Account Services Representative - Ottawa, Canada - LifeWorks

LifeWorks
LifeWorks
Verified Company
Ottawa, Canada

1 week ago

Sophia Lee

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Sophia Lee

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Description
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.


LifeWorks supports the total health and well-being of over 35 million lives worldwide with our clinical expertise, global presence and digital well-being platform offered by our Integrated Health Solutions.

We empower healthier, happier, and more productive employees by combining our award-winning Employee Assistance Program with proactive wellness solutions in a digital ecosystem that helps them prevent and manage issues and concerns about family, health, life, money, and work.


As a Global Employee Engagement Platform serving tens of thousands of companies and millions of employees worldwide, our Integrated Health Solutions use innovative technology and mobile-first user experience to deliver a Total Wellbeing Solution that people and companies love to use.

Our employees have access to the same high-quality well-being support and resources provided to our customers.

We pride ourselves on providing a work environment that inspires innovation, connection and collaboration while also supporting your growth and development both personally and professionally.

We value difference-makers, and individuals and teams who bring high energy, passion, and a relentless commitment to excellence to their roles.

Summary


The Account Service Representative is responsible for servicing a specific client block; providing excellent customer service and completing administrative tasks within their book of business.

They are required to liaise with other internal departments to complete tasks, update systems, produce and maintain reports and manage day to day client related administrative requests.


Responsibilities:


  • Respond to client inquiries & service requests pertaining to their programs and services
  • Responsible for the execution of client contracts and programs
  • Responsible for program governance including review of internal reporting and identification of issues
  • Overseeing billing inquiries (review and resolution)
  • Issuing reports to clients
  • Managing the renewal process with appropriate internal teams
  • Responsible for client support, annual planning preparation and meetings where appropriate
  • Responsible for execution of manager and employee orientations (delivered telephonically or by webinar) where appropriate, as well as followup on trauma, work place training initiatives etc.
  • Act as a liaison with internal departments to resolve issues that may arise with clients
  • Managing and coordinating Quality Assurance Reviews
  • Follow up on manager consultations
  • Responsible for updating and utilizing the CRM (Customer Relationship Management) system
Succeeding as an Account Service Representative will require the following core qualifications and skills:

  • University degree in Business or a related field, or equivalent work experience
  • 3 years of experience in an administrative and/or account management role
  • Proficient in the use of Microsoft office suite (word, excel, power point, etc)
  • Prior experience in HR, Wellness, and/or EAP considered an asset
  • Ability/potential to manage a book of business independently
  • Ability/potential to identify and uncover business opportunities
  • Proven ability to respond in a timely and strategic manner to the day to day requirements of our clients
  • Strong problem solving skills
  • Strong organizational, analytical, Project Management skills and time management skills
  • Exceptional written and verbal communication skills
  • Bilingual proficiency in English and French is a considerable asset
LI-Remote
LI-SG1

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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