Account Representative - EB

Job ID
# of Openings
Employee Benefits Service
Office Location
27064 Oakmead Dr
Location : Location


Job Title: Account Representative - EB

Department: Employee Benefits

Reports to: Account Executive - EB

FLSA Status: Non-Exempt

Job Code: EB13ARPN


Summary: The Account Representative will work collaboratively with the Account Executive and the Producer as the dedicated point of contact for clients.


Essential Duties and Responsibilities: Includes the following (other duties may be assigned):


Manages day-to-day service for clients including customer claims, billing, eligibility, and service issues. Properly sets expectations for issue resolution, monitors progress and communicates outcomes. Updates BenefitPoint in a timely manner including updates to on-going activity. Conducts quarterly service status calls to assigned book of business clients.


Conducts implementation activities for new and existing clients by attending implementation meeting with Account Executive. Oversees installation of the group or renewal. Assists in completion and processing of applications. Schedules, prepares for and conducts open enrollment meetings. Collects forms/data/schedules for regulatory compliance.   Finalizes enrollment with carrier. Reports results to Account Executive and Producer.


Follows up on delinquent premium notices per procedure.


Follows agency policies and procedures including but not limited to client files, HIPAA compliance, and delinquent premium notices.


Updates Agency management system within thirty days after sale or renewal (plan changes, rate acceptance, etc.).


Participates in special projects/teams. Identifies areas to assist team members. Assists in workflow review and improvement initiatives.


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

College degree or experience equivalent.


Certificates, Licenses, Registrations

All applicable insurance licenses.                                                                                                                            

Language Skills          

Ability to read and interpret documents such as insurance policies, Agency policies and procedures, and safety rules. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.

Mathematical Skills                  

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.


Reasoning Ability      

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.


Computer Skills                  

To perform this job successfully, an individual should have knowledge of agency management software; Internet software; spreadsheet software, PowerPoint, word processing software and Microsoft Outlook.


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