Account Associate

General Description: Assist Account Management Team in the service and retention of clients.

Responsibilities:

Assist Account Managers with Policy Renewal and Open Enrollment process

• Help prepare Request for Proposal (RFP) by obtaining census data from clients and gathering general client information from carriers/administrators
• Aid development of Policy Renewal Analysis with proposal review and data entry
• Request contract changes and/or plan amendments from carriers/administrators as needed
• Contribute to creation of employee Benefit Guides and Open Enrollment Materials for employee educational meetings
• Review employee Benefit Summary drafts for clients including policy changes and clarifications

Assist Account Managers with day-to-day operations

• Process employee coverage additions, changes and terminations in carrier/administrator online portals
• Fulfill requests for supplies from clients
• Track receipt of , booklets, and contracts
• Verify accuracy of client plan documents
• Provide general administrative support for the team
• Develop client/carrier/administrator contact sheets
• Maintain accurate client and team information in agency management system
• Maintain client documents in shared drive
• Ensure accurate and timely response to all outstanding issues
• Respond to requests from all partners by stated time frames

Knowledge, Skills and Abilities

• • Comfortable with internet-based programs and Microsoft Office products.
• • Organized, detail oriented and prioritizes accuracy.
• • Ability to work in a team environment.
• • Eager to learn new concepts and further professional development.
• • Open to feedback and coaching.
• • Establish effective working relationships with internal partners, clients, carriers and administrators.
• • Industry specific experience not required, but office administrative experience is helpful.
• • Must hold or be willing to earn Life, Health, and Disability insurance license