Amalgamated Life provides Life Insurance, Accident, Disability, Stop Loss and Voluntary/Worksite sales to both Taft-Hartley and Non Taft-Hartley. As a member of the Voluntary Benefits team, the Client Service Manager (CSM) is a critical contributor to achieving a high level of client satisfaction while supporting the overall operational and technical solutions of the practice.  The CSM will manage the implementation and ongoing management of new and existing Voluntary Benefit clients, which includes developing and managing project plans, creating client communications and coordinating resources including carrier integration.  The CSM will also support new and existing client sales, collaborate on the RFP process, review client profitability and develop strategies to improve plan participation.

• Serve as primary Voluntary Benefits client contact and manage all related day-to-day client maintenance, implementation and renewal activities for multiple clients of various complexities simultaneously.
• Develop, implement and manage project plans outlining tasks, resources and timelines in conjunction with the client.
• Define the client’s scope and effectively manage change an risks throughout the ongoing activities
• Develop renewal presentations including recommendations to improve participation, introduce new products and present annual evaluation trends.
• Complete a revenue/expense analysis for each client to determine profitability viability.
• Track, summarize and present client expense and enrollment statistics.
• Support new business activity with the creation of new client presentations, RFP’s and prospecting/selling as needed.
• Address any client or carrier issues in a timely manner to determine root cause while establishing proper resolution.
• Support team members with quality checks of various documents, presentations and files.
• Create effective communication strategies and materials, such as newsletters, benefit/product summaries and benefit/product brochures.
• Present at client meetings, HR Seminars and Benefit Fairs.

Amalgamated Life Insurance Company provides Group Life Insurance, Accident, Disability, Medical Stop Loss and Voluntary/Worksite benefits to both Taft-Hartley and Non-Taft-Hartley groups. As a Service Executive at Amalgamated, you will play a pivotal role in our continued success. 

This position will work closely with the Voluntary/Worksite Account Executive and Director of Enrollment in responding to product or service inquiries, solving problems, and ensuring client satisfaction. The Service Executive will also support the implementation of new accounts and oversee overall client satisfaction post sale.

Responsibilities

• Responsible for promptly responding to simple and complex inquiries, solving non-routine problems using independent judgment and discretion, and ensuring client satisfaction with Amalgamated’s products and services.
• Coordinate with Account Executives to anticipate client needs and navigate potential problems while providing solutions and support.
• Participate in new account installations to introduce the concept of the Account Team and familiarize themselves with the account.
• Act as primary contact for inquiries from clients, brokers and consultants
• Input and maintain all appropriate contact data and service requests.
• Assist the Account Executive and Director of Enrollment in preparing, scheduling new client, and existing client enrollments.
• Develop and maintain effective business partnerships to proactively manage service issues; communicate clearly, accurately and effectively with all business partners including Billing, Eligibility, Claims and Customer Service.
• Fully support Sales and Account Management in achieving their business goals and objectives.
• May make on-site presentations to existing and prospective clients to educate and inform of new offerings.

Responsibilities

Under the direction of the Compliance Manager, the Paralegal - Compliance independently manages multiple tasks relating to record management, project tracking, budgeting, invoice management and administrative support. The Paralegal - Compliance supports members of the Legal and Compliance team with various projects and strategic initiatives and works with both internal and external partners on legal, compliance and related matters. Develops, implements and maintains appropriate processes and protocols to support compliance, tracking and reporting requirements. Works with minimal supervision and is responsible for making a range of decisions, escalating to manager when appropriate and updating manager on a regular basis.

What you will do:

