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Client Account Associate


Farmington, Connecticut


Client Account Associate Job Opening in Farmington, Connecticut - Client Account Associate -
The Schuster Group ? Farmington, CT
Farmington based Employee Benefits/Financial Services firm is seeking an experienced Client Account Associate for its health and welfare benefits division. The CAA will provide advanced support to the Senior Account Management Team. The successful candidate must be a team player.
Essential duties include but are not limited to:
Assisting Account Manager with financial reporting for annual renewals, mid-year reviews and monthly claim reports.
Requesting renewals from carriers for all lines of coverage and insuring delivery in a timely manner.
Assisting with all marketing efforts as assigned by Account Manager, including development of Request for Proposal (RFP), gathering of data, carrier follow-up, and production of marketing report.
Assisting in the production of employee communications materials (newsletters, bulletins, overhead presentations, etc.) as assigned by Account Manager.
Coordinating and assisting with client meetings.
Familiarizing self with client and carrier contracts, booklets, communications materials, and administrative materials, and benefit schedules.
Provide daily support for clients by collaborating and taking immediate action to resolve basic and complex service issues.
Education, Experience and Skills Required:
Bachelor?s Degree in a business related field or equivalent work experience.
Excellent computer skills, including word processing and spreadsheet expertise. Familiarity with PowerPoint preferred.
Ability to complete simple mathematical calculations (addition, subtraction, multiplication, and division).
Strong customer service skills.
Multi-task oriented.
Ability to interact with vendors effectively.
Excellent organizational and communication skills.
Ability to prioritize effectively.
Knowledge of healthcare industry and group employee benefits preferred
Job Type: Full-time
Required education:
Bachelor's

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