Job Application - World Insurance Associates

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Employee Benefits Client Account Manager - Syosset, NY

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Position Summary

• This position will be responsible for strategic account support with a focus on client satisfaction and retention.

Essential Duties and Responsibilities 

• Communicate effectively with clients, insurance carriers and internal team members
• Operate as the lead point of contact for any and all matters specific to your clients
• Build and maintain strong, long-lasting customer relationships
• Leverage carrier relationships to provide innovative solutions that meet and exceed client needs
• Maintain accurate client files and records for general reference and office use
• Host/Lead external meetings and conference calls with clients
• Coordinate implementation and maintenance of new and existing benefit offerings
• Assist with developing communication and wellness strategies
• Support the successful roll out of open enrollment activities on an annual basis
• Provide timely, courteous and accurate response to all inquiries, conducting research when necessary and communicating results
• Process all necessary paperwork by adhering to the department workflow and procedures

  
Qualifications

• Bachelor’s Degree or the recognized equivalent in education and experience, required
• 5 years of experience, preferred
• Experience in a client facing role for a major insurance carrier
• Currently possess a Health and Life Insurance License
• Applied Epic or similar agency management software experience, preferred
• Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Outlook)
• Able to work independently and enjoy a high degree of interaction with team members
• Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives
• Self-motivated and driven
• Maintain a sense of urgency and ability to work with and meet deadlines
• Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance
• Demonstrates excellent time management and prioritization skills
• Attention to detail and commitment to a high level of accuracy
• The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information
• Ability to maintain a professional demeanor and positive attitude