SUMMARYย
Responsible for providing customer service and clerical support to assist the service team in supporting existing accounts.
ESSENTIAL DUTIES AND RESPONSIBILITIESย ย
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.
QUALIFICATIONSย
EDUCATION / EXPERIENCEย
High School Diplomaย or equivalent combination of education and experience
Bachelor's Degree
One (1) or more years
Valid Insurance License
ย ย
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
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