What You'll Do:

Primary Role: Provide internal support to the Account Management team in providing day to day client service. This position is expected to consistently provide excellent customer service to accounts in a supporting role. This work would include responding to carrier inquiries, contract review, back-up to account management staff when out of the office, employee packet creation, and benefit system updates. The ideal candidate will be an enthusiastic team player with a strong aptitude to follow direction, attention to detail, ability to prioritize work in a fast paced environment under pressure, meet deadlines, and be a strong communicator.

Essential Job Functions:

• Act as a back-up for the Account Manager when they are out of the office. Client contact will include all methods: electronic, telephonic and on occasion in person.
• Assisting with implementation paperwork when a change in carrier occurs or when a new product is implemented.
• Timely fulfill supply request from clients in preparation of open enrollment and new hire communication. Includes coordination of carrier supplies and reviewing upon receipt for accuracy.
• Request, review, coordinate updates and track client plan documents such as booklets, contracts, SPDs, etc.
• Assist in the preparation of client communication materials including benefit summaries, PowerPoint presentations and any other communication materials that may be needed.
• May be asked to attend a benefits or open enrollment fair to answer employee questions and distribute benefit materials.
• As needed, preparation of materials needed for client meetings including but not limited to carrier contact sheets and team contact sheets.
• Expected to be well versed on all Compliance topics including, but not limited to, ERISA, COBRA, FMLA, 5500s and Health Care Reform. Responsibilities may include preparing Compliance documents upon request.
• As needed, provide resolution support and oversight of employee issues such as enrollment, claim, and billing issues.
• Update and maintain agency management system with client information as needed at renewal and as changes occur.
• Work with Internal Partners, Clients and Carriers to ensure accurate and timely response to all outstanding issues.

• • Maintain client files in EPIC in compliance with PSF and IMA standards.
  • Other miscellaneous duties as assigned.

You Should Have

• Prior customer service experience and insurance industry knowledge preferred, but not required.
• High School Graduate. College degree preferred, but not required.
• High level of computer literacy including working knowledge of Windows, Excel, Word and PowerPoint.
• Must currently hold life and disability insurance license (or must obtain it within 60 days following date of employment) and retain license by meeting the continuing education requirements.
• Ability to meet production demands.
• Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
• Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts. Ability to work in a team environment.
• Keep informed regarding industry information, new product information, legislation, coverage's and technology to continuously improve knowledge and performance.
• Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.
• Develop and maintain excellent carrier relationships.
• Promote teamwork by sharing experiences, assisting others when help is needed and maintaining a positive and professional attitude.
• Project a professional image in action and appearance.
• Expected to further industry education through insurance courses and inform group department of knowledge gained.
• Strong ability to problem solve, set and meet deadlines, communicate, work under pressure, organize, prioritize, manage multiple tasks and operate in a fast paced environment.
• Refined verbal and written communication skills.
• Good at attention to detail and ability to self-check work.
• Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self-motivated, creative and innovative.
• Ability to carry out multiple tasks with both concrete and abstract variables.
• Must be comfortable with internet based programs as well as knowledge of Microsoft office products.