Employee Benefits Account Associate

Job Locations US-TN-Memphis
Job ID
2021-1469
Category
Account Manager - Employer Benefits
Type
Regular Full-Time

Overview

The Account Associate will provide support to the Account Management team in providing daily client service.

Skills Required:

  • Prior customer service experience and insurance industry knowledge preferred, but not required
  • Proactive, customer service focus
  • Good attention to detail and ability to self-check work
  • Enthusiastic attitude, cooperative team player, professional demeanor and adaptable to changing circumstances
  • Sets priorities and manages work-flow to ensure efficient, timely and accurate processing of transactions and other responsibilities
  • Good verbal, written, and interpersonal communication skills
  • Proficiency in Microsoft Word, Excel and Power Point
  • Must be comfortable with internet-based programs and other Office products
  • High School Graduate. 4-year college degree preferred
  • Currently hold life and disability insurance license (or must obtain it within 6 months following date of employment) and retain license by meeting the continuing education requirements
  • Keep informed regarding industry information, new product information, legislation, coverage and technology to continuously improve knowledge and performance
  • Expected to further industry education through insurance courses

Daily Responsibilities:

  • Act as a back-up for the Account Manager when they are out of the office.  
  • Work with Internal Partners, Clients and Carriers to ensure accurate and timely response to all outstanding issues.
  • May need to request information from clients and carrier partners to initiate and complete the renewal process and ongoing service issues.
  • May need to request and prepare basic analytical reports in conjunction with the Account Management Team.
  • Assist with ongoing client issues, including but not limited to: billing, enrollment, member claims.
  • Make Account Management Team aware of any escalated issues.
  • Assist in preparation client materials for RFPs, renewals, new business presentations, analytical reviews and any other communication materials that may be needed.
  • Assist in completion of sold case paperwork and implementation of clients with new carriers.
  • Maintain client data in agency management system.  
  • Assist with review of all client plan documents for accuracy within 30 days of receipt.
  • Other miscellaneous duties as assigned.

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