Associate Account Manager (On-site)

This position assists the Account Managers with the day-to-day administration 

of employer groups and requires daily interaction with clients and/or brokers, vendors, and carrier 

representatives to elicit and relay information and resolve client issues in a timely, efficient and 

professional manner.

SUPERVISORY RESPONSIBILITY: None

ESSENTIAL DUTIES AND RESPONSIBILITIES:

1. Creates client specific collateral materials (reports, newsletters, presentations, summaries, etc.) when requested in order to provide clients with value-added services.
2. Coordinates the logistics of, communicates, attends, and/or record minutes of various events (e.g. meetings, training sessions, etc.). This includes using virtual meeting platforms to both schedule and facilitate meetings.
3. Assists with preparing and developing presentations, delivers and/or attends external meetings (e.g. employee open enrollment meetings, Board of Directors meetings, annual client meetings, etc.).
4. Receive, review, gather necessary information, and complete stop loss claim forms ensuring all eligibility requirements are met.
5. Assist in preparing claims data, performance, and other reports for client groups. 
6. Prepare and issue invoices, certificates of coverage, audit statements, and renewal statements.
7. Create and update detailed Excel spreadsheets.
8. Assist with the monthly banking reconciliation process. This task consists of comparing bank statements with accounting entries and noting any discrepancies.
9. May explain basic compliance and actuarial concepts, answer various questions, and resolve issues regarding clients’ health benefits plans. 
10. May work with staff and insurance carriers to implement new plan designs and changes to clients’ health benefits plans.
11. May shop fully insured health and ancillary products.
12. Fill in at the front desk/reception as assigned (approximately 40 hours per year).

These duties and responsibilities are intended to describe the general nature and level of work 

involved for this job. This is not an exhaustive list of all duties or responsibilities.

PHYSICAL REQUIREMENTS:

1. Must be able to travel occasionally as needed.
2. Must be able to sit or stand and type utilizing a computer for up to 80% of the workday.
3. During certain times of the year must be able to work more than 37.5 hours per week.

QUALIFICATIONS:

1. Associate’s degree in Business, Public Administration, or related field preferred.
2. A minimum of 3 years’ experience in the health insurance field with employee benefits experience; experience in a self-insured environment and/or workers’ compensation preferred.
3. Pennsylvania resident insurance producer licenses to sell Accident & Health and Life & Fixed Annuities insurance preferred.

KNOWLEDGE, SKILLS AND ABILITIES:

1. Knowledge of administrative and clerical procedures and systems required.
2. Knowledge of health insurance related terms, plans, benefits, and compliance issues required.
3. Excellent customer service skills required.
4. Beginner-to-intermediate skills with MS Office, with particular emphasis on Excel required.
5. Effective time management and organizational skills required.
6. Effective problem solving skills required.
7. Must be skilled at managing multiple projects and setting appropriate priorities.
8. Excellent oral and written communication and presentation skills required.
9. Must be detail oriented.