Benefits Insurance Account Assistant
2 weeks ago
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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