Account Assistant
About The Position
Assist Account Representative for day-to-day service for clients including claims, billing eligibility, and service issues Assist renewal process, enrollments, terminations, and COBRA Providing administrative support to Employee Benefit Manager and Account Representatives Preparing, formatting, and editing a range of documents Creating and interpreting a variety of reports Organizing market research Analyzing questionnaires and other forms of feedback Having clear understanding of carriers product offerings and processes to maintain efficient workflow Follows broker policies and procedures including reviewing client policies, maintaining client files Ensures accuracy of the Brokers administration system, AMS360 in timely manner Assist implementation activities for new and existing clients Assists in completion and processing of applications Assist Account Representative schedules, prepares for and open enrollment meetings Collects forms/data/schedules for regulatory compliance General office duties Maintaining a marketing database Comfort with multi-tasking in a deadline-driven environment Tasks that are assigned by the Manager
Requirements
- Obtaining CA Life and Health License within 3 months from the starting date is required
- College Degree or equivalent experience
- 1-3 years experience in office work and understanding of basic business.
- Experience in Microsoft Office Excel, PowerPoint and Outlook
- Experience using computers for a variety of tasks
- Competency in Microsoft applications including Work, Excel, Outlook and aptitude to learn new system (Zywave, Employee Navigator, Applied Epic.)
- Effective written and verbal communication skills
- Proficiency in speaking, reading and writing in business level Japanese and English
- A high level of attention to detail
- Ability to work effectively within a team and independently
- To perform this job successfully, an individual must be able to perform each essential duty satisfactorily
- Must be a team player willing to assist with projects and matters that arise.
- Must be responsible and productive both independently and with others.
- Must be creative, flexible, curious, and willing to try new things.
- Should be emotionally intelligent, forgiving, resilient, and solution oriented.
Nice To Haves
- Technical Proficiency
- Advanced skills in Excel and strong proficiency with Microsoft Office Suite (Outlook, PowerPoint, Word, Adobe PDF).
- Strong data analysis and reporting capabilities, with proven ability to provide data-driven insights.
- Personal Attributes
- Highly responsible, productive, and effective both independently and in team settings.
- Creative, flexible, and curious, with a willingness to try new approaches and solutions.
- Emotionally intelligent, resilient, solution-oriented, and able to maintain professionalism under pressure.
- Experience with Adobe Creative Cloud (Adobe Photoshop, Adobe Premiere) a plus
Responsibilities
- Assist Account Representative for day-to-day service for clients including claims, billing eligibility, and service issues
- Assist renewal process, enrollments, terminations, and COBRA
- Providing administrative support to Employee Benefit Manager and Account Representatives
- Preparing, formatting, and editing a range of documents
- Creating and interpreting a variety of reports
- Organizing market research
- Analyzing questionnaires and other forms of feedback
- Having clear understanding of carriers product offerings and processes to maintain efficient workflow
- Follows broker policies and procedures including reviewing client policies, maintaining client files
- Ensures accuracy of the Brokers administration system, AMS360 in timely manner
- Assist implementation activities for new and existing clients
- Assists in completion and processing of applications
- Assist Account Representative schedules, prepares for and open enrollment meetings
- Collects forms/data/schedules for regulatory compliance
- General office duties
- Maintaining a marketing database
- Comfort with multi-tasking in a deadline-driven environment
- Tasks that are assigned by the Manager
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
