JOB SUMMARY AND PURPOSE

As an active member of the Benefits Team, the Assistant Account Manager facilitates and promotes increased team productivity and performance. Providing support in a hands-on environment ensures that each Benefits Team Member is able to operate smoothly and offer the best possible client service. Candidates must be willing to learn, have strong attention to detail and communication skills, and must be able to skillfully analyze and operate within Microsoft Excel and other relevant software programs.

ESSENTIAL DUTIES:

Benefits Department Support – Provides technical support to Advisors, Account Managers and Senior Account Managers.

1. Maintains assigned accounts in benefits enrollment platform.
2. Prepares employee communication materials using various platforms.
3. Accesses and downloads carrier reporting.
4. Prepares Conner Claim reports.
5. Maintains and updates necessary internal and external systems.
6. Identifies the impact of one’s own work (e.g., decisions, issues) on others.

Customer Relationship Management – Demonstrates an understanding of directing people to the appropriate source for further information when guidance is needed.

1. Listens to Client needs and challenges
2. Research claims and eligibility issues by working with the vendor, client and member.

Customer Service and Support – Assists and supports the Account Manager and Senior Account Manager with the ongoing needs and issues of each Client.

1. Prepares marketing spreadsheets, proposals, presentations, employee communication and checklists
2. Assists with benchmarking and trend analysis
3. Maintains confidential information
4. Manages and maintains simultaneous projects

Insurance Marketing – Assists Benefits Team with Marketing and Renewal process

1. Assists with preparing audits, census data, and quoting
2. Assists with maintaining the quality of applications and enrollment applications

ADDITIONAL DUTIES:

1. Attend meetings, seminars and programs to learn about new products and services, learn new skills and receive technical assistance in developing new customers.
2. Perform other duties as assigned.

EDUCATION, CERTIFICATES, LICENSES, REGISTRATIONS and/or EXPERIENCE:

• Bachelor’s degree preferred.
• High school diploma or equivalent is required
• 1-2 years of Benefits experience preferred.
• Basic Self-funded and Fully-insured marketplace/carrier knowledge preferred but not required.
• A current Indiana Life & Health license is preferred but not required.

SKILLS:

• Exceptional in Microsoft Word and Excel, PowerPoint, Outlook and Adobe
• Ability to perform duties in a high-pressured, fast-paced environment
• Must be organized and detailed with the ability to prioritize and remain flexible
• Professional telephone skills and etiquette
• Self-motivated and able to work both independently with limited supervision and within a team
• Attention to detail
• Excellent oral and written communication skills
• Ability to respond to common inquiries or complaints from customers or carriers
• Ability to prepare proposals for presentation and review
• Ability to apply basic mathematical concepts such as percentages, addition, subtraction, multiplication and division
• Ability to think independently and critically
• Ability to define problems, collect data, establish facts, and draw valid conclusions

STARTING COMPENSATION:

Differs with experience.

The above statements are intended to be a representative summary of the responsibilities performed by incumbents of this job. The incumbent’s may be requested to perform job-related tasks other than those stated in this description.