• Corporate Governance, Records Management and Reporting: Manages the tracking, organizing and filing of contracts, legal documents, presentations and correspondence, including overseeing the effective use of Legal Tracker and other records management and reporting software for legal, compliance, corporate governance and general records management. Responsible for ensuring the timeliness and accuracy of legal, compliance, regulatory, financial and other reporting.
• Manages Departmental Logistics and Communication: Schedules meetings and facilitates discussions, with the ability to edit documents online, during meetings, to capture group input and feedback. Maintains contact with internal clients/business units, outside counsel, regulatory agency staff and other external stakeholders, as needed, in connection with assigned duties. Assists with communication and tracking of compliance updates to external partners (e.g. MGUs and TPAs). Effectively manages sensitive issues and maintains, confidentiality.
• Legal and Insurance Research: Monitors litigation, legislation and/or industry related communications relevant to the company. In consultation with legal counsel, researches and analyzes laws and regulations to provide written guidance to appropriate business units for implementation.
• Budgeting and Invoice Management: Effectively uses electronic systems for legal expense management (e.g., customizing the system, setting up and maintaining matters, processing legal invoices for payment, budget tracking and reporting). Collaborates with the Legal and Compliance team, Finance and other business partners to ensure accurate budgeting and invoice management. Ensures all payments are approved and paid timely. Researches and resolves any billing issues and payment matters. Regularly reviews department budget and reports to identify concerns or issues with established budget levels, escalating as appropriate to management and stakeholders.
• Administrative and Compliance Support: Coordinates meeting logistics for team and and assists in managing attorney calendar/diary. Provides administrative support; including, word processing, preparing PowerPoint presentations, documents project plans and requirements, keeps projects on track through completion, and prepares other periodic reports, as needed.
• Compliance Management: Drafts and maintains Standard Operating Procedures (SOPs), manuals and other written guidance to support legal and compliance management initiatives. Maintains inventory of legal and compliance SOPs, tracks review due dates and coordinates reviews of SOPs with management. Participate on the Company Compliance Action Team to help implement compliance requirements. Recommend and implement enhancements and process improvements based on an assessment of available regulatory and compliance systems and processes. Research and track regulatory developments to update compliance policies and procedures. Records, investigates and escalates alleged non-compliance with laws, regulations, and company policies for appropriate handling.
• Transactions Support: Assists with corporate transactions (e.g., contract review, due diligence management and document reviews).
• Performs other duties as assigned.
• Complies with all policies and standards.

Manages compliance management initiatives that impact partnership marketing, including agents, brokers, managing general agents, third-party administrators, and other sales, marketing, and distribution partners. Develops and implements compliance policies and procedures for the independent agency business and assists with other insurance compliance initiatives. As directed by Compliance Director, works with internal and external partners on compliance and related matters, including NY Regulation 187. Provides regulatory guidance to business unit management and communicates any areas of noncompliance in a professional and effective way. Works with minimal supervision and is responsible to make a wide range of decisions, escalating to management when necessary, and updating management on a regular basis.

What you will do:

• Responsible for developing and updating general compliance guidance for life and health product sales through independent agency partners, including compliance with New York Regulation 187, as well as telemarketing and privacy laws.
• Develops and maintains a compliance program that includes providing guidance to internal and external partners as a subject matter expert.
• Oversees compliance related to independent agents, including compliance with licensing and appointment requirements, advertising and sales requirements.
• Works with the independent agency business partners in reviewing and approving advertising (e.g., websites, sales scripts and correspondence), and ensures such advertising is filed for approval, as required.
• Manages the Reg 187 Oversight and Supervision and performs Compliance audits for Company sales in New York, which includes both independent agency business and contact center sales.
• Serves as subject matter expert of the independent agency business, including the regulations related to licensing and appointment.
• Ensures documented compliance guidance is in place for internal and external partners.
• In consultation with Legal, reviews and revises agency business partner contracts for compliance purposes.
• Participates in Agency Oversight Committee on independent agency related issues.
• Assists with drafting life and health policies, ensuring compliance with applicable laws (e.g., term and whole life, and accident insurance coverages).
• Files and negotiates insurance policy approvals with the Interstate Compact and insurance departments.
• Ensures all regulatory responses are timely, accurate and high quality.
• Collaborates with internal and external partners involved with developing and filing policies.
• Analyzes and responds to compliance questions.
• Manages the resolution of regulatory inquiries and reviews (including complaints, market conduct exams, and surveys).
• Conducts and oversees audits of third-party business partners.
• Develops and oversees Company Program for New York Regulation 187 (Best Interest and Suitability) compliance.
• Participates on the Company Compliance Action Team to help implement compliance requirements.
• Recommends and implements enhancements and process improvements based on an assessment of available regulatory and compliance systems and processes.
• Researches and tracks regulatory developments to update compliance policies and procedures.
• Records, investigates and escalates alleged noncompliance with laws, regulations and Company policies for appropriate handling.
• Represents Gerber Life on Enterprise projects and initiatives, as needed.
• Researches and analyzes laws and regulations to provide written guidance to internal and external partners for implementation.
• Works with internal and external partners to collect and analyze data, and timely report to federal and state regulatory agencies, including maintaining a tracking calendar for such regulatory reports.
• Performs other duties as assigned
• Complies with all policies and standards

