Account Assistant, Employee Benefits

Buckner • Murray, UT

7d • $21 - $24 • Hybrid

About The Position

This is an entry-level position working to give support and assistance to Account Managers and Producers. This position is expected to consistently provide excellent customer service to accounts in a supporting Service Team role.

Requirements

• High School diploma or equivalent required
• Life, Accident & Health License Required
• Knowledge of and familiarity with current Health, Life, Dental, Vision, Long Term Disability (LTD), Short Term Disability (STD) and Long-Term Care products
• Knowledge of and familiarity with PPACA current and proposed regulations
• Ability to maintain cooperative working relationships with a variety of citizens and agency staff
• Proficient in a variety of computer software applications used by the agency, including MS Word, Excel, Outlook and PowerPoint; EPIC; as well as the Internet and Carrier Web Sites
• Ability to establish and develop strong relationships with clients, carriers, trusted business partners and coworkers
• Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
• Stay up to date on industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
• Interact with others effectively by utilizing good communication skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the company.
• Expected to further industry education through insurance courses and inform group department of knowledge gained.
• Strong ability to problem solves, set, and meet deadlines, communicate, work under pressure, organize, prioritize, manage multiple tasks and operate in a fast-paced environment.
• Good at attention to detail and ability to self-check work.

Nice To Haves

• Prior customer service and knowledge of or experience in the insurance industry preferred

Responsibilities

• Act as a back-up for the Account Manager when they are out of the office.
• Responsible for handling implementation paperwork when a change in carrier occurs or when a new product is implemented.
• Assist with renewal and new business quoting and spreadsheets.
• Assist with Individual plan quotes and implementation.
• Assist with creation and updates of Benefit Booklets, PowerPoint presentations and any other communication materials for Open Enrollment and New Hires.
• Enter and submit changes/enrollments to carriers.
• Fulfill supply requests from clients. Coordinate carrier supplies.
• Request, review, coordinate client plan documents such as booklets, contracts, SPDs, etc.
• May be asked to attend a benefits or open enrollment fair to answer employee questions and distribute benefit materials.
• Preparation of materials for client meetings.
• Assist with coordination of Compliance setup.
• Provide resolution support and oversight of employee issues such as enrollment and billing issues.
• Request information from clients and carrier partners to initiate and complete the renewal process including but not limited to census data, renewal proposal and plan alternatives.
• Update and maintain Epic with client information as needed and update renewal as changes occur.
• Other miscellaneous duties as assigned.

Benefits

• Comprehensive Health Coverage: Medical, Dental, and Vision insurance plans to keep you and your family covered.
• Health Accounts: Access to Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA) to give you flexibility and control with pre-tax incentives
• Retirement Planning: A robust company match on retirement contributions, with 100% vesting after just 2 years.
• Paid Parental Leave: Generous time off for new parents, because growing your family shouldn’t mean sacrificing your career.
• Mental Health Support: Company-paid mental health resources as part of our holistic approach to employee wellness.
• Wellness Matters: Ongoing initiatives and tools to support your physical, emotional, and financial well-being.
• Work Life Integration: We believe that success isn’t just measured at the office—it’s about thriving in all aspects of life. That’s why we prioritize a healthy work-life balance with hybrid WFH schedules, supportive leadership, and a culture that respects your time.
• Professional Development: We encourage continued education and earning insurance designations by not only paying the fees but also giving bonuses to reward you!

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED