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Account Specialist, Employee Benefits

Company: Propel Insurance
Location: Medford
Posted on: September 12, 2019

Job Description:





Account Specialist, Employee Benefits - Medford


Job DetailsLevel UndisclosedJob Location Medford - Medford, ORPosition Type UndisclosedEducation Level UndisclosedSalary Range UndisclosedTravel Percentage UndisclosedJob Shift UndisclosedJob Category UndisclosedDescription The primary responsibility of the Account Specialist is to support the Account Management team with the administrative management of the client life cycle. Specific duties include marketing, experience reporting, spreadsheet and proposal preparation,renewal support, and day-to-day customer service.Update and maintain agency management system consistent with client information and associated workflow



  • Provide marketing support including submission of bid specifications to carriers and vendors, and preparation of plan benefit and financial comparisons

  • Preparation of renewal and new business proposals, presentation materials and supporting documents

  • Assist in the preparation of client communication materials including benefit summaries, PowerPoint presentations and any other communication materials

  • Provide claims, eligibility, billing and plan administration advocacy and resolution

  • Request, review, coordinate updates and track client plan documents such as booklets, contracts, Form 5500's, etc

  • Experience and claims report preparation- oversight provided by Analytics

  • Provide general administrative support as requested by Account Management team

  • Provide Peer-Review for other team members

  • Maintain a current working knowledge of industry legislative and compliance issues including but not limited to COBRA, HIPAA, ERISA, FMLA, etc.

  • Participate in the training and development of all Propel team members




    • Other duties as required by clients, business needs or assigned by Account Management team



      Qualifications




      • Working knowledge of industry legislative and compliance issues

      • Excellent communication and writing skills required

      • Abstract reasoning and analytical abilities

      • Demonstrated ability to exercise good judgment in stressful situations

      • Skilled at balancing tight timelines and competing priorities while maintaining a customer-focused positive attitude

      • Proficient in Microsoft Office Suite - specifically Word, Excel & PowerPoint. Ability to manage confidential information (HIPAA)

      • Team player with enthusiastic attitude to service clients. High level of personal initiative, integrity and professional ethics

      • Ability to work respectfully with diverse populations both internally and externally

      • High School Diploma required

      • College degree or course work preferred

      • Minimum of 2 years customer service experience. Insurance industry knowledge preferred

      • Applicable State Life and Disability License (or ability to obtain within 3 months of hire)

      • Commitment to ongoing professional continuing education



Keywords: Propel Insurance, Medford , Account Specialist, Employee Benefits, Other , Medford, Oregon

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