate with other departments as needed for research or to resolve issues or answer questions

Requirements:

• Associate’s Degree


• 0-2  years of related work experience working directly with clients


• Intermediate to advanced level of experience in Excel and Google Suite.


• Proficient with Microsoft Office

Individual Competencies:

• Problem Solving: Gathers and analyzes information to generate and evaluate potential solutions to problems, issues and challenges while weighing the accuracy and relevance of the facts, data and information.


• Establish Focus: The ability to develop and communicate goals in support of the business' mission.


• Analytical and Critical Thinking: Ability to tackle a problem by using a logical, systematic, sequential approach.


• Communication: Giving and receiving messages and information in written, oral, and visual formats in a clear and concise way for a complete understanding of meaning and intent.


• Collaboration: Works collaboratively with others to achieve group goals and objectives.


• Effective Execution: Translates broad conceptual understanding of the company's strategy into a tactical plan of how it will happen including who will take on which tasks in what sequence, how long those tasks will take, how much the tasks cost, and how each task affects subsequent activities.

Key Performance Metrics (KPIs):

• KPI 1: Meet or Exceed company-established client satisfaction rating


• KPI 2: Contribute cost-saving ideas to assist with meeting company-defined goals


• KPI 3: Generate referrals for new expansion revenue goals

The physical demands described here are representative of those that must be met by an associate to successfully perform the major job responsibilities (essential functions) of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the major job responsibilities. This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job.

While performing the duties of this job, the associate is: 

Regularly required to use hands to finger, handle or feel objects, tools or controls, and reach with hands or arms.
Regularly required to talk or hear and read instructions on a computer monitor and/or printed on paper.
Occasionally required to stand, kneel or stoop, and lift and/or move up to ## pounds.
Regularly required to view items at an extremely close range and must be able to adjust and readjust focus.
Occasionally: Job requires this activity up to 33% of the time

Frequently: Job requires this activity between 33% - 66% of the time

Regularly: Job requires this activity more than 66% of the time

Safety:

Support a safe work environment by following safety rules and regulations and reporting all safety hazards.
As an Inmar Associate, you:

Put clients first and consistently display a positive attitude and behaviors that demonstrate an awareness and willingness to listen and respond to clients in order to meet their short-term and long-term needs, requirements and exceed their expectations.
Treat clients and teammates with courtesy, consideration and tact; you also have the ability to perceive the needs of internal and external clients and communicate effectively with the objective of delighting and retaining the client.
Build collaborative relationships and work cooperatively with others, inside and outside the organization, to accomplish objectives, develop and maintain mutually-beneficial partnerships, leverage information and achieve results.
Set and attain achievable, yet aggressive, goals with a sense of urgency and accountability.
Understand that results are important and focus on turning mission into action to achieve results following the principles of Flawless Execution while consistently complying with quality, service and productivity standards to meet deadlines and exceed expectations by giving our clients the best possible outcomes.