Job Description
General Description: Assist Account Managers in the service and retention of clients.
Responsibilities:
- Assist Account Managers with development of employee benefit summary drafts for clients. Includes annual renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications.
- Fulfill request for supplies from clients and for preparation of open enrollment communications.
- Request census data from clients and gather general client information from identified carriers.
- Track receipt of ID cards, booklets, and contracts.
- Request contract changes and/or plan amendments as needed.
- Verify accuracy of client plan documents.
- Prepare the account managers for employee meetings.
- General administrative support for the team.
- Develop client/carrier contact sheets.
- Maintain accurate client and team information in agency management system.
- Maintain client documents in ImageRight and share drive.
- Ensure accurate and timely response to all outstanding issues.
- Respond to requests from all partners by stated timeframes.
Knowledge, Skills and Abilities
- Life and Health License.
- Insurance experience.
- Comfortable with internet-based programs and Microsoft Office products.
- Detail oriented and prioritizes accuracy.
- Ability to work in a team environment.
- Eager to learn new concepts and further professional development.
- Open to feedback and coaching.
- Establish effective working relationships with internal partners, clients and carriers.
LI-JK2
GLDR
#LI-hybrid
Unrivaled Resources and Support
Industry-Leading Programs, Rewards, and Recognition
Deep Community Engagement
Committed to a Diverse, Equitable, and Inclusive Workplace
Nationally Recognized as a Top Insurance Employer
- Recognized as one of Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018-2024).
- Named to Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020-2024).
- Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance list.
- Honored by Glassdoor as a Best-Led Company in the U.S. in 2024.
- Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024
Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.
Job ID:
Visit Original Source:
http://www.indeed.com/viewjob