Account Associate I - Employee Benefits

SUMMARY

Responsible for providing customer service and clerical support to assist the service team in supporting existing accounts.

ESSENTIAL DUTIES AND RESPONSIBILITIES

* Creates prospect and customer files on shared drive;

* Assists with preparing group communication pieces in Campaign Builder and other programs;

* Coordinates Form 5500 completion process with clients;

* Organizes client health vendor programs and wellness fairs;

* Updates BenefitPoint, BrainShark, BenIQ and other proprietary databases;

* Coordinates or assists with organizing WebEx meetings for Account Executives;

* Attends client Open Enrollment meetings to learn and develop presentation skills;

* Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);

* Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

High school diploma or equivalent combination of education and experience

Related work experience preferred

SKILLS

Good verbal and written communication skills

Good customer service skills, including telephone and listening skills

Good problem solving and time management skills

Intermediate typing skills (30 - 35 wpm)

Ability to work within a team and to foster teamwork

Ability to prioritize work for multiple projects and deadlines

#LI-AS1

• Irvine, CA, USA
• Los Angeles, CA, USA
• San Diego, CA, USA
• San Francisco, CA, USA