Service Executive , Group Insurance

Overview

Amalgamated Life Insurance Company (Amalgamated Life) provides Life Insurance, Accident, Disability, Stop Loss and Voluntary Benefits products to both Taft-Hartley and Non-Taft-Hartley clients. By maintaining a strong focus on service, effective communication and attention to detail, as a Service Executive (SE) at Amalgamated Life, you will play a pivotal role in our continued success.

As a member of the Amalgamated Life Account Management team, the SE is a critical contributor to achieving a high level of client satisfaction while supporting the overall operational and technical solutions of the product suite. The SE will work closely with a designated Amalgamated Life Sales Executive in responding to product or service inquiries, solving problems, and ensuring client satisfaction. The SE will also support the implementation of new accounts and oversee overall client satisfaction post sale.

Responsibilities

• Responsible for promptly responding to simple and complex inquiries, solving non-routine problems using independent judgment and discretion, and ensuring client satisfaction with Amalgamated’s products and services.
• Coordinate with the Sales and Account Management Team to anticipate client needs and navigate potential problems while providing solutions and support.
• Participate in new account installations with the Sales and Account Management Team and familiarize the client with their plan of benefits.
• Act as primary liaison for inquiries from clients, brokers, and consultants ensuring accuracy and efficiency in all communications, submissions, proposals and renewals.
• Input and maintain all appropriate contact data and service requests.
• Develop and maintain effective business partnerships to proactively manage service issues; communicate clearly, accurately and effectively with all business partners including Billing, Eligibility, Claims and Customer Service.
• Participate in regularly scheduled feedback and information exchange sessions with key business partners.
• Fully support the Sales and Account Management team in achieving their business goals and objectives.
• May make on-site presentations to existing and prospective clients to educate and inform of new offerings.
• Filing Disability forms for clients which would include DB802, DB820.1, DB820/829’s updating policies and guidelines.

Qualifications

• Minimum 4-year college degree or equivalent work experience.
• Proven success operating in a fast-paced, customer service environment.
• Highly developed sense of professionalism, integrity and commitment to client and member satisfaction.
• Ability to work independently, multi-task and prioritize projects and deliverables.
• Excellent organizational and decision-making skills with the willingness to use available resources to deliver on multiple priorities.
• Must be dependable and demonstrate punctuality and reliable attendance.
• Excellent communication skills (written and verbal), including interpersonal and presentation skills.
• Hybrid work environment. 4 days in White Plains, NY with 1 scheduled work from home day.
• Salary: 50-55K