Account Analyst, Employee Benefits at MMC in Portland, Maine

Job Description:

Account Analyst - Employee Health Benefits Salaried / Non-Exempt




Reports to: Analyst Manager




Summary/Objective



The Account Analyst supports the account management team with various administrative service functions in the Employee Health & Benefits department. Join a team of analysts in supporting clients and colleagues with census, benefits websites, and quality control for Employee Health and Benefits business.



Essential Functions

• Process all incoming mail for assigned team


• Process census data and communicate with account management team


• Prepare data and information for client enrollments.


• Review for accuracy and process applications, binders, endorsements, renewals, new business policies and plans, census/enrollment requests, and certificates of insurance (applicable by department)


• Prepare premium quotations on new business, renewal business, and any policy changes on existing policies for the account management team


• Assist team with the preparation of applications and supporting documents


• Set up client benefit enrollment portals


• Understand all carrier online capabilities for processing as necessary to complete your work processes


• Communicate with account management team, Manager, and Director to provide regular input on all account activity, and workload


• Be familiar with, and adhere to the department's procedure manual for the processing of your work processes


• Follow all systems, procedures and regulations set forth by both the agency and the insurance companies


• Continue to update job knowledge by participating in educational opportunities


• Follow best practices and procedures with Epic agency management system.


• Update program charts

Competencies

• Strong data entry skills


• Technical capacity with proficiency in Microsoft Office software programs


• Good communication skills


• Good organizational and time management skills


• Customer focused


• Willingness to take direction from team members


• Detail oriented

Preferred Education and Experience

• 2 years of insurance experience or undergraduate degree


• Currently pursuing an insurance education designation

Movement to next position:

• Obtain license, master responsibilities and core competencies of current role


• Proficiency with Excel and Outlook


• Department Specific, Insurance Knowledge (TotalCSR; MMA Specific training)

Position Type



This is a full-time position.



Other Duties



Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Apply Now