Service Representative

Position Title

Service Representative



Reports To

Director of Client Management

Job Status

Full Time

Position Purpose

Do you love to innovate? Are you interested in being part of a forward-thinking organization on the cusp of affecting great change in an old school industry? Are you driven by the art of negotiation and the satisfaction of closing the  ? If so, we are looking for a person like you. Service Representative responsibilities include assisting the Account Managers with daily activities including running reporting and providing updates to our clients on a weekly/monthly basis. Service Representatives are also the liaise between the Account Managers and cross-functional internal teams to ensure the timely and successful delivery of our solutions according to customer needs.  Must be very comfortable with creating relationships with the Account Managers to create a collaborate work environment to ensure favorable relationships with clients.

Requires a bachelor’s degree in area of specialty and at least 2 years of experience in the field or in a related area. Familiar employer self-funded health insurance and stop loss insurance concepts, practices and procedures. Rely on extensive experience and judgment to plan and accomplish goals. Performs a variety of tasks that involve technological aptitude.  A wide degree of creativity and latitude is expected. Typically reports to head of a unit/department.


Primary Responsibilities

  • Assist the Account Manager with daily functions such as reporting, entering data into Quote-LinQ, Smart-LinQ and Salesforce
  • Creating and auditing procedures and training documents
  • Develop a trusted relationship with the Account Managers to ensure successful client relationships
  • Ensure the timely and successful delivery of our solutions according to customer needs and objectives
  • Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations
  • Enhance department and organization’s reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments
  • Responsible for keeping Account Managers current with day-to-day responsibilities and delivering exceptional client service
  • Monitor and analyze customer’s usage of our product

Required Qualifications

  • Proven account management or other relevant experience
  • Experience in delivering client-focused solutions based on customer needs
  • Proven ability to manage multiple projects at a time while paying strict attention to detail
  • Excellent listening, verbal and written communication skills
  • Bachelor’s Degree in appropriate field of study or equivalent work experience
  • 2+ years of marketing experience with agency orTPA background desirable
  • Deep digital understanding
  • Self-motivated and able to thrive in a results-driven environment
  • Natural relationship builder with integrity, reliability and maturity
  • Ability to prioritize among competing tasks
  • Critical thinking and problem-solving skills
  • Ability to learn new software products quickly and own the learning process
  • Understanding of website development, marketing, measurement and analytics, content management, digital marketing and internet technology
  • Excellent time and project management skills. You’re always looking to improve inefficient processes
  • Keen attention to detail and adherence to deadlines
  • Expert at Microsoft Office Suite, Google Apps, Salesforce, Online meeting software and help desk support software

Preferred Qualifications

  • Teamwork
  • Planning
  • Build Relationships
  • People Skills
  • Initiative
  • Customer Focus
  • Emphasize Excellence
  • Manage Multiple Projects
  • Attention to Detail

Ringmaster is an Equal opportunity employer and does not discriminate in employment on the basis of race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics