AssuredPartners

Employee Benefits Adminstrative Assistant

Job ID
2017-2165
# of Openings
1
Category
Customer Service/Support
US-TX-Plano

Overview

Job Title: Employee Benefits Administrative Assistant

Department: Employee Benefits

Reports To: Employee Benefits Vice President

FLSA Status: Non-exempt

Job Code: Administrative Assistant

 

Summary The Administrative Assistant supports the Account Managers, Account Executives and Vice President in the placement and service of employee benefits with the efficient delivery of products, services and analysis in accordance with the clients’ benefits strategy.

Responsibilities

Essential Duties

Scans documents and save to S:Drive. Copies documents.

 

Proofread documents checking for proper grammar, spelling and sentence structure

 

Prepares, formats and binds presentations

 

Processes and updates employee applications online or manually

 

Checks spreadsheets for Account Managers and Account Executives

 

Updates Monday morning sales report in time for each meeting

 

Attend Carrier update meetings. Place the conference call. Set up a V-card for each Carrier rep and send to all of Dawson. Ensure electronic copies of the meeting materials are saved to S:\1Carrier Stuff to be accessed at any time.

 

Run quotes as needed (e.g. Anthem or UHC)

 

Maintain filing on a weekly basis

 

Supervisory Responsibilities                                                 

This job has no supervisory responsibilities.

 

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.

 

Education and/or Experience                                               

One year certificate from college or technical school; or three to six months related experience and/or training; or equivalent combination of education and experience. Basic understanding of underwriting and insurance coverages is highly desired.

 

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.

 

While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.

 

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