Account Assistant, Employee Benefits jobs in United States
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The Buckner Company · 13 hours ago

Account Assistant, Employee Benefits

The Buckner Company is seeking an Employee Benefits Account Assistant to provide support and assistance to Account Managers and Producers. The role focuses on delivering excellent customer service and managing various administrative tasks related to employee benefits.

InsuranceRisk Management

Responsibilities

Act as a back-up for the Account Manager when they are out of the office
Responsible for handling implementation paperwork when a change in carrier occurs or when a new product is implemented
Assist with renewal and new business quoting and spreadsheets
Assist with Individual plan quotes and implementation
Assist with creation and updates of Benefit Booklets, PowerPoint presentations and any other communication materials for Open Enrollment and New Hires
Enter and submit changes/enrollments to carriers
Fulfill supply requests from clients. Coordinate carrier supplies
Request, review, coordinate client plan documents such as booklets, contracts, SPDs, etc
May be asked to attend a benefits or open enrollment fair to answer employee questions and distribute benefit materials
Preparation of materials for client meetings
Assist with coordination of Compliance setup
Provide resolution support and oversight of employee issues such as enrollment and billing issues
Request information from clients and carrier partners to initiate and complete the renewal process including but not limited to census data, renewal proposal and plan alternatives
Update and maintain Epic with client information as needed and update renewal as changes occur
Other miscellaneous duties as assigned

Qualification

LifeAccident & Health LicenseInsurance productsProficient in MS OfficePPACA regulationsCustomer service skillsCommunication skillsProblem-solving skillsAttention to detail

Required

High School diploma or equivalent required
Knowledge of and familiarity with current Health, Life, Dental, Vision, Long Term Disability (LTD), Short Term Disability (STD) and Long-Term Care products
Knowledge of and familiarity with PPACA current and proposed regulations
Ability to maintain cooperative working relationships with a variety of citizens and agency staff
Proficient in a variety of computer software applications used by the agency, including MS Word, Excel, Outlook and PowerPoint; EPIC; as well as the Internet and Carrier Web Sites
Ability to establish and develop strong relationships with clients, carriers, trusted business partners and coworkers
Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities
Stay up to date on industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance
Interact with others effectively by utilizing good communication skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the company
Expected to further industry education through insurance courses and inform group department of knowledge gained
Strong ability to problem solves, set, and meet deadlines, communicate, work under pressure, organize, prioritize, manage multiple tasks and operate in a fast-paced environment
Good at attention to detail and ability to self-check work

Preferred

Prior customer service and knowledge of or experience in the insurance industry preferred
Life, Accident & Health License

Benefits

Comprehensive Health Coverage: Medical, Dental, and Vision insurance plans to keep you and your family covered.
Health Accounts: Access to Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA) to give you flexibility and control with pre-tax incentives
Retirement Planning: A robust company match on retirement contributions, with 100% vesting after just 2 years.
Paid Parental Leave: Generous time off for new parents, because growing your family shouldn’t mean sacrificing your career.
Mental Health Support: Company-paid mental health resources as part of our holistic approach to employee wellness.
Wellness Matters: Ongoing initiatives and tools to support your physical, emotional, and financial well-being.
Work Life Integration: We believe that success isn’t just measured at the office—it’s about thriving in all aspects of life. That’s why we prioritize a healthy work-life balance with hybrid WFH schedules, supportive leadership, and a culture that respects your time.
Professional Development: We encourage continued education and earning insurance designations by not only paying the fees but also giving bonuses to reward you!

Company

The Buckner Company

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A Insurance Company.

Funding

Current Stage
Growth Stage

Leadership Team

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Terry Buckner
Chairman / CEO
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Company data provided by crunchbase