SUMMARY
Responsible for the administration and servicing of client and prospect accounts within Employee Benefits. Communicates with and establishes a solid relationship with clients, prospective clients and carriers while exhibiting superior customer service.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Exhibits proven competence in all Account Associate II duties and knowledge requirements;
- Participates in new client planning meetings to establish implementation plan;
- Assists with implementing TPA and BenAdmin systems, and completes renewals within those systems;
- Meets with clients to review benefit administration guides, and to discuss customer service and billing procedures;
- Works with carriers to create client Wrap Documents;
- Supports servicing account team by acting as client-specific benefit plan expert;
- Evaluates Health and Wellness programs and their impact on renewals;
- Investigates claims issues and facilitates claims resolution with client, employees and carriers;
- Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
- Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor’s degree or equivalent combination of education and experience
4 - 6 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
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