To develop, enhance and solidify client relationships by providing exceptional customer service, and by maintaining and expanding account lines of business in a collaborative team setting.

Job Functions

• Maintain consistent and continuous communication with team, employees, Senior Account Managers, Account Executives, clients and management through the use of the Firm’s secured and controlled Communication Systems;
• Complete client servicing tasks related to new business set up, applications, status changes, benefits account marketing including proposal/binder preparation, ordering policies, issuing ID cards, certificates, invoicing services, processing policies and initiate follow-up to previously assigned request/claims;
• Develop and support client proposals/presentations and assist with client service plan;
• Communicate and assist the Senior Account Managers
• Support Account Executives/Producers and other client support team in meeting the client’s needs;
• Process implementation tasks
• Complete renewal processing
• Maintain current and accurate customer databases and files; 
• Regularly assess and identify client and team needs or issues and communicate with the Account Executive/Producer/CSR  and/or Firm management;
• Act as a positive role model for co-workers and other team members in terms of work ethic, support of the Firm’s goals and objectives, focus, results and level of positive energy;
• Work additional hours, in addition to the Firm’s core hours, to best serve the Firm’s and client’s needs.

Requirements/Qualifications:

• Proficient in Microsoft Outlook, Word, Excel, Power Point;
• Professional phone and electronic mail communication skills;
• Excellent oral and written communication skills;
• Ability to multitask in a fast pace environment and participate in a collaborative environment, including willingness to provide leadership and innovation;
• Flexibility and creativity for developing innovative and customized business solutions;
• Exceptional relationship development skills and interpersonal skills;
• 4-6+ Years of Insurance Related Experience;
• Life & Health Insurance License
• CEBS or CLUI designation preferred, not required