Apply on Employer Site

AmeriLife · 4 months ago

Client Experience Coordinator

United States

Full-time

Remote

New Grad, Entry Level

AmeriLife is dedicated to helping employees lead fulfilling professional lives and is seeking a Client Experience Coordinator. This role serves as the primary liaison between the client and the company during the new business and underwriting process, ensuring quality communication and support throughout the client's journey.

Financial ServicesHealth CareHealth InsuranceInsuranceLife InsuranceMarketing

Responsibilities

Proactively follow up and provide communication to support client/advisor satisfaction and understanding; ensure the client understands each step in the process while providing superior service support direct to the client

Manage daily workload with emphasis on time management and quality standards. Review and assess requirements, as needed

Serve as a single point of contact with customers. Receive and resolve complex and/or sensitive customer service inquiries, complaints and problems with quality, accuracy, and in a timely manner. Proactively resolve any issues and inquiries

Manage the necessary components for the new business process directly impacting the client. Identifying cases that need special handling. Accept ownership and suggest innovative solutions to meet branch/client needs while undertaking new and different requests. Explore opportunities to add value

Use expertise in life insurance process, customer service, terminology, technology to support and enhance daily operations

Provide continuous scheduled telephone coverage as business needs dictate

Partners with Senior Case Manager to deliver a holistic experience to the branch

Perform other duties as assigned

Qualification

Life insurance processCustomer serviceSalesforce.comCritical thinkingHIPAA knowledgeDesktop applicationsCommunicationInterpersonal skillsTime managementConfidentialityTeam collaboration