Assistant Account Associate - Employee Benefits

SUMMARY

Responsible for the daily processing of various client related service issues and administrative tasks that support the overall client relationship.

ESSENTIAL DUTIES AND RESPONSIBILITIES

•    Investigates and resolves client and employee issues that may involve enrollment or billing discrepancies, works with supervisor in responding to appropriate stakeholders;

•    Reviews, reconciles, prepares and sends client invoices

•    Analyzes, prepares and sends client reporting

•    Monitors and processes inbound enrollment and employee payroll files.  Follows up as necessary with appropriate parties when file(s) are not received when expected

•    Conducts audits on enrollment and payroll files to ensure accuracy of employee data

•    Posts and sends accurate enrollment and payroll files daily to appropriate parties

•    May attend benefit fairs to explain various voluntary products to client’s employees

•    Other duties as assigned

QUALIFICATIONS

EDUCATION / EXPERIENCE

Bachelor’s degree or equivalent combination of education and experience

One (1) or more years related work experience

Valid insurance license or must be obtained within 120 days

Must continue to meet Continuing Education requirements for license renewal

Encouraged to complete Career Path requirements as communicated by supervisor

SKILLS

Proficient in Microsoft Office Suite

Good problem solving and time management skills

Good verbal and written communication skills

Ability to prioritize work for multiple tasks and deadlines

Ability to work within a team and to foster teamwork

Ability to analyze and make recommendations to supervisor in solving data discrepancies

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