Assistant Account Manager (Benefits)

Job Description

Position Overview
The Assistant Account Manager position assists in supporting the day-to-day service to our clients or carriers at the direction of the Account Executives, Account Managers and/or Benefits Manager.

Principal Duties and Responsibilities
• Assist in researching and resolving service issues
• Assist in preparing bid specifications for Requests for Proposal (RFPs); obtain necessary census and historical data for bid process; develop knowledge of carriers and products offered; upon request proof proposals for accuracy
• Assist with implementation of new lines of coverage and carrier changes and insure smooth launch/transition; complete all new/renewal business paperwork and internal documentation
• Assist with preparation of employee communications materials such as brochures, flyers and payroll stuffers
• Assist with setup of online benefits support tools
• Upon request, proof booklets and contracts for accuracy; report inaccuracies to the carrier(s) for correction; request Schedule As for clients’ IRS Form 5500 filings and facilitate signature ready Form 5500s
• Assist in organizing and/or conducting Open Enrollment meetings upon request
• Assist with training new hires in L&T processes
• Responsible for electronic file set-up and maintenance, along with ongoing filing and documentation of client meetings/issues/decisions
• Plan, prioritize and complete day-to-day workload taking into account new business, renewal business and day-to-day service responsibilities for the accounts assigned in a timely manner ensuring internal/external deadlines are met
• Attend onsite and offsite client meetings as necessary
• Conduct all business in accordance with established policies and procedures
• Other duties as assigned

Skills & Responsibilities

Knowledge, Skills and Abilities
Required:
• High School Diploma or GED
• 1+ years in employee benefits/human resources administration
• Licensed in Arizona Health, Life and Disability (or ability to be licensed within 3 months of employment)
• Ability to develop and work with mathematical formulas
• Ability to effectively communicate, both written and verbally, with internal and external parties
• Excellent time management, organizational and multi-tasking skills with high attention to detail
• Ability to build and maintain effective relationships with clients, carriers and peers
• Ability to work independently and in cross-functional teams
• Ability to assist in conducting education and enrollment meetings (comfortable with public speaking)
• Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point)

Preferred:
• Some college or technical training in related discipline
• Experience using BrokerageBuilder
• Continuing education such as RHU, REBC, CEBS, or CBP

Working Environment
• Work is performed indoors in a climate controlled office environment
• General technology as it relates to office administration
• Regular business hours with additional hours required during certain periods
• Occasional travel to client sites
• Some lifting of up to 50 pounds required during transportation of presentation and client materials

Salary Details

Salary depends on experience
Salary and Benefits information will be discussed during the interview process
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