ACG Resources

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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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