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Job Ref: 13728
Hybrid Work from home is available. Some days in the office and others work from home based on candidate experience, performance, distance to the office, etc.
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
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