Account Analyst

The Account Analyst is a foundational role where the incumbent learns the fundamentals of Employee Benefits. Under the direction of the Account Managers and Account Executives they coordinate with clients, carriers, and internal teams, for client service related issues, carrier/vendor, or billing questions and supports activities during the renewal cycle.

• Assists AE/AM with issues regarding carrier billing, eligibility, claim processing and, as knowledge increases, provides backup for service inquires and issues.  Builds skillset to support client facing activities in verbal communications and correspondence. 
• May help document strategic plan 
• Administrative support of tactical execution of communication activities including communication edits, preparation of presentations materials and enrollment materials, ongoing communications and final preparation and delivery to client following client renewal outline under guidance from the AM/AE
• Coordinates client invoicing including monitoring errors or "suspense" items and processes producer allocations as needed. Audit renewal invoices and confirm accuracy
• Provides administrative support for client marketing including preparation of benefit comparison and cost spreadsheets, client-census information, coordinating vendor responses and follow-up, and updating client ready materials
• Assists with preparation of OE materials.  Supports the AM and AE in administrative tasks associate with the renewal. 
  Onboard client by setting up client administrative functions such as file structures, account documentation, client profile, systems' set up (benefit point, ThinkHR, Zywave), client and carrier contacts information, draft BORs, Client Information Sheet for internal commission tracking, as directed by AM
• Supports timely preparation of the annual 5500, including gathering appropriate information, client signature and confirming DOL confirmation. Generates other reports and spreadsheets as necessary. Prepares monthly claims reporting, and coordinates and produces benchmarking reports for prospects and clients 
• Quality Orientation: Accomplishing tasks by considering all areas involved, no matter how detailed; showing concern for all aspects of the job; accurately checking processes. 
• Managing Work: Effectively managing one's time and resources to ensure that work is completed efficiently.
• Work Standards: Setting high standards of performance for self and others; assuming responsibility and accountability for successfully completing assignments or tasks; self-imposing standards of excellence rather than having standards imposed.
• Collaborating: Working cooperatively with others to help a team or work group achieve its goals.
• Earning Trust: Gaining others confidence by acting with integrity and following through on commitments while disclosing own positions; treating others and their ideas with respect and supporting them in the face of challenge.
• Leveraging Feedback: Taking full advantage of opportunities to receive and explore feedback about own performance (from assessments, managers, co-workers, internal/external partners, or customers); responding favorably to feedback and using it constructively to take action to improve knowledge, skills, behavior, and impact on others.
• Continuous Learning: Actively identifying new areas for learning; regularly creating and taking advantage of learning opportunities; using newly gained knowledge and skill on the job and learning through their application.
• Building Customer Loyalty: Meeting and exceeding (internal or external) customer expectations while cultivating relationships that secure commitment and trust.