Manage client relationships and service client insurance needs
Prepare communication material about the student health insurance plan
Create and update student health insurance plan websites, including waiver and enrollment forms
Manage data transfer process between UHP and the client
Process enrollments, facilitate reconciliations, invoice clients, and coordinate the deposits of premium payments
Prepares, processes, reviews and monitors various documents such as premiums, policies, claims, applications, changes, etc.
Answer phone inquiries from medical providers, students, parents and school contacts about benefits, enrollment and other information
Create and package claim reports, and perform analysis for client
Collaborate with team members on new projects. Coordinate, develop ideas and formulate presentations
May need to provide field service, meeting with students and school administrators to explain insurance benefits
Develop marketing material, update prospect lists, coordinate mass emails

Minimum of 3+ years of work experience
Valid Life, Accident and Health brokers’ license or agreement to get licensed within 90 days of starting
College degree preferred
Possess excellent verbal and written communication skills
Demonstrate proficiency in computer applications, esp. Microsoft Office Suite and comfort working in a paperless environment
Exceptional organization and time-management skills
Self-starter, professional and assertive
Ability to handle a fast-paced, challenging work environment

Assistant Account Manager

Key skills