This full-time position will work closely with various Sales and Sales support personnel to provide general client services, primarily around enrolling members into insurance policies, invoicing and customer service.
Responsibilities include:
Managing 5+ client accounts with group sizes ranging from 5 to a few hundred enrollees
Data entry of member enrollments for a variation of GBG insurance products i.e. health, life, disability, travel, student, API
Verbal and written communication daily to provide attentive customer service to our clients, brokers, representatives, internal and external offices and departments
Managing heavy email volume on a daily basis from multiple account contacts and providing timely customer service by meeting Service level standards
Organizing and managing daily priorities of assigned accounts, projects, and data input
An understanding of GBG’s products with the ability to communicate to the client, brokers, TPAs, members, internal and external contacts
Delivery of enrollment materials to account contacts, includes quality checks of information, document formatting, producing enrollment materials, and sending member packets
Monthly invoicing, custom formatting and payment reconciliations
Working with Enrollment teams in our global offices on various enrollment-related and reporting items and supporting Account managers in overall relationship management
Supporting department financial audits which includes and are not limited to the accounts assigned to account coordinator - includes review of premium and account maintenance
Identifying opportunities for process improvements to gain efficiencies
Qualifications/Requirements:
·Computer literate with proficiency in Microsoft office application with extensive knowledge of Word, Excel, Outlook and PowerPoint:
o Excel: formula creation, formatting, pivot tables (required)
o Word: letters and the ability to edit/update, mail merge
Minimum 3 years Customer service / Account management experience
Excellent verbal and written communication
Ability to manage customer’s expectations and flexibility where challenges may arise
Ability to work with a team of sales support staff to provide excellent customer service
Paying close attention to detail and accommodating customization requests
Work independently and as part of a team environment
Highly organized, able to prioritize workload by multi-tasking, detail-oriented
Understand insurance terms and policy wording with emphasis on health, life, and disability
Bachelor’s degree preferred
Insurance industry experience preferred