Account Associate – Employee Benefits

This is a fully remote position, open to applicants in Idaho, +4 more states.

📋 Description

• Deliver exceptional customer service to assigned clients and prospective business.

• Collaborate effectively with the team leader and fellow service team members.

• Address client inquiries regarding service accounts.

• Handle transitional insurance company materials, including applications, binder checks, termination letters, employee enrollment materials, enrollment kits, medical plan contracts, and employee booklets.

• Oversee the employee enrollment process and coordinate implementation tasks.

• Verify benefits communicated during enrollment sessions.

• Prepare or acquire employee enrollment resources.

• Organize and/or facilitate employee meetings.

• Create and/or develop client communication materials.

• Maintain consistent communication with clients to deliver service and strengthen client relationships.

• Coordinate or assist in organizing client health initiatives and wellness fairs.

• Create and maintain information sheets for clients and the book of business.

• Ensure that current booklets and HIPAA Business Associate Agreements are filed for all clients and lines of coverage.

• Maintain internal reporting systems for clients and policies.

• Stay informed about legislation impacting clients and the insurance sector.

• Adhere to agency management system data standards and maintain complete and accurate information.

⛳️ Requirements

• Bachelor’s degree or a comparable combination of education and experience.

• A minimum of two (2) years of relevant work experience.

• A valid Insurance License.

• Must continually meet Continuing Education requirements for license renewal.

• Demonstrated verbal and written communication abilities.

• Strong customer service skills, including proficiency in telephone and listening skills.

• Proven problem-solving and time management capabilities.

• Intermediate typing proficiency (30 - 35 wpm).

• Ability to collaborate within a team and promote teamwork.

• Ability to prioritize tasks for multiple projects and deadlines.

• Proficient in Microsoft Office Suite.

🏝️ Benefits

• Encouraged to fulfill Career Path requirements as outlined by the supervisor.

• Valid Insurance License must continue to meet Continuing Education requirements for license renewal.