Account Services Specialist
Exciting Associate Account Services Coordinator opportunity with an established firm!
Job Title: Associate Account Services Coordinator
Job Description:
• This position is responsible for providing clerical support to Sales Team as well as our external customers including brokers, consultants, union trusts, health partnerships and clients.
• Reviews and responds to member inquiries to determine coverage
• Answers basic questions from members or determines route of assistance
• Routes proposals to Account Executives; enters data into various databases and logs including ONYX Develops presentations proposals, benefit highlights, contact sheet creation, report generation
• Answer questions from brokers, groups, employees.
• Light Telephone support.
• Open enrollment determination reviews
Skills/Experience:
• High school diploma or GED Secretarial experience Insurance/dental experience preferred
• Detail oriented with problem-solving abilities
• Excellent phone skills and customer service skills knowledge and Application of English grammar including composition, editing and proofreading
• Ability to type 50 wpm Strong organization, time management and multi-tasking
Required Skills:
• Has worked in a role that requires high attention to detail
• Will determine if a member has coverage or not - a very cut and dry project
• Great proofreading skills
• Ability to interpret and respond to customer emails
• Great organization and communication skills
• Strong Microsoft Word, Excel, and PowerPoint skills
• Salesforce experience preferred
• Medical or Dental Benefits experience preferred.
Exciting Associate Account Services Coordinator opportunity with an established firm!
Job Title: Associate Account Services Coordinator
Job Description:
• This position is responsible for providing clerical support to Sales Team as well as our external customers including brokers, consultants, union trusts, health partnerships and clients.
• Reviews and responds to member inquiries to determine coverage
• Answers basic questions from members or determines route of assistance
• Routes proposals to Account Executives; enters data into various databases and logs including ONYX Develops presentations proposals, benefit highlights, contact sheet creation, report generation
• Answer questions from brokers, groups, employees.
• Light Telephone support.
• Open enrollment determination reviews
Skills/Experience:
• High school diploma or GED Secretarial experience Insurance/dental experience preferred
• Detail oriented with problem-solving abilities
• Excellent phone skills and customer service skills knowledge and Application of English grammar including composition, editing and proofreading
• Ability to type 50 wpm Strong organization, time management and multi-tasking
Required Skills:
• Has worked in a role that requires high attention to detail
• Will determine if a member has coverage or not - a very cut and dry project
• Great proofreading skills
• Ability to interpret and respond to customer emails
• Great organization and communication skills
• Strong Microsoft Word, Excel, and PowerPoint skills
• Salesforce experience preferred
• Medical or Dental Benefits experience preferred.