Field Service Consultant Employee Benefits-  NY territory

Field Service Consultant Employee Benefits-  NY territory
NY, New York
Job ID : 44294
Job ID : 44294

Company Description

AXA is a leading financial protection company, committed to fostering and maintaining a diverse, multicultural and inclusive environment, and one of the nation’s premier providers of life insurance and annuity products. The organization was established in 1859 and we are committed now more than ever to helping clients meet financial goals in all stages of their lives. One of the hallmarks of our proud heritage is providing world-class customer service.

We're always looking for smart and talented people to help us develop new and innovative ways to expand our product portfolio, reach new customers and serve well the clients already a part of the AXA family.

Job Purpose

This position is primarily to ensure a high-level customer support during sales and a smooth transition from pre-sale to post sale implementation, followed by on-going account service as needed. The Field Service Consultant will work closely with the Sales Executive and the broker as well as the client.

Principal Responsibilities:

  • Develop and maintain excellent working relationship with the internal teams (Sales Executive, Underwriting, Operations) as well as with the external stakeholders (brokers and clients).
  • Meet business plan growth targets and annual retention targets through cross & up selling, and customer loyalty goals through Customer satisfaction surveys
  • In partnership with the Sales Executive, review request for proposals (RFP’s) and obtain any additional information that is needed from the broker while also providing a consultative approach to understand the clients needs and recommending plan designs, products, and/or services that will best meet the benefit needs of the client.
  • Generate field quotes and proposals for smaller case sizes and assist with broker/plan design discussions.
  • Ability to maintain an understanding of the Sold Case process and requirements so they can communicate and facilitate a smooth transition to the Operations team. Stays informed throughout the implementation process and helps facilitate the communication between the installation team and the broker if necessary.
  • Meet time/quality metrics around the proposal process ensuring that both organizational metrics and market place expectations are achieved.
  • Maintain high quality of data in Salesforce (CRM) and log activity on a regular basis
  • Responds to caller inquiries regarding company products, plan design, rates, procedures, and underwriting rules. Facilitate warm transfer of service issues to the appropriate service teams.
  • As needed will be an onsite resource in broker and/or client meeting including assisting with enrollment meetings.
  • Demonstrate the ability to solve problems by being proactive and using sound business judgment..
  • Evaluate activity with Sales Executives to identify hot prospects and target call activity.
  • Lead renewal strategy for each client and partner
  • Understand AXA’s business processes, including underwriting guidelines, products and claims processing and work closely together with all stakeholders
  • Drives favorable outcomes for clients, brokers, and others through effective internal partnering with IT/Operations and Product Development/Underwriting, along with outsourced partners
  • Responsible for trainings on new technologies and moderate trouble shooting of system issues. Strong technological skills required.

Performs all other general office duties necessary to achieve organizational results

  • Minimum of 3 years of Group Insurance experience
  • College Education required
  • Spanish speaking is a plus
  • Ability to manage multiple tasks prioritizing effectively and work very detail oriented
  • Must be willing to take initiative to solve problems
  • Proven Customer service skills / Partnering with internal and external stakeholders
  • Ability to make decisions independently, requiring minimal supervision
  • Math Aptitude
  • Excellent oral and written communication skills (Phone skills)
  • Strong technological skills (Excel, Word, PowerPoint, Windows, Salesforce (CRM)). Affinity to work with new and digitized tools.

Team player and collaborative and collegial personal style that embodies teamwork across many different operating units within AXA

Other information

NOTE: AXA participates in the E-Verify program.


In addition to competitive compensation and an outstanding benefits package including 401 (k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.


AXA is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

Job Location


Get notified for Similar Jobs

Email this Job X