What are the responsibilities and job description for the Employee Benefits Account Associate position at Centura Benefit Solutions?
Employee Benefits Account Associate
General Description: Assist Account Management Team in the service and retention of clients
Responsibilities:
Assist Account Managers with Policy Renewal and Open Enrollment processes
- 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
- 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 fast-paced, collaborative team environment
- Eager to learn new concepts and further professional development
- Open to feedback and coaching
- Establish effective working relationships with internal partners, carriers and administrators
- Industry specific experience not required, though office administration experience is advantageous
- Must hold or be willing to earn Life, Health, and Disability insurance license