Account Manager

Job Description & Specifc Duties:

The focus of the Account Manager role will be to provide leadership, business development and support to our small and mid-size clients and payrolled workers.  Employee is expected to spend 50% of working time in the field visiting clients, meeting with new and existing payrolled workers and the balance of working time in the office creating reports, presentations, operating documents, performing administrative tasks, etc.

Specific duties and responsibilities of this position include but are not limited to:

Account Management:

• Establish and maintain new client relationships.
• Generate new business opportunities at existing clients.
• Manage multiple small/mid-size clients.
• Prepare client and company reports using Excel and other applications.
• Prepare client presentations and materials using Power Point, Visio and others applications.
• Prepare client quality review materials.
• Participate or lead client quality reviews.
• Participate or lead client implementations.
• Assist in the documentation of client services process, policy and procedure.
• Prepare and maintain client process and procedures manual for each client.
• Prepare new worker sign-up packets.
• Travel to client locations to sign-up new workers, conduct client orientations, facilitate background checks and build relationships.
• Assist the compliance team in obtaining required documentation from Independent Contractors.
• Manage payrolled worker weekly time reporting.
• Respond to all client/worker inquiries, issues.
• Act as the single point of contact with corporate services to resolve worker/client issues related to Payroll, HR, Safety and Benefits.
• Train other employees.

Cultural:

• Maintain and reinforce our Company values of Deliver Our Best, Commitment, Creativity, Integrity and Communication.
• Possess a passion for the Payroll & 1099 Compliance business and for learning the businesses of our clients.
• Maintain effective decision making abilities, accepting responsibility for actions.
• Develop strong relationships with staff, clients and workers.
• Maintain a sense of Team – with the overall assumption that each person has an important contribution to the whole team.
• Continually strive for new education and training to further personal and business development.

Work Characteristics:

• Maintain a “do whatever it takes” attitude to satisfy the client.
• Have confidence in the team to turn over responsibilities.
• Maintain a sense of urgency.
• Make decisions with diplomacy and with the ability to “think on your feet”.
• Handle multiple tasks simultaneously.
• Document/maintain information effectively through efficient utilization of the computerized database.
• Maintain effective problem analysis and problem resolution skills at both a strategic and functional level
• Think strategically to develop long-range business plans and strategies.
• Engage in unique activities to further the careers of staff (e.g. assisting staff members with the completion of a certificate course, making concessions to allow persons to attend classes to further their career, informing staff of the Company’s tuition reimbursement program, creating unique work schedules to accommodate employee’s request, etc.
• Conduct activities to enrich the work life of staff and team members (once per year for each staff member).
• Engage in unique activities to attract talented people, personally introducing talent to other division Managers for current or future positions.
• Engage in activities to contribute to the overall success of the Company (i.e., creative cost savings plans, liability reduction and avoidance, loss/risk avoidance and containment, diffusing volatile situations, uncovering unknown opportunities, identifying trouble spots prior to becoming a problem, etc.).
• Continually meet or exceed expectations.

Required Experience:

• 2+ years minimum experience in customer service or account management.
• Ability to operate autonomously.
• Travel up to 40% of the time.
• Experienced presenter.
• Excellent written and oral communication skills.

Please e-mail your resumes to: eperryman@eplicaservices.com