Associate Account Service Representative

1 day ago

Gurgaon, India LifeWorks Full time

Build a meaningful career

At LifeWorks, we offer more than career opportunities, we provide career opportunities to make meaningful contributions to people’s lives. The extraordinary expertise of a more than 7,000-strong workforce is harnessed to support the employees and families of the organizations we serve. Our innovative programs have a lasting impact on the health, financial security and productivity of 24,000 workplaces.

The Associate Account Service Representative will play a key role in supporting Customer Success Managers (CSM’s) in responding to customer queries, preparing template renewal documents (contract or letters) running and distributing reports, system clean up and updates, and other administrative supports for CSM’s. The Associate Account Service Representative will be responsible for delivering the highest quality of service efficiently, accurately and on time.
- Prepare utilization reports according to schedule and accompanying cover letter for transmission by CSM (or ASR) to customer.
- Prepare and distribute renewal letters and contract templates.
- Support white label partner requests with updated materials, termination requests, additional covered lives, utilization reports.
- Support global customers in the event of partner changes, telephone number changes with the provision of updated promotional materials and updated information on the Lifeworks platform issuing reports to clients.
- Perform regular quality assurance checks on CSM and client data in Salesforce and updating as required to maintain data integrity and consistent quality in a call client account records.
- Package customer onboarding communications and distribute for customers who are launching the Lifeworks platform and do not have an assigned Implementation Manager.
- Gathering documents to support the investigation of biling issues, including invoices, Symphoni (case management system) set up and contracts.
- Participate in meetings and special projects with other departments as required.

Where permitted by law, LifeWorks employees must be fully immunized to access a LifeWorks office or customer premises.

Fulfilling work that matters

LifeWorks is in the business of helping organizations help their people and in the process, we strive to elevate ours. We're always looking for talented professionals and strategic leaders looking to make a difference in the lives of the people we serve. We appreciate the interest of every applicant; however, we contact only those selected for an interview.

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