Benefits Associate Account Executive

Benefits Associate Account Executive

The Associate Account Executive position serves as a key member of the client services team, bridging the gap between senior account management roles and senior account executives. This role is designed for individuals who have foundational experience in employee benefits insurance and are looking to advance their careers. The successful candidate will support account management activities, assist in client communications, and contribute to the overall success of the team.

Essential Duties & Responsibilities:

• Assist Account Executives in managing client relationships and ensuring high levels of client satisfaction.
• Respond to client inquiries regarding benefit plans, claims, and billing, providing timely and accurate information.
• Maintain organized client documentation and ensure all client interactions are logged in the agency management system.
• Conduct data entry and maintain client information in agency management systems, ensuring accuracy and compliance with internal guidelines.
• Support the preparation of Request for Proposals (RFPs) by gathering necessary information and coordinating with carriers to meet deadlines.
• Assist in the creation and maintenance of marketing materials and communication booklets as per department guidelines.
• Participate in the organization and execution of enrollment meetings, ensuring all materials are prepared and available.
• Compile and submit necessary data for compliance reports, including Medicare Part D disclosures and annual notices.
• Generate aggregate reports and stewardship reports as requested by Account Executives to support client analysis.
• Engage in ongoing professional development by participating in training sessions and webinars related to employee benefits and insurance.
• Support senior team members in technical tasks and client renewals, demonstrating a commitment to learning and growth.

Requirements:

• Bachelor's degree preferred.
• 3+ years of experience in an account management or support role within the insurance or employee benefits industry.
• Strong understanding of employee benefits and insurance products.
• Excellent communication skills, both written and verbal, with the ability to interact effectively with clients and team members.
• Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) and agency management systems.
• Ability to manage multiple tasks, prioritize effectively, and work collaboratively in a team environment.
• Bilingual Spanish is a plus.