Sterling Seacrest Pritchard · 3 months ago
Employee Benefits - Client Service Assistant
Sterling Seacrest Pritchard is seeking a Client Service Assistant to gain exposure to the insurance industry. This entry-level role involves supporting Client Service Associates and Executives with various service and marketing activities, while maintaining knowledge of insurance products and coverages.
Employee BenefitsFinancial ServicesInsuranceRisk Management
Responsibilities
Inquiries relating to general client service from clients and their employees regarding benefit coverages and questions
Basic understanding of Compliance topics (DOL, ERISA, COBRA, FMLA, etc.)
Cultivation of carrier and client relationships
Renewal & Marketing
Marketing efforts and plan implementation for new business and renewals
Preparation and presentation of analysis for renewal and marketing results
Preparation of enrollment materials and presentations
Set up and maintenance of benefit administration systems
Maintenance of client information in Agency Management System
Eligibility services including employee additions and terminations for select employer groups
Monthly, quarterly and annual reporting
Auditing invoices and eligibility
Other tasks as assigned
Qualification
Required
Basic understanding of Compliance topics (DOL, ERISA, COBRA, FMLA, etc.)
Attention to detail
Time management and workflow prioritization
Effective oral and written communication
Eagerness to learn
Proactive problem solving
Benefits
Unlimited PTO
Health Insurance (Medical/Dental/Vision)
Safe Harbor 401K (We contribute 3% regardless of whether you do!)
Dress For Your Day
Flexible Work Schedule
Clear Growth Path
In-House Continuing Education
Team Outings & Events
Community Outreach
Company
Sterling Seacrest Pritchard
Sterling Seacrest Pritchard provides risk management, business insurance, personal insurance, surety bonds and employee benefits services.
Funding
Current Stage
Growth StageRecent News
The Business Journals
2024-05-23
The Business Journals
2024-05-23
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