Account Analyst – Employee Health Benefits                                              Salaried / Non-Exempt

Reports to:  Analyst Manager

Summary/Objective

The Account Analyst supports the account management team with various administrative service functions in the Employee Health & Benefits department.  Join a team of analysts in supporting clients and colleagues with census, benefits websites, and quality control for Employee Health and Benefits business. 

Essential Functions

Process all incoming mail for assigned teamProcess census data and communicate with account management teamPrepare data and information for client enrollments.Review for accuracy and process applications, binders, endorsements, renewals, new business policies and plans, census/enrollment requests, and certificates of insurance (applicable by department)Prepare premium quotations on new business, renewal business, and any policy changes on existing policies for the account management teamAssist team with the preparation of applications and supporting documentsSet up client benefit enrollment portalsUnderstand all carrier online capabilities for processing as necessary to complete your work processesCommunicate with account management team, Manager, and Director to provide regular input on all account activity, and workloadBe familiar with, and adhere to the department’s procedure manual for the processing of your work processesFollow all systems, procedures and regulations set forth by both the agency and the insurance companiesContinue to update job knowledge by participating in educational opportunitiesFollow best practices and procedures with Epic agency management system.Update program charts

Competencies

Strong data entry skillsTechnical capacity with proficiency in Microsoft Office software programsGood communication skillsGood organizational and time management skillsCustomer focusedWillingness to take direction from team membersDetail oriented

Preferred Education and Experience

2 years of insurance experience or undergraduate degreeCurrently pursuing an insurance education designation

Movement to next position:

Obtain license, master responsibilities and core competencies of current roleProficiency with Excel and OutlookDepartment Specific, Insurance Knowledge (TotalCSR; MMA Specific training)

Position Type

This is a full-time position.  

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.