Client Associate
Core
Provide administrative and project support to client service teams, assisting with insurance bidding, renewals, and client communications.
Role type
Administrative support associate (insurance/benefits)
Builds
Client presentation materials, binders, and renewal submissions
Domain
Insurance / Employee Benefits
Required skills
Data review and accuracy, Microsoft Office proficiency, basic insurance terminology knowledge, ratio/rate calculation, task prioritization, problem resolution
Preferred skills
Familiarity with plan types (HMO, PPO, CDHP-HSA), advanced Excel formulas, website maintenance
Responsibilities
Review census data and plan design for renewals, coordinate creation of binders and presentations, upload client data to mobile apps, process Broker of Record letters, maintain client and carrier contacts, research trends and update benchmarking templates, act as liaison for coverage and claim issues
Seniority
Entry-level to Junior, service-oriented