Job Application - World Insurance Associates

Job Posting OPEN

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

·       1-3 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