New York Life
TELECOMMUTE – PA
Title: Account Manager
Remote, PA, US
A career at New York Life offers many opportunities. To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. It’s a career journey you can be proud of, and you’ll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our diverse and inclusive workplace where all voices can be heard. Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and service, supported by our Foundation. It all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life.”
The Account Manager is a client-facing role that works in an assigned market to support the inforce select/regional market (1 4999 lives) book of business. The primary focus for the Account Manager is to work independently on responding to service issues and requests, educating the client/broker/consultant, and implementing or changing benefit programs and services. The Account Manager will work in conjunction with Sales and the Account Executive (U500 or O500) on ensuring profitability, persistency and growth of the book. The Account Manager is considered an expert in customer service, change management, and problem solving.
Leverages internal resources and independent judgment and discretion to resolve complex client inquiries and solve non-routine problems, which ensure client satisfaction with products and services.
Coordinates with Sales and the Account Executive to ensure client needs are met and potential problems are averted.
Develops and maintains effective business partnerships to ensure service issues are managed proactively; communicated clearly, accurately and effectively with all business partners.
Participates in new client implementations to develop a relationship with the client and aligned consultant/broker.
Ensures timely and accurate responses to inquiries and service requests. Manages and monitors requests within internal systems and refers changes to support team, while still maintaining oversight of delivery for timeliness and accuracy.
Prepares and delivers web and telephonic presentations with the client to educate, train and inform on benefits, services, and self-administration tools for billing and reporting.
Supports Sales and Account Executive in achieving their business goals and objectives in persistency, profitability and growth.
Participates in regularly scheduled feedback and information exchange sessions with key business partners. Collaborates with other Account Managers to determine, operationalize, and manage change/adoption of best practices across the book of business.
Provides support, training and mentoring of team members and other internal partners on products and services, and processes as it relates to servicing our clients.
Identifies, recommends, and collaborates to make process improvements that accelerate client experience in a positive way.
Serves as a Subject Matter Expert for project and …
Account Management , Client Services , Customer Service , Insurance , Sales , Business Development