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EB Account Administrator

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General Description: The Account Administrator will act as a back -- up for the Account Managers when they are out in the field.

Major Responsibilities:

  • The Account Administrator will assist Account Managers to develop employee benefit summary drafts for client to communicate the following; annual renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications.
  • Fulfilling request for supplies from clients and for preparation of open enrollment communications.
  • Tracking receipt of ID cards, booklets and contracts.
  • Initiation of contract changes and/or plan amendments at the direction of the Account Managers.
  • Verification of accuracy of client plan documents.
  • Assistance preparing the account managers for employee meetings.
  • Photocopying and general administrative support for the team.
  • Prepare Benefit Plan Manuals at Renewal.
  • Develop client/carrier contact sheets.
  • Establish effective working relationships with Internal Partners, Clients and Carriers.
  • Work with Internal Partners and Carriers to ensure accurate and timely response to all outstanding issues.
  • Respond to requests from all partners by stated timeframes.
  • Other miscellaneous duties as assigned.

 Knowledge, Skills and Abilities:

  • 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.
  • 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.
  • Work with all partners in a manner that fosters mutual respect and teamwork.
  • Ensure appearance of work area is neat, organized and professional ("client presentable").
  • Ability to meet production deadlines.
  • Strong attention to detail and ability to self-check work.
  • Excellent time management skills, keeps manager informed of problems.
  • Task oriented, excellent organizational skills, ability to prioritize work load.
  • Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self-motivated, creative and innovative.
  • Excellent problem solving skills.
  • Strong verbal communication skills.
  • Must currently hold life and disability insurance license (or must obtain it within 4 months following date of employment) and retain license by meeting the continuing education requirements.
    • High level of computer literacy including working knowledge of Windows2007, Excel, Word, Outlook, PowerPoint. Remains informed regarding industry information and new product information.
    • Expected to further industry education through insurance courses with intent to pursue an industry designation.
    • Prior customer service experience is preferred.
Job ID: 1839
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