Objective

The Customer Service Representative provides an excellent customer experience for potential and existing customers and identifies opportunities to cross-sell.  Assists the agency owner with attaining agency sales and service goals.

Customer Service

• Provides personalized, professional customer service experiences through building trust and developing strong customer relationships
• Responds to customer inquiries regarding coverages, billing, claims or products by following established agency processes and procedures
• Drives customer satisfaction by following the American Star best practices: Personal Insurance Review, rate revision notification and claims process
• Processes changes to existing accounts and policies
• Serves as a liaison on behalf of the customer between the agency and various business partners
• Assists customers with claims by directing them to the appropriate Claims Department contacts and resources. Follows up to ensure customer needs are addressed.

Customer Loyalty

• Manages and monitors multiple customer touch points for a continued long term relationship over the life cycle of the customer
• Partners with the Marketing & Operations to solidify the strategy that educates and sets customer expectations
• Monitors the customers’ needs to ensure that the agency exceeds their expectations
• Assists agency owner in achieving agency customer loyalty and satisfaction goals

Agency Operations

• Schedules appointments with existing or prospective customers for agency employees
• Performs daily administrative functions to assist the agency owner, office manager or sales unit manager
• Assists with set up and execution of agency events
• Assist with cash handling and banking activities

Insurance Sales

• Participates in reviews of existing coverages and may advise customers regarding policy options
• Estimates and quotes policy premiums complying with underwriting guidelines
• Identifies cross-selling opportunities during customer interactions and takes appropriate action
• Contacts appropriate business partners for guidance when needed

Education/Licenses/Designations

• Required by state statutes to have proper insurance licensing to sell, solicit or negotiate insurance products.
• Valid driver’s license required

 Role Requirements

• Demonstrated customer service experience
• Effective communication skills
• Experienced with PC software applications (Microsoft Office Suites, Internet Explorer)
• Solid knowledge and understanding of basic mathematical skills

To learn more and apply, click here.

Our STAR Program will provide a solid foundation of the tools, training, and mentorship needed to successfully launch you into the exciting, challenging, and rewarding world of ERP Software Consulting. If you enjoy analyzing business processes, implementing best practices, and solving problems, and are adept at developing and fostering strong relationships, you may have what it takes to become a trusted advisor to companies across the country, helping them to realize their true potential, transform their business, and reach their strategic goals.

The Role:

Our team of accomplished, industry experts will share their knowledge and expertise through a combination of classroom instruction, online education, hands-on demonstrations, and strategic coaching.

As a STAR Program Participant, you will be schooled in the art of ERP software implementation and master the skills needed to:

• Successfully guide customers through the software implementation process
• Deliver informative, impactful, and engaging training
• Provide timely, insightful, and outstanding post-implementation service and support

Role Responsibilities:

Upon graduating from the STAR Program, you’ll work alongside seasoned consulting professionals to hone, refine, and expand your newly acquired skills by participating in the following processes:

• Conduct in-depth discovery meetings, targeted at understanding, capturing, and identifying the complex business requirements and operational objectives of the customer.
• Produce professional documentation of current challenges, future requirements, and benefits in a manner appropriate for clients and prospective clients; create Statements of Work (SOW’s)
• Perform project scoping, planning, business process mapping, UAT testing
• Provide guidance and direction to both internal implementation team and customer implementation team as the Subject Matter Expert on the solution
• Contribute to the business development process by participating in sales calls, assisting with proposal development, and delivering presentations
• Deliver training sessions via phone, web, or in-person
• Provide prompt, courteous customer service and support

Benefits and Perks:

At Blytheco, we ask a lot from our team members, and we give back by offering:

• Competitive salary
• Employee-centric benefits package (medical, dental, vision, life insurance, 401(k), PTO, tuition reimbursement, and more)
• The chance to work with an amazing team of talented, goal-oriented people
• Our fun, playful “FISH” culture
• Business casual environment (with casual Fridays)
• Employee Recognition Programs
• More cool stuff (Fun Committee, leadership program, annual company Quest conference, trade shows, on-going training, etc.)
• That amazing feeling of satisfaction that comes from knowing that what you do truly does make a difference!

Role Requirements:  

• Skills and Experience
  • 5+ years of professional experience in accounting/finance, manufacturing, supply chain management, computer information systems or closely related field
  • Bachelor’s degree preferred. Additional job-related certifications or licenses is a plus
  • 3-5+ years of hands-on experience with ERP Software as a user and/or administrator required. Experience participating in ERP implementation projects is a plus
  • Experience as a manager, supervisor, or team leader preferred
  • Project Management or Business Analyst experience highly desired
  • Solid business acumen, with exceptional communication skills, demonstrated ability to develop relationships, strong attention to detail, and outstanding organizational/time management skills
  • Working knowledge of MS Office, Outlook, and proficiency with CRM tools
  • Availability for ad hoc travel
• Attributes
  • Exhibit a high level of energy, urgency, engagement, and accountability (“100% accountability, zero excuses”)
  • Present a polished, professional image and demeanor
  • Display leadership capabilities and a high EQ (Emotional Quotient)
  • Demonstrate ability to work well in a collaborative, team-oriented environment
  • Evince a life-long learner mindset
  • Show drive, initiative, and self-motivation

