The Account Specialist is an entry-level position responsible for developing industry knowledge/skills necessary to support Sales, Account Management and Underwriting with activities related to marketing, sales, and service of multiple client accounts.
Requirements
- Maintain up-to-date client files/internal systems
- Support pre-renewal/renewal/post-renewal and wellness activities
- Coordinate data gathering for reporting efforts
- Complete training/professional development
- Gather data to fulfill obligations
- Support team with preparation and delivery of materials
- Complete implementation tasks
- Coordinate regulatory tasks
- Prepare reports
- Track receipt of deliverables
- Participate in client meetings/presentations
- Prepare employee education and communication materials
- Assist in coordination of Open Enrollment activities
- Maintain internal systems and client files
Benefits
- Comprehensive range of health-related benefit options
- 401(k) with company match
- Company paid life insurance
- STD, LTD
- Generous PTO policy
- 10 paid holidays
- 2 floating holidays