This Associate level role is designed to provide day-to-day client service, technical and administrative support on an assigned book of group employee benefits accounts. You’ll provide critical support during the renewal process on existing clients and handle assignments on prospective business projects too. This opportunity is with a very sophisticated insurance brokerage that develops business through channels that can create a diverse portfolio of clients. On any given day the clients can go from startups and small firms into large conglomerates. Their employee benefits plans and the client service attention they require must reflect those changes.
Associate Employee Benefits Account Manager Responsibilities
- Create and maintain client information, policies and plans in the agency’s management system. Assist with documents and processing for marketing, implementation and enrollments.
- Assist the account executives with Broker of Record letters, preparing RFPs, reports, proposals and summaries.
- Audit and review billing, reconcile and claims issues. Confirm the accuracy of policies and related plan documents. Identify deficiencies, request corrections and follow up for resolution.
Associate Employee Benefits Account Manager Qualifications:
- Bachelor’s degree or applicable experience preferred.
- At least 2-3 years of applicable analyst or account management experience; experience in an insurance agency environment is a big plus.
- Active state license.
- Proficiency with Microsoft Excel and other applications. Able to work within a team and under deadlines.
Please contact Scott Thompson for immediate confidential consideration and additional details.
Phone: 515-216-5455
See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.
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