Administrative Account Assistant, Benefits
Administrative Account Assistant, Benefits
Some people are born to help others and in the insurance industry, there is no shortage of people who need our help! We’re currently looking for an Administrative Account Assistant who will work with our Sales Executives and Benefits Specialists to provide exceptional service to our clients. This is an excellent role for anyone who is looking to get their insurance career started!
What’s the work like?
You will:
Assist in our business conversion project which includes (but may not be limited to), entry of accounts, and the scanning and indexing paper files to our electronic file maintenance system
Assist department team members with general service needs, including but not limited to, responding to client emails and calls, processing insurance quotes, preparing insurance policy summaries and presentation materials, entering applications, coordinating with carriers on enrollments, censuses, payments, and other reporting requirements, and maintaining client files.
- Depending on location, provide administrative support to staff including (but not limited to) answering phones, processing mail, scheduling meetings, photocopying and creating documents, reports, spreadsheets, presentations, and other similar correspondence.
- Maintain the electronic account file and fully incorporate the capabilities of the agency management system into daily workflow
- Follow agency and department procedures as outlined by management
- Ensure confidentiality is maintained in the collection, maintenance, and dissemination of highly sensitive information, including Protected Health Information (PHI)
- Maintain, develop, and pursue technical knowledge through newsletters, bulletins, seminars, trade publications or other educational opportunities
- Maintain regular and consistent attendance
- Any other special projects and duties as assigned
What do I need to know?
You have to have…
- A high school diploma or equivalent
- A valid Driver’s License
- Excellent verbal and written communication skills
- Strong organizational skills; ability to prioritize and multi-task
- A high degree of proficiency in Microsoft Office products (Word, Excel), electronic mail system, and all other agency automation software
- Proficiency in office equipment such as computer, calculator, copier, phone and fax machine
- Proficiency in word processing and typing skills
- Strong respect for confidentiality
- Regular and consistent attendance
- Ability to observe safety and security procedures and use equipment and materials properly
- Ability to conform with and abide by all workplace policies, work procedures, and instructions
- Ability to establish and maintain effective working relationships with company employees and external contacts
- The ability to obtain required formal insurance education (e.g., Life and Health License).
Preference will be given to candidates who have experience in employee benefits, specifically individual policies, and possess a willingness to grow.
Okay, so what’s in it for me?
- competitive salary
- Health, Dental, Vision, Life, Disability, and Long Term Care insurance
- Health Savings Account with employer contribution
- 401k with match
- Paid Time Off available to use on your first day
- flexible work schedules including a 37.5 hour work week and telecommuting options
- education and tuition reimbursement programs
- fun working environment (company outings, bag-o competitions, plenty of food days, to name a few!)