Account Assistant


We are seeking a full-time account assistant, responsible for a variety of tasks, including, but not limited to the following:

ESSENTIAL JOB FUNCTIONS

  • Knowledge of medical and ancillary lines of coverage
  • Work on medical claims, processing enrollments with various carriers as well as processing new business or plan changes with the carriers
  • Maintain client database
  • Preparation of materials for meetings with clients
  • Review billings materials, perform audits as necessary
  • Support Lead Account Managers

REQUIREMENTS
  • 3 to 5 years administrative experience working for insurance agent/agency in medical and ancillary lines of coverage preferred
  • Analytical capabilities a must along with intermediate proficiency in Microsoft Excel
  • Strong organizational and time management skills. Must be able to establish priorities and execute them eventually with minimal assistance
  • Strong computer skills in both Microsoft Outlook and Word
  • Exceptional communication skills and people skills, is well-organized and has the ability to multi-task
  • Applicant should be a self-starter who works well under pressure both alone and as part of a team
  • Dependable
  • Excellent follow through skills
  • Discretion/confidentiality a must in this position



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