Account Associate

SUMMARY Responsible for providing customer service to designated clients and new business, working collaboratively with the team leader and other service team members.

ESSENTIAL DUTIES AND RESPONSIBILITIES Interacts with clients to respond to inquiries concerning service accounts;

Manages transitional insurance company materials such as master application and binder check, termination letters to the terminated insurance companies, reviewing and proofing all employee enrollment materials, delivery of enrollment kits, and reviewing medical plan contracts and employee booklets for accuracy;

Manages the enrollment process by coordinating the various implementation items such as confirming benefits to be communicated during enrollment meetings, preparing or obtaining employee enrollment materials, coordinating and/or conducting employee meetings, and reviewing medical plan contracts and employee booklets for accuracy;

Develops and/or prepares communication materials for clients;

Maintains regular contact with clients to provide service and enhance client relationships;

Coordinates or assists with organizing client health programs and wellness fairs;

Creates and maintains client or specific information and/or team book of business information sheets;

Ensures up to date booklets and HIPAA Business Associate Agreements are on file for all clients for all lines of coverage;

Maintains all internal reporting systems on clients and policies as determined by the team and ultimately the Supervisor;

Stays abreast on legislations directly affecting clients and the insurance industry;

Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);

QUALIFICATIONS EDUCATION / EXPERIENCE Bachelor's Degree or equivalent combination of education and experience

Two (2) or more years related work experience

Encouraged to complete Career Path requirements as communicated by supervisor

Valid Insurance License or willing to obtain within 120 days (company paid) Must continue to meet Continuing Education requirements for license renewal

SKILLS Proven verbal and written communication skills

Proven customer service skills, including telephone and listening skills

Proven problem solving and time management skills

Intermediate typing skills (30 - 35 wpm)
Ability to work within a team and to foster teamwork

Ability to prioritize work for multiple projects and deadlines

Proficient in Microsoft Office Suite

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