Job Application - World Insurance Associates

Job Posting OPEN

Sr. 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

 

This description is not meant to be all-inclusive.  To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed within the full job description (which will be provided upon interview) are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.