Assistant Account Manager
2 weeks ago
**About Patriot**: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 26th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 1,800 employees operating in 135 locations across 27 states, Patriot's collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.
**About Wilshire**:As independent benefit advisors, Wilshire Financial & Insurance Services represents all major insurance companies. We provide the most optimal employee benefits in the market while helping our clients manage their costs. Serving the community since 1992, we’re known for a level of service and integrity that’s rare in benefit consulting. Wilshire is a proud partner agency of Patriot Growth Insurance Services.
**Overview**: We are seeking an Assistant to Account Managers to join our team. This position is responsible for providing clerical and administrative support to the Sales and Account Management team. The work involves daily interaction with insurance company personnel to address billing issues, enrollment, claims and renewals. It is the level of professionalism, speed and efficiency with which these functions are executed, that often determines how well the company will be able to service any of its clients.
To perform this job successfully, the Assistant to Account Managers must maintain constant communication with their Account Manager, be accountable for their work, be reliable, organized, able to multi-task, work at a fast pace and demonstrate a commitment to learning more about the benefits industry.
**Primary Job Responsibilities**:
- Serves as client advocate and a primary point of contact for assigned accounts.
- Develops professional business relationships with all clients and demonstrates a clear understanding of the client’s core business.
- Assists in managing client expectations, service commitments, and anticipates needs of the client
- Assists with identifying, conducting research, and resolving participant benefit issues.
- On behalf of the client, conducts research on billing issues such as delinquent payments, billing discrepancies and policy reinstatements.
- Upon the direction of the Account Manager and/or Producer, coordinates with the clients on the accumulation of census data, history of plans, and all other data for insurance carrier quotes.
- Assists with managing open enrollment and the preparation of presentation materials, employee handouts, and other informational tools for client meetings.
- Quickly identifies and resolves basic client service issues.
- Handles benefit enrollments and terminations for assigned clients.
- Recommends process improvements as needed.
- Assists with the creation of client presentations using Excel and PowerPoint to summarize client data obtained from vendors or Account Managers; may involve developing charts in Excel to summarize data for use in PowerPoint.
- Assists with gathering necessary data from the vendor or client; reviews to ensure it is complete, accurate, and reasonable.
- Assists in the review of external vendor contracts, summary plan documents, and employee communications to ensure alignment with client expectations and legal requirements,
- Researches client issues by contacting carriers and vendors on behalf of the client and determines when issues need to be escalated to the consultant level,
- Summary Plan Description (SPD) Reviews: Reviews the SPD from the carrier and compares it to the client's benefits for accuracy; follows up with the carriers to make any necessary changes are made.
- Understands and demonstrates project management skills such as: managing the quality and timeliness of client deliverables, participating in client calls, and meetings as appropriate.
- Assists with creating spreadsheets and premium allocations.
- Prepares summaries of insurance with guidance from Account Manager
- Maintains client files accurately and consistently; responsible for proper documentation of files and proper communication in accordance with company workflow, procedures and best practices. Maintains a high degree of accuracy in document management systems.
- Meets with clients and insurance company representatives as requested by Sales and Account Management teams.
**Requirements**:
- 2-5 years of prior experience in an administrative support, or related position
- Associate degree in business administration or similar, or equivalent level of prior releva
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