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.
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
This job has no supervisory responsibilities.
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.