Employee Benefits Account Representative; Select

About the position

The Employee Benefits Account Representative will assist the account management team with the service and retention of small employee benefits clients. This entry-level position involves preparing materials for client meetings and renewals, including benefit summaries and enrollment procedures, as well as providing general administrative support to the account management team.

Responsibilities

• Assist account managers with preparation of materials for client meetings and renewals.
• Assist with the preparation of client compensation disclosures.
• Request census data from clients and gather general client information from identified carriers.
• Track receipt of ID cards, booklets, and contracts.
• Request contract changes and/or plan amendments as needed.
• Verify accuracy of client plan documents.
• Provide general administrative support for the account management team.
• Develop client/carrier contact sheets.
• Maintain accurate client and team information in agency management system.
• Maintain client documents in ImageRight and network drive.
• Ensure accurate and timely response to all outstanding issues.
• Respond to requests from all partners by stated timeframes.
• Establish and maintain effective working relationships with internal partners, clients, and carriers.

Requirements

• Entry-level position; college degree preferred.
• Customer service experience preferred.
• Must be willing to earn life and disability insurance license.
• Knowledge of BenefitPoint and ImageRight preferred.
• Ability to set priorities and manage deadlines.
• Comfortable with internet-based programs and Microsoft Office products.
• Detail oriented and prioritizes accuracy.
• Ability to work independently and in a team environment.
• Eager to learn new concepts and further professional development.
• Open to feedback and coaching.
• Ability to define problems and generate potential solutions.

Benefits

• Medical, wellness, dental and vision insurance.
• 401(k) plan.
• Flexible spending and health savings accounts.
• Short and long-term disability insurance.
• Life insurance.
• Generous paid time off policy.
• Paid family leave benefit.
• Paid holiday time.
• Employee programs that recognize outstanding achievement.
• Award-winning wellness program.
• College scholarships for associates' children.
• Financial help in times of need.