Job Application - World Insurance Associates

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Client Service Associate - Syosset, NY

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Position Summary

This position supports the Account Management Team with responsibilities related to account support functions and customer service support.

Essential Duties and Responsibilities

  • Assist customers with their enrollment needs.
  • Support the account management team to resolving day-to-day customer inquiries and escalate issues related eligibility and member claims
  • Maintaining working knowledge of customer needs and issues
  • Maintaining accurate customer files and records for general reference and office use
  • Assist the account management team to manage the end-to-end process for customer interactions and managing carrier relationships for day-to-day customer issue resolution
  • Keeping management informed of customers or carrier issues
  • Participate in weekly client meeting
  • Support the annual Open Enrollment process


  • Bachelor’s Degree
  • 4+ working experience in the health insurance industry
  • Excellent communication/customer service skills/sales negotiation skills.
  • Exceptional phone demeanor
  • Life & Health License (preferred)
  • Must be proficient with MS Office: Word, Excel, and PowerPoint
  • Applied/Epic or similar agency management software experience, preferred.
  • Able to work independently and enjoy a high degree of interaction with team members.
  • 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.
  • The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information.
  • Ability to maintain a professional demeanor and positive attitude