Support Account Executives with incoming inquiries from existing clients and brokers
Gather critical information, assess inquiry complexity, and determine processing or escalation
Interact professionally, set expectations on timelines, and provide status updates to clients and Account Executives
Leverage internal resources and use independent judgment to resolve complex client inquiries
Manage and monitor requests within internal systems and refer changes to appropriate support teams while maintaining oversight
Develop and maintain effective business partnerships and coordinate with internal partners to meet client needs
Partner with Account Executives to prepare client materials to educate, train and inform on benefits, services, and self-administration tools for billing and reporting
Participate in feedback and information exchange sessions with key business partners
Collaborate with other Client Service Advocates to operationalize and manage adoption of best practices
Support Account Executives and Sales in achieving goals in persistency, profitability and growth
Requirements
BA/BS Degree or equivalent previously related work experience
Minimum of 4 years’ experience in client/customer service insurance environment
Working knowledge of insurance products (Accidental Injury, Critical Illness and Hospital Care) preferred
Strong working knowledge of Microsoft Outlook, Word, Excel, PowerPoint, Access and Internet Explorer
Self-motivated with ability to multi-task, manage and resolve issues
Ability to navigate and develop relationships with all internal business partners
Demonstrate active listening, written, and verbal communication and presentation skills
Excellent organizational and time management skills with strong attention to detail
Effective collaboration and problem-solving skills
If working at home, internet connection must be cable broadband or fiber optic with speeds of at least 10Mbps download/5Mbps upload
Benefits
eligible to participate in an annual bonus plan
medical, vision, dental, and well-being and behavioral health programs starting on day one
401(k) with company match
company paid life insurance
tuition reimbursement
a minimum of 18 days of paid time off per year and paid holidays
Work at Home / remote work option (requires cable broadband or fiber internet with at least 10Mbps download/5Mbps upload)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.