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Assistant Account Executive - Benefits Nassau County

Company Name:
ARD Group


Job Title: Associate Account Executive
Department: Group Employee Benefits

SUMMARY: Responsible for management of own accounts of up to 10 lives. Assists Account Executive(s) by performing various clerical and administrative functions necessary for maintaining accounts. May assist Account Executive(s) and others with assigned tasks and projects.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

1. Assists in the preparation of renewal proposals for presentation to client, as well as new business proposals to be reviewed and approved by the department AVP.
2. Follows up with clients for items such as census information, reporting forms, signed contracts and miscellaneous information.
3. Assists in completion of renewal, new business and lost business notifications
4. Uphold all HIPAA law requirements and obtain a signed waiver form from every employee and every employee of the client (with whom we have a business agreement in place) when acting on their behalf with regard to Personal health information.
5. Follows up with the insurance companies for outstanding confirmations, enrollments, terminations and claim problem status.
6. Maintain assigned clients and customer service related tasks. Backup files while they are open and being worked on. Responsible for inputting account detail into computer.
7. Follows up for timely receipt of renewals.
8. Processes enrollments and terminations.
9. Resolves client billing issues.
10. Responsible for the daily correspondence, email, faxes, mail and maintaining up to date file correspondence, telephone communication for assigned accounts.
11. Reviews mail; i.e. enrollments, termination, client medical bills, EOB's, signed renewal letter, checks and matches to pended tasks or opens new task.
12. Operates standard office machines; i.e. computer, fax, copier (proposal binding machine).
Inputs changes or updates into computer/BenefitPoint, such as renewals.
13. Must maintain phone/computer coverage for assigned teammate in his/her absence.


EDUCATION and/or EXPERIENCE:
Minimum three years in an comparable position.
Direct experience managing accounts including (but not limited to) Medical, Dental, Vision, Life, LTD and Disability.
Life & Health broker's license
Must be computer literate with proficiency in HealthConnect
Must also be proficient in the basics of Word and Excel.
College degree preferred.
Credits toward LOMA, CEBS or other professional designation a plus.
Experience with BenefitPoint a plus.

COMPETENCIES:
To perform the job successfully, an individual should demonstrate the following competencies

Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Responds to requests for service and assistance.
Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control.
Oral Communication - Listens and gets clarification; Responds well to questions.
Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
Teamwork - Balances team and individual responsibilities; Contributes to building a positive team spirit.
Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values.
Judgment - Exhibits sound and accurate judgment; Includes appropriate people in decision-making process.
Motivation - Demonstrates persistence and overcomes obstacles.
Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks.
Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
Quality - Demonstrates accuracy and thoroughness.
Quantity - Meets productivity standards; Completes work in timely manner.
Adaptability - Adapts to changes in the work environment; Manages competing demands.
Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals.; Completes tasks on time or notifies appropriate person with an alternate plan.
Innovation - Meets challenges with resourcefulness.

Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Mathematical Skills
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

Reasoning Ability
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.,


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