What are the responsibilities and job description for the Service Executive, AEBA position at Amalgamated Life?
Overview
Amalgamated Employee Benefits Administrators (Amalgamated) provides third party benefit administration (including pension, medical and collections and billing) to self-insured clients. As a Service Executive (SE) at Amalgamated, you will play a pivotal role in our continued success.
As a member of the Amalgamated 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 our third party benefit administration services. The SE will work closely with the Vice President and Account 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.
Elevate your career and become part of our mission to exceed our clients’ expectations with the highest level of efficiency, flexibility, expertise and employee benefit compliance.
Responsibilities
Responsible for promptly responding to simple and complex inquiries, solving non-routine problems using independent judgment and discretion, and ensuring client satisfaction with 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, Fund Trustees, Fund Administrators and Fund Professionals.
- Assist the Account Executive in scheduling and preparing Fund Trustee presentations, ensuring thorough, high quality, error-free, professional documents, as requested.
- 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 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.
Qualifications
- Minimum 4-year college degree or equivalent work experience.
- Proven success operating in a fast-paced, customer service environment.
- Ability to work independently, multi-task and prioritize projects and deliverables.
- Strong organizational and time management skills.
- Must be dependable and demonstrate punctuality and good attendance.
- Excellent communication skills (written and verbal).
- Hybrid work environment. 4 days in White Plains, NY with 1 scheduled work from home day.
- Salary: 50-55K