Client Account Specialist - Employee Benefits

Description:

WHAT YOU WILL DO

• Gain knowledge of the Employee Benefits industry (Medical, Dental, Vision Insurance)
• Prepare information about insurance options for our business clients
• Provide outstanding service to our clients
• Assemble presentation materials
• Assist with general office duties
• Administrative support with the management of insurance client accounts, primarily with the technical system and data entry duties.
• Operational support for book of business, completing tasks timely and accurately to ensure compliance, organizational and client needs are met.
• Timely and accurate completion of tasks, basic product knowledge.
• Supports Insurance Advisors in onboarding new clients, collecting required information, generating documents, assisting in claim reporting, and recommending additional coverage as needed
• Reviews current coverage and recommends changes in coverage and markets as needed at each service contract
• Remarkets accounts as needed
• Secures quotes for new business opportunities
• Maintains orderly electronic files and information in accordance with agency standards
• Maintains confidentiality of sensitive information.
• Assists with billing and payment inquiries.
• Checks new business policies, insurance renewal policies, endorsements, and audits for accuracy.
• Creates and generates reports upon request.
• Verifies accuracy and coverage adequacy of policies, requests changes to correct errors as needed
• Independently manages workflow to ensure efficient, accurate and timely processing of transactions and renewals
• Keeps informed of industry and new product information, coverages and technology to continuously improve knowledge base
• Helps support bringing up and training new individuals when asked

WHAT YOU WILL ENJOY ABOUT BEING AN ASSOCIATE

• COMPANY PAID Voluntary Life and Short-Term Disability insurance!
• Comprehensive employee benefits package (medical, dental, vision, life, and disability insurance)
• 401(k) & company match
• HSA
• FSA
• Paid Time Off
• Licensure assistance
• Security of working for a stable, independent agency with a defined path for internal succession
• A supportive team environment that celebrates success
• Positive work-life balance

Requirements:

WHAT YOU WILL BRING

• Experience working in an office environment
• Ability to assists with departmental projects.
• Willingness to obtain Minnesota Life and Health Insurance license within 60 days of employment (assistance provided)
• Performs assigned duties within the department and focuses primarily on day to day technical/operational tasks.
• Excellent customer service and interpersonal skills
• Deadline-driven and detail-oriented personality
• Strong Knowledge of Excel
• Works under direct supervision
• Work full-time - Monday-Friday 8am-5pm onsite at branch location