Benefit Associate Account Manager

About the Role

This is a support role, assisting account management teams with basic administrative and other support functions in the team's day-to-day servicing of clients.

Key Responsibilities

• Assist team in answering administrative questions from clients (e.g., ID cards, claim processing, membership, general benefit information).
• Assist in coordinating client mailings, communications, or packets related to Open Enrollment.
• Assist Account Managers with new business implementation, and group application completion and processing.
• May assist team in scheduling meetings as their first client interaction.
• Learn to compile data for Account Managers for proposals and insurance plan analyses; may assist in preparing proposals and spreadsheeting results.
• Assist in research of questions regarding benefits and vendor/carrier products and services.
• Create and maintain a client calendar to ensure completion of pending items and future deliverables.
• Create and maintain client files in accordance with office procedures.
• Create and maintain files and client data; maintain client data in Salesforce.
• Assemble enrollment materials for clients.
• Assist Account Teams in their preparation for client meetings, including printing and binding presentations.
• Assist in meeting agenda preparation.
• May assist in reviewing presentations for grammar, formatting, and verification of rates/benefits.
• Learn to do basic policy review; gain understanding of basic industry concepts, and carrier products and services.
• Assist with problem resolution on claims, billing, and eligibility issues with carriers.
• Assist Account Managers, Consultants, and others in the office with administrative duties.
• Attend seminars and classes related to the department and prepare for L&H License.
• Participate in training regarding carrier products and systems.

Requirements & Tech Stack

• Ability to work independently and anticipate client and team needs.
• Effective time management and decision-making skills.
• Diligent follow-up skills.
• Ability to express ideas clearly in both written and oral communications.
• Proficiency in Microsoft Office Suite, including Word, Excel, and PowerPoint.
• Experience maintaining client data in Salesforce.

Qualifications

• High School graduate or equivalent.
• Preferably a bachelor's degree.