Manages the compliance program for Group Benefits business (e.g., stop loss, limited medical, group accident insurance coverage). Develops and implements compliance policies and procedures for Group Benefits. Works with internal and external partners on compliance and related matters. Develops and files policy forms in all states and the Interstate Insurance Compact for approval, as required. Manages regulatory reporting and oversees the Group Benefits business compliance with HIPAA and other privacy and data security laws. Serves as an insurance regulatory subject matter expert and provides compliance guidance to business unit management and helps to resolve any areas of noncompliance in a professional and effective way. Works with minimal supervision, escalating when necessary, and updating management on a regular basis.

What you will do:

• Maintains the Group Benefits business compliance program, including providing guidance to internal and external partners, as a subject matter expert.
• Performs legal research and tracks regulatory developments to update compliance policies and procedures.
• Oversees the Group Benefits business compliance with HIPAA and other privacy and data security laws in collaboration with team members.
• Assists with audits of third-party business partners and oversees any necessary remediation.
• Assists with compliance change management efforts, ensuring that requirements are identified and addressed in a timely manner. Participates on the Company Compliance Action Team to help implement compliance requirements.
• Drafts and maintains Standard Operating Procedures (SOPs), product manuals and other written guidance for internal and external partners.
• Develops and rolls out compliance training, and ensures internal and external partners receive appropriate guidance on compliance policies and procedures.
• Manages the resolution of regulatory inquiries and reviews (including complaints, market conduct exams, and surveys). Ensures all regulatory responses are timely, accurate and high quality.
• Works with internal and external partners to collect and analyze data, and timely report to regulatory agencies, including maintaining a tracking calendar for such regulatory reports.
• Oversees the drafting of life and health policies, ensuring compliance with applicable laws (e.g., group accident, student accident, vision, dental, medical stop loss and other health insurance coverages). Collaborates with internal and external partners involved with developing and filing policies for existing and new products. Files and negotiates insurance policy approvals with the Interstate Compact and state insurance departments.
• Records, investigates and escalates alleged non-compliance with laws, regulations, and company policies for appropriate handling.
• Represents Gerber Life on enterprise projects and initiatives, as needed. Performs other duties as assigned.
• Performs other duties as assigned
• Complies with all policies and standards

Amalgamated Employee Benefits Administrators (Amalgamated) provides third party benefit administration (including pension, medical and collections and billing) to self-insured clients. As an Account Executive at Amalgamated, you will play a pivotal role in our continued success.  

This position will partner closely with Brokers, Consultants, Administrators, Fund Trustees and Plan Professionals to manage and grow an assigned book of business both in and outside of the Taft-Hartley segment. The Account Executive will support the Sales Executive with new sales, implementation of new accounts and overall client support and satisfaction post sale. In addition, the Account Executive will collaborate with the Vice President of Client Services to recommend both short- and long-term account management strategies and potential enhancements to our robust portfolio of TPA services.  

Elevate your career and become part of our mission to exceed our clients’ expectations with the highest level of efficiency, flexibility, expertise and employee benefit compliance.  

Responsibilities

Represents the Company, its affiliated companies, and client ERISA Funds in all facets of federal court litigation (primarily collection-related). Prepares various documents and reports for Court, Company Management, and Funds’ Trustees. Manages team of two (2) paralegals who work in above areas. Supervises work of local counsel nationally to ensure compliance with Funds’ litigation requirements.

• Draft court documents, including pleadings, briefs, discovery requests, and demand letters
• Court appearances and arguments
• Meetings and negotiations
• Preparation for and examination of parties and witnesses at depositions
• Preparation of Trustees’ reports, opinion letters, settlement agreements
• Coordination with Company affiliated Companies’ staff
• Supervision of local counsel and Funds Staff