Account Manager Associate I - Employee Benefits

About the role

This role will be responsible for delivering excellent and efficient service by assisting the Account Manager(s) with the daily management of a group of accounts. The Account Manager Assistant has an impact on agency success by assisting in achievement of client retention goals, effectively and consistently providing client service, and fostering a culture of accountability, integrity, trust, respect and teamwork while focusing on continuous improvement. ESSENTIAL DUTIES AND RESPONSIBILITIES: Research and respond to client issues such as billing, eligibility and escalated claims, with the appropriate carriers and/or vendors in order to maintain client satisfaction. Act as back-up to the account manager. Responsible for composing and responding to correspondence from clients and carriers via letters and email in a professional and grammatically correct manner. Maintain accurate and timely tracking and servicing documentation through agency management and document systems including profile/scan of open enrollment materials and marketing/renewal presentations, plan renewal decisions and entry of participation count utilizes for accurate commission estimates. Utilize activity logs in the agency management system to manage completion of tasks. Prepare open enrollment form spreadsheets, review enrollment forms, assist with implementation documents for submission to carrier, and post enrollment data audits. Follow the agency workflows and procedures to avoid Errors and Omissions. Prepare renewal and new business presentation binders with content guided by the account manager as well as required documentation for the client open enrollment process.