Associate Account Manager (On-site)

JOB SUMMARY: This position assists the Account Managers with the day-to-day administration

of employer groups and requires daily interaction with clients and/or brokers, vendors, and carrier

representatives to elicit and relay information and resolve client issues in a timely, efficient and

professional manner.

SUPERVISORY RESPONSIBILITY: None

ESSENTIAL DUTIES AND RESPONSIBILITIES:

1. Creates client specific collateral materials (reports, newsletters, presentations, summaries, etc.) when requested in order to provide clients with value-added services.
2. Coordinates the logistics of, communicates, attends, and/or record minutes of various events (e.g. meetings, training sessions, etc.). This includes using virtual meeting platforms to both schedule and facilitate meetings.
3. Assists with preparing and developing presentations, delivers and/or attends external meetings (e.g. employee open enrollment meetings, Board of Directors meetings, annual client meetings, etc.).
4. Receive, review, gather necessary information, and complete stop loss claim forms ensuring all eligibility requirements are met.
5. Assist in preparing claims data, performance, and other reports for client groups.
6. Prepare and issue invoices, certificates of coverage, audit statements, and renewal statements.
7. Create and update detailed Excel spreadsheets.
8. May explain basic compliance and actuarial concepts, answer various questions, and resolve issues regarding clients’ health benefits plans.
9. May work with staff and insurance carriers to implement new plan designs and changes to clients’ health benefits plans.
10. May shop fully insured health and ancillary products.
11. Fill in at the front desk/reception as assigned (approximately 40 hours per year).

These duties and responsibilities are intended to describe the general nature and level of work

involved for this job. This is not an exhaustive list of all duties or responsibilities.