Assistant Account Associate

Responsible for performing customer service, technical, and administrative tasks that support the service team and overall client relationship.

• Reviews and compares benefits contracts, renewal documents and other materials for accuracy.
• Coordinates or assists with organizing meetings for service team.
• Participates in designated client meetings to learn and develop presentation skills; takes notes if needed.
• Partners with administrative team for the distribution of collateral and other client materials; sets appropriate timelines.
• Updates internal agency management systems and reviews for accuracy.
• Saves appropriate documents to online folders and files using the appropriate file structure and naming convention.
• Maintains and updates designated trackers and project management tools.
• Coordinates Form 5500 completion process with vendor.
• May attend benefits fairs to explain various products to client's employees.
• May assist with the preparation of renewal and marketing spreads and other client facing materials.
• May assist with inputting carrier data into experience templates.
• Assists with creating and updating employee facing communications.
• Responds to client inquiries with guidance from the support team.
• Requests information from carriers.
• May send Broker Compensation Disclosure and other required disclosures to client.
• Comply with agency management system data standards and data integrity (enters and maintains complete and accurate information).
• Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
• Performs other duties as assigned.

• High School Diplomaor equivalent combination of education and experience
• Less than 1 year related work experience
• Encouraged to complete Career Path requirements as communicated by supervisor
• Valid Insurance License
• Must continue to meet Continuing Education requirements for license renewal

• Proficient in Microsoft Office Suite
• Good problem solving and time management skills
• Good verbal and written communication skills
• Ability to prioritize work for multiple tasks and deadlines
• Ability to work within a team and to foster teamwork
• Ability to analyze and make recommendations to supervisor in solving data discrepancies