Broker Associate (Healthcare) | Work from Home

Spoke; New York (NY); Remote; USD 50,000 - 65,000; Full time

Job summary

Spoke in New York, NY is seeking a Broker Account Associate to support employee benefits account management for a top-performing General Agency. This entry-level role involves data scrubbing for RFPs, assisting renewal processes, and coordinating with spreadsheet teams to present data accurately.

You will work in a fast-paced environment, leveraging Excel skills (formulas, pivots) and strong organizational abilities to ensure timely, accurate service to broker partners.

Qualifications

• Experience in employee benefits or health insurance preferred.
• Experience in the PEO space required.
• Excellent verbal and written communication and organizational skills.
• Ability to work in a fast-paced, high-volume environment.
• Detail oriented and highly organized with ability to reprioritize with minimal supervision.
• Excellent problem-solving skills.

Responsibilities

• Focus will be on Employee Benefits Account Management
• Scrubbing RFP data intakes, confirming all data received, communicating to broker on missing data.
• Communicating with spreadsheet team on what needs to be presented
• Internal operations for data management and file creation, etc.
• Supporting the renewal process
• General problem solving of broker issues as they arise

Skills

Benefits knowledge

Data management

Excel proficiency

Communication skills

Organizational skills

Problem solving

Tools

Word

Excel

PowerPoint

Job description

Broker Account Associate

We are seeking a Benefits Broker Account Associate. This is a great entry-level opportunity working with a top producing General Agency.

Responsibilities

• Focus will be on Employee Benefits Account Management
• Scrubbing RFP data intakes, confirming all data received, communicating to broker on missing data.
• Communicating with spreadsheet team on what needs to be presented
• Internal operations for data management and file creation, etc.
• Supporting the renewal process
• General problem solving of broker issues as they arise

Qualifications

• Prior experience in Employee Benefits or the Health Insurance field preferred
• Prior experience in the PEO space is required
• Excellent verbal/written and organizational skills
• Works well in a fast-paced, high-volume environment
• Detail oriented and highly organized with ability to reprioritize with minimal supervision
• Excellent problem-solving skills
• Computer Proficiency, especially in Word, Excel, and PowerPoint
• High degree of comfort with Excel including (formulas/pivot tables/macros/etc.)

About the Client

Our client is a full-service general agency that has provided a wide array of employee benefit programs and services to the insurance brokerage community and their clients for over 30 years. They specialize in employee benefits, primarily group health, dental, life, and disability insurance, sold through a network of insurance professionals. They are a top-producing general agent for many health insurance carriers in their region and are considered an innovator in the industry. Serving employer groups across the country, they pride themselves on giving every client the same prompt and courteous service.

The healthcare industry is moving at its fastest pace, and they are committed to staying on the cutting edge of industry information. They stay firmly engaged in the day-to-day, serving brokers and their clients with passion and positioning themselves not as a vendor, but as a true partner in their brokers’ business.

Headquartered in New York with offices across several US states, their team of over 100 members is dedicated to empowering broker partners through service, expertise, and resources. They have developed many proprietary products and secured a multitude of exclusive contracts to provide a rich portfolio of resources that drive success.

They remain focused on continued market analysis and strategies to deliver the best advice, products, resources, and tools that give their broker partners a competitive advantage.

Their motto is simple: treat people the way you would like to be treated, and never lose sight of the importance of relationships.