Conner Insurance · 5 hours ago
Assistant Account Manager, Benefits
Indianapolis, IN
Full-time
Onsite
Entry Level
1+ years expConner Insurance is seeking an Assistant Account Manager to support their Benefits Team. The role involves facilitating team productivity, providing technical support to Advisors and Account Managers, and assisting with client service and marketing processes.
CommercialConsultingFinancial ServicesInsurance
Responsibilities
Maintains assigned accounts in benefits enrollment platform
Prepares employee communication materials using various platforms
Accesses and downloads carrier reporting
Prepares Conner Claim reports
Maintains and updates necessary internal and external systems
Identifies the impact of one’s own work (e.g., decisions, issues) on others
Listens to Client needs and challenges
Research claims and eligibility issues by working with the vendor, client and member
Prepares marketing spreadsheets, proposals, presentations, employee communication and checklists
Assists with benchmarking and trend analysis
Maintains confidential information
Manages and maintains simultaneous projects
Assists with preparing audits, census data, and quoting
Assists with maintaining the quality of applications and enrollment applications
Attend meetings, seminars and programs to learn about new products and services, learn new skills and receive technical assistance in developing new customers
Perform other duties as assigned
Qualification
Required
High school diploma or equivalent
Exceptional in Microsoft Word and Excel, PowerPoint, Outlook and Adobe
Ability to perform duties in a high-pressured, fast-paced environment
Must be organized and detailed with the ability to prioritize and remain flexible
Professional telephone skills and etiquette
Self-motivated and able to work both independently with limited supervision and within a team
Attention to detail
Excellent oral and written communication skills
Ability to respond to common inquiries or complaints from customers or carriers
Ability to prepare proposals for presentation and review
Ability to apply basic mathematical concepts such as percentages, addition, subtraction, multiplication and division
Ability to think independently and critically
Ability to define problems, collect data, establish facts, and draw valid conclusions
Preferred
Bachelor's degree
1-2 years of Benefits experience
Basic Self-funded and Fully-insured marketplace/carrier knowledge
A current Indiana Life & Health license
Company
Conner Insurance
Conner Insurance is an insurance brokerage firm that specializes in commercial insurance, employee benefits & personal insurance.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Ben Conner
President & CEO
Joshua Conner
CIO
Company data provided by crunchbase