Account Administrator

Account Administrator

Provides critical analytical support to the assigned Account Management Team for 51+ sized clients in a fast-paced environment. Serves as the conduit to funnel important information through the company from a client, broker or a consultant perspective related to elevated, previously unresolved, complex situations, as well as general questions and inquiries. Initiates projects, monitors progress, and brings to completion.

Responsibilities

Account Administrator I

• Performs Account Management duties (e.g., Benefit Quote Requests; new business quotes/RFPs; account worksheets; certificate review; WebBen system creation and review; auditing ID cards, rates and system maintenance, groups reporting, etc.). Understands the functions of all areas of the company and builds internal and external networks to navigate problem resolutions. Operates using a multitude of systems and link applications required to successfully perform required job duties. Initiates changes, tracks, and monitors progress of the changes, audits the outcomes of the changes implemented.
• Interacts with clients, brokers, consultants, internal departments, and vendors to resolve elevated issues related to claims, eligibility, plan design, billing, enrollment, etc. on behalf of customers. Demonstrates diligence in working with internal and external resources to provide effective and efficient closure to open items. Has a clear understanding of internal operations and leverages this knowledge to close-out open issues.
• Supports with corporate initiatives and directives by releasing any applicable and approved communications, related reporting, and tracks customer feedback in the designated database.
• Attends client meetings as directed by team management (i.e., open enrollment, wellness, health fairs, and Company-sponsored events, etc.). Presents information before large groups in a confident manner.
• Maintains awareness of product and process changes; industry trends and any governmental regulatory changes by staying current with updates provided through internal and external sources; actively participating in staff meetings, trainings, and webinars.
• Performs other duties as assigned.

Account Administrator II

• Performs Account Management duties (e.g., Benefit Quote Requests; new business quotes/RFPs; account worksheets; certificate review; WebBen system creation and review; auditing ID cards, rates and system maintenance, groups reporting, etc.). Understands the functions of all areas of the company and builds internal and external networks to navigate problem resolution for clients and brokers. Operates using a multitude of systems and link applications required to successfully perform job duties. Initiates changes, tracks and monitors progress of the changes, audits the outcomes of the changes implemented. Spots trends and educates Team about these developments. Assesses data and provides recommendations based on the analysis. Leads Squad Talks Calls.
• Interacts with clients, brokers, consultants, internal departments, and vendors to resolve elevated issues related to claims, eligibility, plan design, billing, enrollment, etc. on behalf of customers. Demonstrates diligence in working with internal and external resources to provide effective and efficient closure to open items. Has a clear understanding of internal operations and leverages this knowledge to close-out open issues Stands in for the Account Executive as needed in the field to present basic information in a concise manner. Makes sound recommendations to resolve problems and implements process/procedure updates to avoid repeating.
• Supports and assists with corporate initiatives and directives by releasing any applicable and approved communications, related reporting, and tracks customer feedback in the designated database. Makes recommendations to the Team about these processes to streamline outreach.
• Attends client meetings as directed by team management (i.e., open enrollment, wellness, health fairs, and Company-sponsored events, etc.). Presents information before large groups in a confident manner. Conducts training and deploys new processes and procedures along with talking points and other training information take-aways. Navigates pricing discussions with internal and external stakeholders. Conducts departmental/Team training.
• Maintains awareness of product and process changes; industry trends and any governmental regulatory changes by staying current with updates provided through internal and external sources; actively participating in staff meetings, trainings, and webinars.
• Performs other duties as assigned.

Qualifications

Account Administrator I

Education and Experience

• Associates Degree in Business Administration, Communications or a related field, or equivalent combination of education/training (minimum high school diploma or GED) and experience.
• 3 years support experience in a financial service, health insurance, customer service or related environment.

Professional Certification(s)

• Accident & Health License with Ohio Department of Insurance (ODI) (required to obtain within 4 months of hire).

Technical Skills and Knowledge:

• Knowledge of health insurance products and sales and service operations (underwriting, stop loss, benefit plan design, funding).
• Intermediate MS Office Skills (Excel, Word and Power Point).

Account Administrator II

Education and Experience:

• Associate Degree in Business Administration or related field.
• Equivalent combination of education and experience directly related to the role may substitute for a degree.
• 4 years support experience in a financial service, health insurance, customer service or related environment.

Professional Certification(s):

• Accident & Health License with Ohio Department of Insurance (ODI) (required to obtain within 4 months of hire).

Technical Skills and Knowledge:

• Knowledge of health insurance products and sales and service operations (underwriting, stop loss, benefit plan design, funding).
• Intermediate Microsoft Office skills (Excel, Word and Power Point).
• Solid knowledge base of Underwriting rating principles, funding arrangements and renewal developments.