Assistant Account Executive
Core
Support Account Executives in managing client files, resolving account issues, and preparing marketing materials for the Employee Benefits team.
Role type
Assistant Account Executive (Employee Benefits)
Builds
Client service operations and benefit administration workflows
Domain
Insurance brokerage / Employee Benefits
Deliverable
client delivery
Required skills
Client management, account maintenance, claim/policy/eligibility issue resolution, marketing proposal preparation, open enrollment coordination, carrier relationship management, benefit portal management, website creation assistance, data gathering and reporting
Preferred skills
Life & Health insurance licensing, 4-year college degree, analytical skills, computer literacy (Excel, Word, Outlook, PowerPoint)
Technologies
Benefit Point, TouchCare, Employee Navigator, HRConnections, MyWave
Responsibilities
Assist Senior Account Executives with daily client management; perform account maintenance including file updates and document scanning; resolve common account issues (claims, policies, eligibility); request and upload Schedule As for client filings; prepare Annual Notice packets; gather benefit and census data for reports; assist with marketing proposals and presentation preparation; prepare open enrollment materials; assist with client meetings and seminars; manage benefit portals; assist in creating client websites.
Seniority
Entry-level to Junior, hands-on IC