Account Associate - Employee Benefits

Colonial Group; Chicago (IL); On-site; USD 42,000 - 68,000; Full time

Job summary

Colonial Group in Chicago, IL, is seeking a client-focused service professional to provide support to designated clients and new business, collaborating with the team leader and service teammates.

You will respond to inquiries, manage enrollment materials, coordinate meetings, and maintain accurate client records and HIPAA agreements.

Qualifications

• Bachelor's Degree or equivalent combination of education and experience.
• Two (2) or more years related work experience.
• Must continue to meet Continuing Education requirements for license renewal.
• Encouraged to complete Career Path requirements as communicated by supervisor.
• Valid Insurance License.

Responsibilities

• Interacts with clients to respond to inquiries concerning service accounts.
• Manages enrollment materials and HIPAA documents for accuracy.
• Coordinates enrollment processes and communicates benefits during meetings.
• Develops and/or prepares communication materials for clients.
• Maintains regular contact with clients to enhance relationships.
• Coordinates client health programs and wellness events.
• Maintains client information sheets and book of business.
• Ensures HIPAA agreements are up to date and on file.
• Maintains internal reporting systems for clients and policies.
• Keeps abreast of insurance industry legislation.
• Adheres to data standards and enters accurate information.
• Performs duties in line with policies and laws.

Skills

Verbal communication

Written communication

Customer service

Problem solving

Time management

Typing

Teamwork

Prioritization

Microsoft Office

Education

Bachelor's degree or equivalent

2+ years related experience

CE requirements

Career path readiness

Insurance license

Job description

SUMMARY

Responsible for providing customer service to designated clients and new business, working collaboratively with the team leader and other service team members.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Interacts with clients to respond to inquiries concerning service accounts;
• Manages transitional insurance company materials such as master application and binder check, termination letters to the terminated insurance companies, reviewing and proofing all employee enrollment materials, delivery of enrollment kits, and reviewing medical plan contracts and employee booklets for accuracy;
• Manages the enrollment process by coordinating the various implementation items such as confirming benefits to be communicated during enrollment meetings, preparing or obtaining employee enrollment materials, coordinating and/or conducting employee meetings, and reviewing medical plan contracts and employee booklets for accuracy;
• Develops and/or prepares communication materials for clients;
• Maintains regular contact with clients to provide service and enhance client relationships;
• Coordinates or assists with organizing client health programs and wellness fairs;
• Creates and maintains client or specific information and/or team book of business information sheets;
• Ensures up to date booklets and HIPAA Business Associate Agreements are on file for all clients for all lines of coverage;
• Maintains all internal reporting systems on clients and policies as determined by the team and ultimately the Supervisor;
• Stays abreast on legislations directly affecting clients and the insurance industry;
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
• Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
• Performs other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

• Bachelor's Degreeor equivalent combination of education and experience
• Two (2) or more yearsrelated work experience
• Must continue to meet Continuing Education requirements for license renewal
• Encouraged to complete Career Path requirements as communicated by supervisor
• Valid Insurance License

SKILLS

• Proven verbal and written communication skills
• Proven customer service skills, including telephone and listening skills
• Proven 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
• Proficient in Microsoft Office Suite