Account Associate

Apex Engagement Solutions is seeking an experienced Account Associate to join our dedicated account management team. You will be responsible for providing customer service and administrative/operational support to assist the service team in supporting new and existing accounts. This role is operational in nature and focuses on accuracy, organization, and timely execution.

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QUALIFICATIONS:

• High School Diploma or equivalent combination of education and experience
• Bachelor's Degree
• Two (2) or more years related work experience
• Valid Insurance License or Apex or will assist in getting licensced in the first 120 days
• Must continue to meet Continuing Education requirements for license renewal

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Creates prospect and customer files on shared files
• Assists with the implementation of the off-system client workbook and review of in-house build workbooks
• Track required client materials and documentation for implementation of plans/products/marketing communication/files
• Provide administrative training on the benefit admin sites that clients will utilize day to day
• Perform any audit discrepancies within the system and external carrier discrepancies
• Support Account Executives with the preparation of new client implementation and renewals
• Scheduling touchpoint calls with the client to ensure that all discrepancies and/or issues are being addressed
• Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
• Performs other duties as assigned.

SKILLS:

• Good verbal and written communication skills
• Good customer service skills, including telephone and listening skills
• Good problem solving and time management skills
• Intermediate typing skills (30 - 35 wpm)
• Ability to work within a team and to foster teamwork
• Ability to prioritize work for multiple projects and deadlines

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

Join us to build lasting client relationships and deliver top-tier service!

Check out the posting and apply by visiting http://www.apexenrolls.com/careers

Questions? Email: [email protected]