Account Specialist
On-siteMontgomery, Alabama, United States
Job Summary
Conduct high-volume proactive outreach via phone, text, and email to manage a dedicated client portfolio, ensuring consistent engagement and retention. Monitor accounts, process inquiries, and maintain accurate CRM data while acting as the initial point of contact for client issues. Document and route complex problems to internal teams as needed. Track daily communication metrics and report on account health and engagement levels. Requires a minimum of 30 outbound calls daily and proficiency with CRM and messaging tools. Full-time role with dental, health, and vision insurance, plus paid time off and vacation. Schedule includes five days a week with two days off, except during tax season.
Required Qualifications
- Exceptional ability to convey information clearly and professionally through phone calls, text, and email
- Demonstrated ability to meet daily call quotas and manage a large volume of digital correspondence
- A genuine passion for helping clients and building long-term, trusting relationships
- Proficiency with CRM software, email platforms, and professional messaging applications
- Highly organized, detail-oriented, and capable of prioritizing tasks in a fast-paced environment
- 5 days a week (Closed Sunday's), 2 days off - Except During Tax Season
Desired Qualifications
- Exceptional ability to convey information clearly and professionally through phone calls, text, and email
- Demonstrated ability to meet daily call quotas and manage a large volume of digital correspondence
- A genuine passion for helping clients and building long-term, trusting relationships
- Proficiency with CRM software, email platforms, and professional messaging applications
- Highly organized, detail-oriented, and capable of prioritizing tasks in a fast-paced environment
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