Account Associate II - Employee Benefits

Job Title

Responsible for providing customer service to assist Account Executive and service team in servicing existing accounts and prospect accounts within Employee Benefits.

Essential Duties and Responsibilities

• Exhibits proven competence in all Account Associate I duties and knowledge requirements.
• Develops group communication pieces for client open enrollment, including benefit summaries and brochures.
• Conducts client open enrollment meetings and answers questions regarding benefit coverage.
• Reviews client contracts to identify errors and to ensure appropriate corrections are made prior to execution.
• Interacts with clients to respond to inquiries concerning service accounts.
• Maintains internal and external databases of client and carrier information and underwriting criteria.
• Processes individual and group applications.
• Processes COBRA & FSA statements and billing.
• Composes general correspondence with clients and carriers.
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
• Performs other duties as assigned.
• Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.

Qualifications

Education/Experience

• High School Diploma or equivalent combination of education and experience
• Bachelor's Degree
• Two (2) or more years related work experience
• Valid Insurance License
• Must continue to meet Continuing Education requirements for license renewal
• Encouraged to complete Career Path requirements as communicated by supervisor

Skills

• Good verbal and written communication skills
• Good customer service skills, including telephone and listening skills
• Good 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

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.