Customer Service Representative handling insurance account inquiries and providing documentation in Texas. Collaborating with clients and team to enhance customer service and maintain policies.
About the role
- Account Representative supporting strategic sales and account associates in client retention. Responsible for building relationships and managing routine sales and claims issues with clients.
Responsibilities
- Responsible for supporting strategic sales and account associates in the growth and retention of existing accounts
- Acts as partner to build external relationships with existing clients, members, and brokers
- Works with sales and account associates to develop an understanding of client needs and priorities
- Manages routine sales, claims and benefit issues by researching, resolving and responding to clients, members, and brokers
- Conducts meetings with clients to educate and drive opportunities for additional growth and product sales
- Coordinates with sales support on request for proposal ("RFP") responses to brokers and groups
- Acts as a collaborative partner with internal stakeholders to meet and exceed client expectations
Requirements
- Requires a BA/BS and a minimum 1 year of related experience
- Sales license required where necessary or the ability to obtain within 60 days of hire
- Client facing experience preferred
- Ability to travel throughout VA preferred
Benefits
- merit increases
- paid holidays
- Paid Time Off
- incentive bonus programs
- medical benefits
- dental benefits
- vision benefits
- short and long term disability benefits
- 401(k) +match
- stock purchase plan
- life insurance
- wellness programs
- financial education resources
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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