Service Executive, AEBA

As a Service Executive at Amalgamated, your main responsibilities include responding promptly to client inquiries, solving complex problems, and ensuring high levels of client satisfaction. You'll also coordinate with Account Executives on client needs, support the implementation of new accounts, and maintain effective partnerships with various departments to manage service issues and enhance client experiences.

To qualify for the Service Executive role at Amalgamated, you should have a minimum of a 4-year college degree or equivalent work experience. Additionally, proven experience in a fast-paced customer service environment, strong organizational skills, and excellent communication abilities are essential for successful performance in this position.

A Service Executive at Amalgamated plays a vital role in ensuring client satisfaction post-sale by serving as the primary contact for client inquiries, providing timely responses, and managing service issues proactively. By maintaining clear communication with clients, brokers, and internal teams, the Service Executive helps build strong relationships and fosters a positive experience for clients.

The work environment for a Service Executive at Amalgamated is hybrid, with four days in the White Plains office and one scheduled work-from-home day. This setup promotes collaboration with the Account Management team while allowing flexibility to adhere to personal work preferences.

The salary range for the Service Executive position at Amalgamated is between $50,000 and $55,000 annually. This competitive compensation reflects our commitment to attracting and retaining top talent in the field of benefit administration.

In my role as a Service Executive, I prioritize prompt communication and assess each inquiry's urgency. I provide clear and accurate information tailored to the client's needs, demonstrating that I value their concerns while ensuring they receive effective solutions.

I've successfully collaborated with Account Executives by anticipating client needs and coordinating the necessary resources to create a seamless experience. I assist in preparing high-quality documentation for client meetings and ensure that all client questions are addressed effectively, which enhances the overall service experience.

To manage multiple projects and deadlines, I prioritize tasks based on urgency and importance, often using digital tools to track progress. I maintain organized schedules and regularly check in with team members to ensure alignment on key deliverables and timelines.

If a client expressed dissatisfaction, I would listen actively to their concerns, empathize with their situation, and assure them that we would work together to resolve the issue. I would investigate the matter, keeping the client informed throughout the process, and follow up to ensure their satisfaction.

Strong communication skills are crucial as a Service Executive, as they facilitate effective interaction with clients, brokers, and internal teams. Clear communication helps ensure that everyone is on the same page, reducing misunderstandings and building trust.

I stay updated on employee benefit compliance by regularly attending industry seminars, subscribing to relevant publications, and networking with professionals in the field. This ongoing education helps me provide accurate and compliant service to my clients.

When preparing for client presentations, I focus on understanding the client's needs and objectives. I collaborate with Account Executives to create thorough, professional, and visually appealing materials and practice delivering key messages clearly and confidently.

In a previous role, I encountered a situation where a client's billing discrepancies were causing frustration. I conducted a detailed audit of the account, identified the root cause, and worked with our billing department to implement corrective actions, ensuring the client's needs were fully met and their satisfaction restored.

I am motivated by the satisfaction of knowing I've made a positive impact on a client's experience. Building relationships and contributing to their success is rewarding and drives me to consistently deliver high-quality service.

My background in customer service, combined with a strong ability to manage multiple priorities and a commitment to client satisfaction, makes me an excellent fit for the Service Executive position at Amalgamated. I am passionate about providing effective solutions and building long-term relationships with clients.