Assistant Account Executive - Employee Benefits
$74,277–$79,997 year
HybridNew York City, New York, United States or Melville, New York, United States
Job Summary
Coordinate daily client management issues, perform account maintenance including file updates and document scanning, and assist in resolving claims, policy, and eligibility inquiries. Request, track, and upload Schedule A's for client 5500 filings while preparing annual notice packets and gathering census data for marketing reports. Develop and maintain relationships with insurance carriers and utilize portals like TouchCare and MyWave to support Account Executives with administrative functions. Manage low-complexity account issues and prepare open enrollment materials, including benefit guides and carrier collaterals. Requires a bachelor's degree, one year of benefits experience, and a Life & Health license obtained after employment. Hybrid schedule in Bryant Park or Melville, NY.
Required Qualifications
- Minimum of 1 year experience in an Employee Benefits insurance environment
- 4-year college degree
- Basic analytical & problem-solving skills
- Good verbal and written communications skills
- Good interpersonal skills
- Computer literate – Excel, Word, Outlook, Power Point, MicroSoft
- Detail-oriented
- Ability to multi-task
- Accurate and high attention to detail
- Able to work independently and with a sense of urgency
- Able to work well in a team environment
- Able to possibly, occasionally, lift and/or move up to 5 pounds (office supplies and paper) and assist in the clean-up/straightening of Conference Room prior to or after EB meetings
- 1-2 years of relevant experience
- Bachelor's degree (4-year degree)
- Negligible travel
Desired Qualifications
- 4-year college degree a plus
- Minimum of 1 year experience in an Employee Benefits insurance environment (preferred, not required)
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