Client Account Specialist - Employee Benefits
About The Position
WHAT YOU WILL DO Gain knowledge of the Employee Benefits industry (Medical, Dental, Vision Insurance) Prepare information about insurance options for our business clients Provide outstanding service to our clients Assemble presentation materials Assist with general office duties Administrative support with the management of insurance client accounts, primarily with the technical system and data entry duties. Operational support for book of business, completing tasks timely and accurately to ensure compliance, organizational and client needs are met. Timely and accurate completion of tasks, basic product knowledge. Supports Insurance Advisors in onboarding new clients, collecting required information, generating documents, assisting in claim reporting, and recommending additional coverage as needed Reviews current coverage and recommends changes in coverage and markets as needed at each service contract Remarkets accounts as needed Secures quotes for new business opportunities Mains orderly electronic files and information in accordance with agency standards Maintains confidentiality of sensitive information. Assists with billing and payment inquiries. Checks new business policies, insurance renewal policies, endorsements, and audits for accuracy. Creates and generates reports upon request. Verifies accuracy and coverage adequacy of policies, requests changes to correct errors as needed Independently manages workflow to ensure efficient, accurate and timely processing of transactions and renewals Keeps informed of industry and new product information, coverages and technology to continuously improve knowledge base Helps support bringing up and training new individuals when asked WHAT YOU WILL ENJOY ABOUT BEING AN ASSOCIATE COMPANY PAID Voluntary Life and Short-Term Disability insurance! Comprehensive employee benefits package (medical, dental, vision, life, and disability insurance) 401(k) & company match HSA FSA Paid Time Off Licensure assistance Security of working for a stable, independent agency with a defined path for internal succession A supportive team environment that celebrates success Positive work-life balance
Requirements
- Experience working in an office environment
- Ability to assists with departmental projects.
- Willingness to obtain Minnesota Life and Health Insurance license within 60 days of employment (assistance provided)
- Performs assigned duties within the department and focuses primarily on day to day technical/operational tasks.
- Excellent customer service and interpersonal skills
- Deadline-driven and detail-oriented personality
- Strong Knowledge of Excel
- Works under direct supervision
- Work full-time - Monday-Friday 8am-5pm onsite at branch location
Responsibilities
- Gain knowledge of the Employee Benefits industry (Medical, Dental, Vision Insurance)
- Prepare information about insurance options for our business clients
- Provide outstanding service to our clients
- Assemble presentation materials
- Assist with general office duties
- Administrative support with the management of insurance client accounts, primarily with the technical system and data entry duties.
- Operational support for book of business, completing tasks timely and accurately to ensure compliance, organizational and client needs are met.
- Timely and accurate completion of tasks, basic product knowledge.
- Supports Insurance Advisors in onboarding new clients, collecting required information, generating documents, assisting in claim reporting, and recommending additional coverage as needed
- Reviews current coverage and recommends changes in coverage and markets as needed at each service contract
- Remarkets accounts as needed
- Secures quotes for new business opportunities
- Maintains orderly electronic files and information in accordance with agency standards
- Maintains confidentiality of sensitive information.
- Assists with billing and payment inquiries.
- Checks new business policies, insurance renewal policies, endorsements, and audits for accuracy.
- Creates and generates reports upon request.
- Verifies accuracy and coverage adequacy of policies, requests changes to correct errors as needed
- Independently manages workflow to ensure efficient, accurate and timely processing of transactions and renewals
- Keeps informed of industry and new product information, coverages and technology to continuously improve knowledge base
- Helps support bringing up and training new individuals when asked
Benefits
- COMPANY PAID Voluntary Life and Short-Term Disability insurance!
- Comprehensive employee benefits package (medical, dental, vision, life, and disability insurance)
- 401(k) & company match
- HSA
- FSA
- Paid Time Off
- Licensure assistance
- Security of working for a stable, independent agency with a defined path for internal succession
- A supportive team environment that celebrates success
- Positive work-life balance
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
