Account Executive
Core
Support Account Executive staff with daily client management, account maintenance, and resolution of common account issues for employee benefits clients.
Role type
Administrative support specialist for Account Executives
Builds
Maintains client files, prepares annual notice packets, and supports marketing proposals for employee benefits
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Life & Health License, 3+ years in Employee Benefits insurance, analytical problem-solving, verbal/written communication, computer literacy (Excel, Word, Outlook, PowerPoint), detail-oriented, multi-tasking
Preferred skills
4-year college degree
Technologies
Benefit Point, TouchCare, Employee Navigator, MyWave, Excel, Word, Outlook, PowerPoint
Responsibilities
Perform account maintenance including updates to client files and scanning of plan documents; Assist in resolution of claim, policy, eligibility, and service issues; Request, track, and upload Schedule A's for client 5500 filings; Prepare Annual Notice packets for clients; Learn benefit and census gathering/sorting for marketing reports; Assist with marketing proposals, paperwork, and presentation preparation; Revise/Edit and bind presentation materials; Prepare open enrollment materials; Maintain Benefit Portals; Assist Client and Account Executives utilizing MyWave