Assistant Account Associate I

SUMMARY 

Responsible for performing customer service, technical, and administrative tasks that support the service team and overall client relationship.

ESSENTIAL DUTIES AND RESPONSIBILITIES  

Reviews and compares benefits contracts, renewal documents and other materials for accuracy.

Coordinates or assists with organizing meetings for service team.

Participates in designated client meetings to learn and develop presentation skills; takes notes if needed.

Partners with administrative team for the distribution of collateral and other client materials; sets appropriate timelines.

Updates internal agency management systems and reviews for accuracy.

Saves appropriate documents to online folders and files using the appropriate file structure and naming convention.

Maintains and updates designated trackers and project management tools.

Coordinates Form 5500 completion process with vendor.

May attend benefits fairs to explain various products to client’s employees.

May assist with the preparation of renewal and marketing spreads and other client facing materials.

May assist with inputting carrier data into experience templates.

Assists with creating and updating employee facing communications.

Responds to client inquiries with guidance from the support team.

Requests information from carriers.

May send Broker Compensation Disclosure and other required disclosures to client.

Comply with agency management system data standards and data integrity (enters and maintains complete and accurate information).

Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.

Performs other duties as assigned.

QUALIFICATIONS 
EDUCATION / EXPERIENCE 

High School Diploma or equivalent combination of education and experience

Less than 1 year related work experience

Encouraged to complete Career Path requirements as communicated by supervisor

Valid Insurance License

Must continue to meet Continuing Education requirements for license renewal

SKILLS

Proficient in Microsoft Office Suite

Good problem solving and time management skills

Good verbal and written communication skills

Ability to prioritize work for multiple tasks and deadlines

Ability to work within a team and to foster teamwork

Ability to analyze and make recommendations to supervisor in solving data discrepancies

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