Client Service Associate, Account Management

NFP•New York, NY

13d•$60,000 - $85,000•Hybrid

About The Position

The Account Manager position is an integral part of a eight-person team. The role is central within the organization and is responsible for managing relationships with corporate clients and overseeing internal operations among different functional groups. The individual in this position will participate in company-wide projects that involve working with different teams. This is an excellent opportunity for a motivated, energetic individual to contribute meaningfully to a growing business and gain valuable experience. Key personality traits for success include high energy and drive, the ability to work on a team and a questioning mind. The position is hybrid. During the first three months of employment, the individual will be expected to be in the office up to three days a week for training. After the initial three-month period, their schedule will be determined based on their manager’s discretion.

Requirements

Attention to detail
A high level of accountability and ownership of work
Ability to work on a fast-paced team with specific deadlines
Resourcefulness and ability to consult others to get a job done
Strong ability to prioritize tasks and manage time
A team-oriented, friendly collaborative attitude
Strong Microsoft Office skills
Bachelor’s Degree
8-10 years Account Management or Customer Service experience

Nice To Haves

License in Life Insurance and Health Insurance a plus

Responsibilities

Interact daily with Benefit / Human Resource contacts at large corporate clients and top law firms providing administration and client service support for their individual disability insurance benefits.
Coordinate annual enrollment and communication campaigns to executives of our corporate clients.
Analyze census data from our corporate clients and determine eligible executive populations for enrollment campaigns.
Handle inquiries from eligible executives about the disability insurance being offered through our enrollments.
Team with our IT Group to develop reports for our corporate clients.