Service Representative, Voluntary & Worksite Sales

Amalgamated Life Insurance Company provides Group Life Insurance, Accident, Disability, Medical Stop Loss and Voluntary/Worksite benefits to both Taft-Hartley and Non-Taft-Hartley groups. As a Service Executive at Amalgamated, you will play a pivotal role in our continued success. 

This position will work closely with the Voluntary/Worksite Account Executive and Director of Enrollment in responding to product or service inquiries, solving problems, and ensuring client satisfaction. The Service Executive will also support the implementation of new accounts and oversee overall client satisfaction post sale.

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 Account Executives to anticipate client needs and navigate potential problems while providing solutions and support.

Participate in new account installations to introduce the concept of the Account Team and familiarize themselves with the account.

Act as primary contact for inquiries from clients, brokers and consultants

Input and maintain all appropriate contact data and service requests.

Assist the Account Executive and Director of Enrollment in preparing, scheduling new client, and existing client enrollments.

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.

Fully support Sales and Account Management in achieving their business goals and objectives.

May make on-site presentations to existing and prospective clients to educate and inform of new offerings.

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.

Commuter benefits including, free onsite parking and shuttle service from White Plains Train Station.

Training, growth and development opportunities

Generous vacation, paid time off and holidays

Subsidized company-sponsored Medical, Dental, and Vision insurance.

Employer sponsored life insurance and long-term disability.

Employee Assistance Program.

401K plan with employer contribution.

Defined benefit pension.

A team working environment with an established culture of inclusion and belonging which supports a healthy work/life balance.

Employee recognition events.

60K