Benefits Associate Account Executive

About the Role

Key Responsibilities

• Assist Account Executives in managing client relationships and ensuring high levels of client satisfaction.
• Respond to client inquiries regarding benefit plans, claims, and billing, providing timely and accurate information.
• Maintain organized client documentation and ensure all client interactions are logged in the agency management system.
• Conduct data entry and maintain client information in agency management systems, ensuring accuracy and compliance with internal guidelines.
• Support the preparation of Request for Proposals (RFPs) by gathering necessary information and coordinating with carriers to meet deadlines.
• Assist in the creation and maintenance of marketing materials and communication booklets as per department guidelines.
• Participate in the organization and execution of enrollment meetings, ensuring all materials are prepared and available.
• Compile and submit necessary data for compliance reports, including Medicare Part D disclosures and annual notices.
• Generate aggregate reports and stewardship reports as requested by Account Executives to support client analysis.
• Engage in ongoing professional development by participating in training sessions and webinars related to employee benefits and insurance.
• Support senior team members in technical tasks and client renewals, demonstrating a commitment to learning and growth.

Requirements

• Bachelor's degree preferred.
• 3+ years of experience in an account management or support role within the insurance or employee benefits industry.
• Strong understanding of employee benefits and insurance products.
• Excellent communication skills, both written and verbal, with the ability to interact effectively with clients and team members.
• Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) and agency management systems.
• Ability to manage multiple tasks, prioritize effectively, and work collaboratively in a team environment.
• Bilingual Spanish is a plus.

Nice to Have

• Bilingual Spanish language skills.

Qualifications

• Bachelor's degree (preferred).
• 3+ years of relevant experience in employee benefits or insurance industry.

Benefits & Perks

• Health and welfare benefits.
• Tuition assistance.
• 401K retirement plan.
• Employee assistance program.
• Career mobility opportunities.
• Employee network groups.
• Volunteer opportunities.
• Comprehensive salary and benefits package.