Account Analyst, Employee Health & Benefits

About the role

The Account Analyst supports the account management team with various administrative service functions in the Employee Health & Benefits department. They join a team of analysts in supporting clients and colleagues with census, benefits websites, and quality control for Employee Health and Benefits business.

Responsibilities

• Process all incoming mail for assigned team
• Process census data and communicate with account management team
• Prepare data and information for client enrollments
• Review for accuracy and process applications, binders, endorsements, renewals, new business policies and plans, census/enrollment requests, and certificates of insurance (applicable by department)
• Prepare premium quotations on new business, renewal business, and any policy changes on existing policies for the account management team
• Aid team with the preparation of applications and supporting documents
• Set up client benefit enrollment portals
• Understand all carrier online capabilities for processing as necessary to complete your work processes
• Communicate with account management team, Manager, and Director to provide regular input on all account activity, and workload
• Be familiar with, and adhere to the department’s procedure manual for the processing of your work processes
• Follow all systems, procedures and regulations set forth by both the agency and the insurance companies
• Continue to update job knowledge by participating in educational opportunities
• Follow best practices and procedures with Epic agency management system
• Update program charts

Requirements

Strong data entry skills
Technical capacity with proficiency in Microsoft Office software programs
Good communication skills
Good organizational and time management skills
Customer focused
Willingness to take direction from team members
Detail oriented

Qualifications

2 years of insurance experience or undergraduate degree
Currently pursuing an insurance education designation

Skills

Preferred Education And Experience

Benefits

Medical, dental and vision plans
401(k) match after one year
Contribute toward student loan debt
Generous paid time-off programs ensure you have time to recharge including vacation days, personal days, sick days, holidays, volunteer day, and days for learning & development
Tuition reimbursement and professional development opportunities
Charitable contribution match programs
Stock purchase opportunities

Pay

Not specified

Schedule

Full-time