Qualifications

Behaviors

Required

• Enthusiastic: Shows intense and eager enjoyment and interest
• Team Player: Works well as a member of a group
• Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well

Preferred

• Thought Provoking: Capable of making others think deeply on a subject
• Leader: Inspires teammates to follow them
• Dedicated: Devoted to a task or purpose with loyalty or integrity

Motivations

Required

• Self-Starter: Inspired to perform without outside help
• Growth Opportunities: Inspired to perform well by the chance to take on more responsibility

Preferred

• Goal Completion: Inspired to perform well by the completion of tasks
• Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization

Education

Preferred

• Bachelors or better in Accounting or related field

Experience

Preferred

• 1-2 years: Proficiency with MS Office, Outlook and CRM tools
• 5 years: Professional experience in accounting, manufacturing, supply chain, computer information systems or closely related field

Licenses & Certifications

Preferred

• 1-2 years: Accounting CPA

To apply and learn more, click here.

The Role:

Our Business Account Manager will develop long-term relationships and partnerships with customers, becoming a trusted advisor to the C-Level Executives and Key Decision Makers of an organization. This role serves as the customer’s primary advocate, understanding the customers short-term and long-term strategic objectives through in-depth analysis and continual assessment. The Senior Account Manager will partner with internal team members to provide clients with fresh tools and robust solutions designed to help our customers plan, fully execute, and achieve their business goals.

Benefits and Perks:

At Blytheco, we ask a lot from our team members, but we give back by offering:

• Competitive compensation plan
• Employee-centric benefits package (medical, dental, vision, life insurance, 401(k), PTO, tuition reimbursement, and more)
• The chance to work with an amazing team of talented, goal-oriented people
• Our fun, playful “FISH” culture
• Employee recognition programs
• Business casual environment with casual Fridays
• More cool stuff (Fun Committee, leadership program, annual company Quest conference, trade shows, on-going training, etc.)
• That amazing feeling of satisfaction the comes from knowing that what you do truly does make a difference

Role Responsibilities:

As a Business Account Manager, you’ll meet strategic business goals with guidance from leaders and team members, experimenting, learning, and adjusting as you go, so flexibility is key. Along your journey to become a trusted advisor to our customers by building and maintaining solid relationships, you’ll be responsible for:

• Providing amazing, on-going customer service and support to our existing customer base by developing trusted, advisory partnerships with C-level executives and decision-makers across the entire organization, including finance, sales, marketing, HR, and IT
• Conducting in-depth discovery meetings, targeted at understanding, capturing, and identifying the complex business requirements and operational objectives of the customer
• Producing professional, timely, and thorough Statements of Work (SOW’s); capturing and documenting detailed customer information and notes in our CRM tool
• Driving the sales activities of ERP, CRM, and HCM software, enhancements, professional services, custom development and related products and solutions by collaborating with cross-divisional team members to delivering thought-provoking, strategic solutions that thoroughly address the needs of our customers
• Acting as internal project manager to ensure recommended solutions are delivered on-time
• Delivering weekly project management updates to internal stakeholders and executives
• Achieving (and exceeding!) monthly and quarterly sales/call/meeting quotas
• Coordinating and attending in-person meetings with customer base (overnight travel may be required)

Role Requirements:

Skills & Experience

• 1-2 years of ERP, CRM, or HCM software sales experience OR Business Analyst experience in an ERP environment
• Working understanding of business best practices across all types of industries, including manufacturing, distribution, and services
• Familiarity with project management tools and methodologies
• Exceptional verbal and written communication skills and professional presence and demeanor
• Outstanding organizational, time management, communication, and listening skills required
• Working knowledge of MS Office, Outlook, and proficiency with CRM tools
• Ability to travel, as needed

Attributes

• A passion for helping others achieve their dreams and making a difference in the lives of others (and a healthy love of software & solution sales doesn’t hurt either!)
• A competitive, entrepreneurial spirit, fueled by drive, determination, and self-motivation
• An innate curiosity, combined with a thirst for knowledge & a creative mind, that will allow you to provide complex solutions to complex customer challenges
• A high level of personal and professional accountability (“100% accountability, zero excuses”)
• A strong desire to succeed (genuinely ‘allergic’ to failure)
• Ability to function in collaborative, team-oriented, matrix environment, and build strong relationships with managers, co-workers, clients, vendors, and internal customers
• Oh-so-positive attitude, super-high energy, and off-the-charts enthusiasm!

Qualifications

Behaviors

Required

• Team Player: Works well as a member of a group
• Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
• Dedicated: Devoted to a task or purpose with loyalty or integrity

Preferred

• Innovative: Consistently introduces new ideas and demonstrates original thinking

Motivations

Preferred

• Growth Opportunities: Inspired to perform well by the chance to take on more responsibility
• Financial: Inspired to perform well by monetary reimbursement
• Entrepreneurial Spirit: Inspired to perform well by an ability to drive new ventures within the business

Experience

Required

• 1-2 years: 1-2+ years of software account management experience (ERP strongly preferred)

Preferred

• 1-2 years: Working knowledge of MS Office and CRM tools

To apply and learn more, click here.