Account Representative – Employee Benefits

Account Representative – Employee Benefits

Requirements

• High School / GED
• 1-2 years administrative experience or equivalent combination of education & experience
• Ability to effectively and professionally communicate orally and in writing with internal and external customers
• Desire to learn and grow within the insurance industry
• Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately
• Confidence and demeanor to effectively interact with all levels within the organization
• Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly
• Computer skills: proficiency with Microsoft Office Suite and Outlook
• Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

Responsibilities

• Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data.
• Assist client with all billing issues including auditing and reconciliation.
• Add and maintain Splits in agency management system (Benefit Point).
• Obtain post-enrollment numbers for each plan.
• Order Client ID Cards.
• Prepare Annual Legal Notices.
• Prepare Master Applications, POP, COBRA & ERISA Wraps/SPD and SMM as requested.
• Prepare Provider Directories.
• Request Summaries, SBC and EOC and save in client file.
• Review and Scrub New Group Employee Applications, create list of pending items for Account Manager/Account Executive.
• Review employee enrollments/terminations/changes for accuracy and oversee process.
• Timely communication with Account Manager/Account Executive if unable to accommodate timeline due to requests from other team members.
• Facilitate Ben Admin/HRIS System Updates (Ease, ADP, Paylocity, etc).
• Set-up HR Advocacy Tool, Legal Compliance Resources and Wellness value adds.
• Make initial request for plan renewals from carriers.
• Gathering/preparing census data.
• Performs other duties and projects as assigned.

Preferred Qualifications

• Desire to learn and grow within the insurance industry
• Entrepreneurial spirit and are challenged by the opportunity to grow the business
• Focused on learning and development to enhance industry knowledge and expertise
• Self-starter willing to invest time and energy to learn the technical aspects of the business
• Belief in integrity and building success by developing relationships with others