Mid-Market Associate Account Manager

Role Overview

• Deliver daily support to members and employees by addressing routine benefits questions and resolving claims issues
• Respond to employee inquiries promptly and accurately through the appropriate communication channels
• Accurately document all calls, emails, work activities, and resolutions in D365
• Support Benefit Consultant and/or Account Manager with the management of assigned book of business
• Review accuracy of client work assignments from internal service team members
• Work closely with Benefits Consultant to facilitate the renewal process
• Review insurance contracts and benefit summaries to ensure accuracy of sold plans
• Complete client compliance checklists as directed by the Benefit Consultant and/or Account Manager
• Perform additional duties as assigned or requested

Requirements

• 2+ years’ experience in broker agency or benefit administration firm, required
• Current Life and Health license, required
• Thorough knowledge of health and ancillary products; required
• Working knowledge of all Microsoft Office products; required
• Familiarity and practical knowledge of quoting process and tools; preferred
• Bachelor’s Degree, preferred
• Experience with benefit administration systems, preferred

Benefits

• health, wellbeing, retirement, and other financial benefits
• paid time off
• overtime pay for non-exempt employees
• robust learning and development programs
• reimbursement of job-related expenses per the company policy
• employee perks and discounts