Insurance Service & Conservation Clerk

Posted 17 days ago

life dh psicologiaNew York (NY)

Insurance Claims and Policy Processing Clerks All Other Insurance Related Activities

SENIORITY

Junior

Apply

About the role

Description: Join us as an Insurance Service & Conservation Clerk and become an integral part of our team at the Business Athlete Association - Ohio Division. You'll have the opportunity to empower clients by understanding their needs and addressing their concerns, ensuring their satisfaction and loyalty. We're all about fostering a positive, advancement-focused culture where your skills can truly shine. Collaborate closely with our sales and customer service teams, and play a pivotal role in monitoring policy renewals and identifying opportunities for upsell or cross-sell. Your efforts will help convert term policies to permanent plans and assist clients with add-on conversions and paid-up options. At the Business Athlete Association, we value innovation and employee development, offering competitive pay and unique career growth opportunities. You'll thrive in an environment that encourages leadership and high achievement, surrounded by like-minded Business Athletes who are eager to excel. If you're ready to make a meaningful impact in a fast-paced and stable industry, we'd love to have you on board. Take the next step in your career with us and help shape the future of insurance service and conservation.

Responsibilities:

Engage with clients to understand their insurance needs and provide tailored solutions.
Collaborate with sales and customer service teams to ensure seamless policy renewals.
Identify opportunities for upselling and cross-selling to enhance client coverage.
Assist clients in converting term policies to permanent plans for long-term security.
Facilitate add-on conversions and paid-up options to optimize client benefits.
Monitor client accounts to ensure satisfaction and address any concerns promptly.
Maintain accurate records of client interactions and policy changes for transparency and efficiency.

Qualifications:

Experience in client engagement and delivering tailored insurance solutions.
Ability to collaborate effectively with sales and customer service teams to ensure seamless policy renewals.
Proven track record of identifying upselling and cross-selling opportunities to enhance client coverage.
Familiarity with converting term policies to permanent plans for long-term client security.
Skill in facilitating add-on conversions and paid-up options to optimize client benefits.
Strong organizational skills to maintain accurate records of client interactions and policy changes.
Excellent communication skills to address client concerns promptly and ensure satisfaction.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.