Employee Benefits Account Administrator

Job Description:

Account Administrators assist in all aspects of the day-to-day servicing of clients at the direction of the Account Managers. Once a general working knowledge of the industry is obtained, Account Administrators will begin developing direct relationships with an assigned book of business with the intention to eventually assume the “Account Manager” role on selected clients.

Location: San Francisco, Los Angeles and other locations in California

Duties:

• Provide and coordinate administrative support to unit, including returning phone calls, coordinating presentations, carrier/client correspondence, copy jobs, overnight mailing, binding jobs, graphics, etc.
• Work with appropriate Account Manager to identify responsibilities on each assigned account, begin to develop account “ownership”, and eventually assume primary service role as directed by Account Manager and/or Account Executive.
• Assist with financial reporting for annual renewals, mid-year reviews and monthly claims reports.
• Request renewals for carriers for all lines of coverage and insure delivery in a timely manner.

Requirements:

• Minimum of a Bachelor’s Degree in a business related field or equivalent experience in the insurance industry.
• Excellent computer skills, including word processing and spreadsheet expertise. Familiarity with PowerPoint preferred.
• Strong customer service skills.
• Multi-task oriented.
• Ability to interact with vendors effectively.
• Excellent organizational and communication skills.
• Ability to work overtime as required with reasonable notification.