- Position: Account Assistant (Non-Exempt)
- Division: Employee Benefits
- Report To: Manager
- Location: Torrance California (Work in the office every day for the first 3 months. Then Hybrid of 2 days working from home.)
- Working Hours: 9 AM - 5 PM Mondays - Fridays 1 hour paid lunch break possible overtime on weekdays after 5 PM
- Salary Range: $45000$60000 annually
Job Duties:
- Assist Account Representative for day-to-day service for clients including claims billing eligibility and service issues
- Assist renewal process enrollments terminations and COBRA
- Providing administrative support to Employee Benefit Manager and Account Representatives
- Preparing formatting and editing a range of documents
- Creating and interpreting a variety of reports
- Organizing market research
- Analyzing questionnaires and other forms of feedback
- Having clear understanding of carriers product offerings and processes to maintain efficient workflow
- Follows broker policies and procedures including reviewing client policies maintaining client files
- Ensures accuracy of the Brokers administration system AMS360 in timely manner
- Assist implementation activities for new and existing clients
- Assists in completion and processing of applications
- Assist Account Representative schedules prepares for and open enrollment meetings
- Collects forms/data/schedules for regulatory compliance
- General office duties
- Maintaining a marketing database
- Comfort with multi-tasking in a deadline-driven environment
- Tasks that are assigned by the Manager
Requirements/Preferences:
- Obtaining CA Life and Health License within 3 months from the starting date is required
- College Degree or equivalent experience
- 1-3 years experience in office work and understanding of basic business.
- Experience in Microsoft Office Excel PowerPoint and Outlook
- Experience using computers for a variety of tasks
- Competency in Microsoft applications including Work Excel Outlook and aptitude to learn new system (Zywave Employee Navigator Applied Epic.)
- Effective written and verbal communication skills
- Experience with Adobe Creative Cloud (Adobe Photoshop Adobe Premiere) a plus
- Proficiency in speaking reading and writing in business level Japanese and English
- A high level of attention to detail
- Ability to work effectively within a team and independently
- To perform this job successfully an individual must be able to perform each essential duty satisfactorily
- Must be a team player willing to assist with projects and matters that arise.
- Must be responsible and productive both independently and with others.
- Must be creative flexible curious and willing to try new things.
- Should be emotionally intelligent forgiving resilient and solution oriented.
Technical Proficiency
- Advanced skills in Excel and strong proficiency with Microsoft Office Suite (Outlook PowerPoint Word Adobe PDF).
- Strong data analysis and reporting capabilities with proven ability to provide data-driven insights.
Personal Attributes
- Highly responsible productive and effective both independently and in team settings.
- Creative flexible and curious with a willingness to try new approaches and solutions.
- Emotionally intelligent resilient solution-oriented and able to maintain professionalism under pressure.
Travel Required: May travel within the U.S. for customer service such as enrollment meetings and strategy meetings
Position: Account Assistant (Non-Exempt)Division: Employee BenefitsReport To: ManagerLocation: Torrance California (Work in the office every day for the first 3 months. Then Hybrid of 2 days working from home.)Working Hours: 9 AM - 5 PM Mondays - Fridays 1 hour paid lunch break possible overtime on ...
- Position: Account Assistant (Non-Exempt)
- Division: Employee Benefits
- Report To: Manager
- Location: Torrance California (Work in the office every day for the first 3 months. Then Hybrid of 2 days working from home.)
- Working Hours: 9 AM - 5 PM Mondays - Fridays 1 hour paid lunch break possible overtime on weekdays after 5 PM
- Salary Range: $45000$60000 annually
Job Duties:
- Assist Account Representative for day-to-day service for clients including claims billing eligibility and service issues
- Assist renewal process enrollments terminations and COBRA
- Providing administrative support to Employee Benefit Manager and Account Representatives
- Preparing formatting and editing a range of documents
- Creating and interpreting a variety of reports
- Organizing market research
- Analyzing questionnaires and other forms of feedback
- Having clear understanding of carriers product offerings and processes to maintain efficient workflow
- Follows broker policies and procedures including reviewing client policies maintaining client files
- Ensures accuracy of the Brokers administration system AMS360 in timely manner
- Assist implementation activities for new and existing clients
- Assists in completion and processing of applications
- Assist Account Representative schedules prepares for and open enrollment meetings
- Collects forms/data/schedules for regulatory compliance
- General office duties
- Maintaining a marketing database
- Comfort with multi-tasking in a deadline-driven environment
- Tasks that are assigned by the Manager
Requirements/Preferences:
- Obtaining CA Life and Health License within 3 months from the starting date is required
- College Degree or equivalent experience
- 1-3 years experience in office work and understanding of basic business.
- Experience in Microsoft Office Excel PowerPoint and Outlook
- Experience using computers for a variety of tasks
- Competency in Microsoft applications including Work Excel Outlook and aptitude to learn new system (Zywave Employee Navigator Applied Epic.)
- Effective written and verbal communication skills
- Experience with Adobe Creative Cloud (Adobe Photoshop Adobe Premiere) a plus
- Proficiency in speaking reading and writing in business level Japanese and English
- A high level of attention to detail
- Ability to work effectively within a team and independently
- To perform this job successfully an individual must be able to perform each essential duty satisfactorily
- Must be a team player willing to assist with projects and matters that arise.
- Must be responsible and productive both independently and with others.
- Must be creative flexible curious and willing to try new things.
- Should be emotionally intelligent forgiving resilient and solution oriented.
Technical Proficiency
- Advanced skills in Excel and strong proficiency with Microsoft Office Suite (Outlook PowerPoint Word Adobe PDF).
- Strong data analysis and reporting capabilities with proven ability to provide data-driven insights.
Personal Attributes
- Highly responsible productive and effective both independently and in team settings.
- Creative flexible and curious with a willingness to try new approaches and solutions.
- Emotionally intelligent resilient solution-oriented and able to maintain professionalism under pressure.
Travel Required: May travel within the U.S. for customer service such as enrollment meetings and strategy meetings
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