Employee Benefits Account Representative
1 week ago
Responsibilities:
- Assist Account Managers with development of employee benefit summary drafts for clients. Includes annual renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications.
- Fulfill request for supplies from clients and for preparation of open enrollment communications.
- Request census data from clients and gather general client information from identified carriers.
- Track receipt of ID cards, booklets, and contracts.
- Request contract changes and/or plan amendments as needed.
- Verify accuracy of client plan documents.
- Prepare the account managers for employee meetings.
- General administrative support for the team.
- Develop client/carrier contact sheets.
- Maintain accurate client and team information in agency management system.
- Maintain client documents in ImageRight and share drive.
- Ensure accurate and timely response to all outstanding issues.
- Respond to requests from all partners by stated timeframes.
Knowledge, Skills and Abilities
- Life and Health License.
- Brokerage experience.
- Comfortable with internet-based programs and Microsoft Office products.
- Detail oriented and prioritizes accuracy.
- Ability to work in a team environment.
- Eager to learn new concepts and further professional development.
- Open to feedback and coaching.
- Establish effective working relationships with internal partners, clients and carriers.
LI-JK2
GLDR
#LI-hybrid
Job ID:
29198
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