Client Associate

  • EmblemHealth
  • New York, NY, United States

Job Description

Description of Duties:

  • Handle sales administration of client’s benefit plan by initiating follow-up to resolution of all service inquiries involving claims, membership, billing, interpretation of contract provisions, benefits/plan design, and other administrative requests originating from client groups in a timely fashion.
  • Assist with preparing renewals of existing groups by coordinating and submitting quotes and working with Underwriting and other internal departments as needed. 
  • Assist sales staff to present and successfully close client renewals by carefully analyzing the renewal prior to release to the client and preparing material to support the renewal proposal.
  • Working with sales staff, participate in visits with clients and/or their consultants, and keep clients informed of issues that may impact benefits and rates. 
  • Work with sales staff to ensure client satisfaction, retention and growth by collaborating effectively with other areas of EmblemHealth to proactively prevent and resolve issues as needed. 
  • Present client Statements of Experience and other year-end reports that highlight the value proposition of the plan.
  • Coordinate mailings and actively participate in the organizing and execution of new sales or renewal campaigns such as annual reopeners for the purpose of increasing membership. 
  • Working with sales staff, assist with the development of strategies to identify opportunities within assigned client groups to upsell additional coverage and lines of business.
  • Remain current with EmblemHealth’s benefits and capabilities, industry trends, competitive strategies and governmental regulations.
  • Ensure State licensure requirements are met and up to date.
  • Install new and existing client benefit programs/benefit changes. 
  • Coordinate and conduct open enrollment meetings and presentations to existing and prospective members.
  • Work with community, civic and professional organizations to present information on health care issues, promoting a positive corporate image as well as attending client functions after business hours.
  • In a timely and accurate manner, maintain records, prepare reports and written correspondence (SBC’s/ Benefit Summaries), direct materials, gather competitive intelligence, complete forms and documents.
  • SME on process improvement issues for Account Management. Represent Account Management in internal meetings by assuming an active role.
  • Performs other duties as assigned or required.

Job Requirements:


  • Strong consulting, presentation, negotiation and selling skills
  • Excellent analytical skills, verbal and written communications skills are required
  • Detail oriented/Ability to multi-task
  • Bachelor’s degree preferred but not required; minimum of 2 years of experience in a health insurance field
  • Licensed NYS Health/Life Agent
  • Proficient in Microsoft Word, Excel and PowerPoint
  • Knowledge in pricing and underwriting, financial arrangements, benefits programs and utilization management

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