Conner Insurance
Assistant Account Manager, Benefits
Conner Insurance, Indianapolis, Indiana, us, 46262
JOB SUMMARY AND PURPOSE
As an active member of the Benefits Team, the Assistant Account Manager facilitates and promotes increased team productivity and performance. Providing support in a hands-on environment ensures that each Benefits Team Member is able to operate smoothly and offer the best possible client service. Candidates must be willing to learn, have strong attention to detail and communication skills, and must be able to skillfully analyze and operate within Microsoft Excel and other relevant software programs.
ESSENTIAL DUTIES :
Benefits Department Support
- Provides technical support to Advisors, Account Managers and Senior Account Managers.Maintains assigned accounts in benefits enrollment platform.Prepares employee communication materials using various platforms.Accesses and downloads carrier reporting.Prepares Conner Claim reports.Maintains and updates necessary internal and external systems.Identifies the impact of one's own work (e.g., decisions, issues) on others.Customer Relationship Management
- Demonstrates an understanding of directing people to the appropriate source for further information when guidance is needed.
Listens to Client needs and challengesResearch claims and eligibility issues by working with the vendor, client and member.Customer Service and Support
- Assists and supports the Account Manager and Senior Account Manager with the ongoing needs and issues of each Client.
Prepares marketing spreadsheets, proposals, presentations, employee communication and checklistsAssists with benchmarking and trend analysisMaintains confidential informationManages and maintains simultaneous projectsInsurance Marketing
- Assists Benefits Team with Marketing and Renewal process
Assists with preparing audits, census data, and quotingAssists with maintaining the quality of applications and enrollment applicationsADDITIONAL DUTIES:
Attend meetings, seminars and programs to learn about new products and services, learn new skills and receive technical assistance in developing new customers.Perform other duties as assigned.
EDUCATION, CERTIFICATES, LICENSES, REGISTRATIONS and/or EXPERIENCE:Bachelor's degree preferred.High school diploma or equivalent is required1-2 years of Benefits experience preferred.Basic Self-funded and Fully-insured marketplace/carrier knowledge preferred but not required.A current Indiana Life & Health license is preferred but not required.SKILLS:
Exceptional in Microsoft Word and Excel, PowerPoint, Outlook and AdobeAbility to perform duties in a high-pressured, fast-paced environmentMust be organized and detailed with the ability to prioritize and remain flexibleProfessional telephone skills and etiquetteSelf-motivated and able to work both independently with limited supervision and within a teamAttention to detailExcellent oral and written communication skillsAbility to respond to common inquiries or complaints from customers or carriersAbility to prepare proposals for presentation and reviewAbility to apply basic mathematical concepts such as percentages, addition, subtraction, multiplication and divisionAbility to think independently and criticallyAbility to define problems, collect data, establish facts, and draw valid conclusions
STARTING COMPENSATION:
Differs with experience.
The above statements are intended to be a representative summary of the responsibilities performed by incumbents of this job. The incumbent's may be requested to perform job-related tasks other than those stated in this description.
As an active member of the Benefits Team, the Assistant Account Manager facilitates and promotes increased team productivity and performance. Providing support in a hands-on environment ensures that each Benefits Team Member is able to operate smoothly and offer the best possible client service. Candidates must be willing to learn, have strong attention to detail and communication skills, and must be able to skillfully analyze and operate within Microsoft Excel and other relevant software programs.
ESSENTIAL DUTIES :
Benefits Department Support
- Provides technical support to Advisors, Account Managers and Senior Account Managers.Maintains assigned accounts in benefits enrollment platform.Prepares employee communication materials using various platforms.Accesses and downloads carrier reporting.Prepares Conner Claim reports.Maintains and updates necessary internal and external systems.Identifies the impact of one's own work (e.g., decisions, issues) on others.Customer Relationship Management
- Demonstrates an understanding of directing people to the appropriate source for further information when guidance is needed.
Listens to Client needs and challengesResearch claims and eligibility issues by working with the vendor, client and member.Customer Service and Support
- Assists and supports the Account Manager and Senior Account Manager with the ongoing needs and issues of each Client.
Prepares marketing spreadsheets, proposals, presentations, employee communication and checklistsAssists with benchmarking and trend analysisMaintains confidential informationManages and maintains simultaneous projectsInsurance Marketing
- Assists Benefits Team with Marketing and Renewal process
Assists with preparing audits, census data, and quotingAssists with maintaining the quality of applications and enrollment applicationsADDITIONAL DUTIES:
Attend meetings, seminars and programs to learn about new products and services, learn new skills and receive technical assistance in developing new customers.Perform other duties as assigned.
EDUCATION, CERTIFICATES, LICENSES, REGISTRATIONS and/or EXPERIENCE:Bachelor's degree preferred.High school diploma or equivalent is required1-2 years of Benefits experience preferred.Basic Self-funded and Fully-insured marketplace/carrier knowledge preferred but not required.A current Indiana Life & Health license is preferred but not required.SKILLS:
Exceptional in Microsoft Word and Excel, PowerPoint, Outlook and AdobeAbility to perform duties in a high-pressured, fast-paced environmentMust be organized and detailed with the ability to prioritize and remain flexibleProfessional telephone skills and etiquetteSelf-motivated and able to work both independently with limited supervision and within a teamAttention to detailExcellent oral and written communication skillsAbility to respond to common inquiries or complaints from customers or carriersAbility to prepare proposals for presentation and reviewAbility to apply basic mathematical concepts such as percentages, addition, subtraction, multiplication and divisionAbility to think independently and criticallyAbility to define problems, collect data, establish facts, and draw valid conclusions
STARTING COMPENSATION:
Differs with experience.
The above statements are intended to be a representative summary of the responsibilities performed by incumbents of this job. The incumbent's may be requested to perform job-related tasks other than those stated in this description.