General Description: Assist account management team with the service and retention of small employee benefits clients.

Responsibilities: 

• Assist account managers with preparation of materials for client meetings and renewals. Includes benefit summaries, annual renewal changes, enrollment procedures, and miscellaneous benefit changes/clarifications. 
• Assist with the preparation of client compensation disclosures.
• Request census data from clients and gather general client information from identified carriers.
• Track receipt of ID cards, booklets, and contracts.
• Request contract changes and/or plan amendments as needed.
• Verify accuracy of client plan documents. 
• Provide general administrative support for the account management team.
• Develop client/carrier contact sheets.
• Maintain accurate client and team information in agency management system. 
• Maintain client documents in ImageRight and network drive.
• Ensure accurate and timely response to all outstanding issues. 
• Respond to requests from all partners by stated time limits.
• Establish and maintain effective working relationships with internal partners, clients, and carriers.

Knowledge, Skills, and Abilities

• Entry-level position.
• College degree preferred.
• Customer service experience preferred.
• Must be willing to earn life and disability insurance license.
• Knowledge of BenefitPoint and ImageRight preferred.
• Ability to set priorities and manage deadlines.
• Comfortable with internet-based programs and Microsoft Office products. 
• Detail oriented and prioritizes accuracy. 
• Ability to work independently and in a team environment.
• Eager to learn new concepts and further professional development.
• Open to feedback and coaching.
• Ability to define problems and generate potential solutions. 
• Bilingual a Plus; Spanish/English