Account Associate II - Employee Benefits

About the role

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).
• Other duties as assigned.

Qualifications

• 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

Benefits

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.