Employee Benefits Account Manager Assistant

Job Summary

Seeking a detail-oriented and motivated Employee Benefits Account Manager Assistant to join a team. This role provides critical administrative support to thr Benefits Account Manager, Benefits Producer, and client base, focusing on group or individual coverage. The ideal candidate will have a foundational understanding of insurance, excellent organizational skills, and a commitment to delivering exceptional customer service. This position offers a hybrid work environment after an initial 90-day in-office training period.

Compensation Package

• Salary: $20 - $22 per hour for non-licensed candidates; up to $55,000 if licensed.
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
• Hybrid work schedule available after onsite training period.

Responsibilities

• Provide administrative support to the Benefits Account Manager and Producer.
• Ensure accurate and detailed documentation in the agency database.
• Prepare and input data for quoting through online portals or rating platforms.
• Verify quotes, insurance policies, and changes for accuracy.
• Prepare and send renewal documents prior to renewal.
• Process enrollments, changes, and terminations with carriers, including COBRA TPA’s.
• Prepare enrollment materials, rate sheets, and proposals for client presentations.
• Assist clients with billing, claims issues, portal logins, and group administration updates.
• Prepare compliance documents such as Annual Certification Forms and Group Size Verification Forms.
• Stay informed about industry trends, carrier updates, and new products.
• Provide backup support to department personnel as needed.

Qualifications/Requirements

• Prior experience in insurance or a basic understanding of benefits is required.
• Willingness to work towards a Life and Health Insurance License is preferred, if not already held.
• Familiarity with AMS360 is a plus.
• Strong organizational and time-management skills.
• Excellent communication and interpersonal abilities.
• Attention to detail and accuracy.
• Ability to work collaboratively in a team environment.
• Proactive problem-solving skills.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-CH2