• Account Management Assistant

    Job ID
    # of Openings
    Employee Benefits Service
    US-MD-Hunt Valley
  • Overview

    Job Title: Account Manager Assistant

    Department: Account Management

    Reports to: Senior Account Manager / Supervisor

    FLSA Status: Non-exempt


    Summary: This position is responsible for assisting the day-to-day service and support for client accounts to ensure that client expectations are met.  Responsible for assisting in renewal communications, ongoing client service and new business projects as assigned, identifying opportunities to provide additional services. 


    Essential Duties and Responsibilities:

    • Provide support to the account management team and sales team, as needed
    • Maintain positive working relationships and clear communication with co-workers, clients and insurance carriers.
    • Contact insurance carriers to obtain Form 5500 schedules and work with the compliance team to ensure all information has been collected.
    • Assist in the management of the annual renewal process, including providing assistance with fulfillment of open enrollment communications and/or processing enrollment/changes forms
    • Remain abreast of the health insurance environment and constantly changing insurance legislation
    • Respond to routine and non-routine correspondence.
    • Work independently and within the team on special nonrecurring and ongoing projects
    • Represent AP Benefit Advisors in a positive and professional manner with both internal and external customers
    • Maintain composure and effectiveness under pressure in a deadline driven environment
    • Perform other duties and special projects as assigned


    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.


    Skills & Experience:

    • Bachelor’s degree and/or employee benefits insurance experience
    • Life and Health Insurance License and/or obtain within 90 days
    • Proficient in Microsoft Office applications
    • Strong PC skills with the aptitude to learn new systems
    • Knowledge of health, life and disability plans preferred


    • Independent Judgement
    • High Performer
    • Customer Centric
    • Quality Focus
    • Problem Solving
    • Market Knowledge
    • Information Analysis
    • Dependability
    • Professional Presentation and Attire
    • Skilled Multi-tasking
    • Superior Written & Verbal Communication Skills


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