Benefits Insurance Account Assistant

2 weeks ago


Wadsworth, United States O'Neill Insurance Agency Inc Full time
Job DescriptionJob Description

ONeill Insurance is seeking a detail-oriented, positive, and self-motivated professional assistant to join our growing Benefits Team The person in this role will work closely with the Benefits Account Manager in delivering a best-in-class client experience by providing administrative support and producing accurate and timely work. No insurance experience is needed. Hybrid in-office/remote work schedule available.


Benefits

Flexible Schedule

Retirement Plan


Responsibilities
  • Assist Benefits Account Manager as needed to retain and sell business
  • Use Agency Management System to update and document client files
  • Assist in obtaining carrier proposals and preparing spreadsheets
  • Assist in the preparation of client-facing presentations
  • Assist clients with enrollment changes
  • Assist clients with billing questions
  • Perform other duties as assigned by management

Requirements
  • Exceptional work ethic
  • Ability to grasp new concepts/automation quickly
  • Strong team mentality
  • Acute attention to detail
  • Proficient with Microsoft Office products Excel, Word, PowerPoint
  • Excellent and professional communication skills
  • Driven to learn and grow professionally


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