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Employee Benefits Account Associate

HR Solutions Careers

General Description: Assist Account Management Team in the service and retention of clients.

Responsibilities:

Assist Account Managers with Policy Renewal and Open Enrollment process
  • Help prepare Request for Proposal (RFP) by obtaining census data from clients and gathering general client information from carriers/administrators
  • Aid development of Policy Renewal Analysis with proposal review and data entry
  • Request contract changes and/or plan amendments from carriers/administrators as needed
  • Contribute to creation of employee Benefit Guides and Open Enrollment Materials for employee educational meetings
  • Review employee Benefit Summary drafts for clients including policy changes and clarifications
Assist Account Managers with day-to-day operations
  • Process employee coverage additions, changes and terminations in carrier/administrator online portals
  • Fulfill requests for supplies from clients
  • Track receipt of ID cards, booklets, and contracts
  • Verify accuracy of client plan documents
  • Provide general administrative support for the team
  • Develop client/carrier/administrator contact sheets
  • Maintain accurate client and team information in agency management system
  • Maintain client documents in shared drive
  • Ensure accurate and timely response to all outstanding issues
  • Respond to requests from all partners by stated timeframes
Knowledge, Skills and Abilities
  • Comfortable with internet-based programs and Microsoft Office products.
  • Organized, detail oriented and prioritizes accuracy.
  • Ability to work in a team environment.
  • Eager to learn new concepts and further professional development.
  • Open to feedback and coaching.
  • Establish effective working relationships with internal partners, clients, carriers and administrators.
  • Industry specific experience not required, but office administrative experience is helpful.
  • Must hold or be willing to earn Life, Health, and Disability insurance license
Vacancy posted 2 days ago
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