Account Associate II - Employee Benefits

SUMMARY

Responsible for the daily processing of various client related service issues and administrative tasks that support the overall client relationship. Will seek supervision as needed for moderately complex issues.

ESSENTIAL DUTIES AND RESPONSIBILITIES

* Investigates and resolves client and employee issues that may involve enrollment or billing discrepancies. Communicates results to appropriate stakeholders;

* Analyzes, reconciles, prepares and sends client invoices;

* Analyzes, prepares and sends client reporting;

* Monitors and processes inbound enrollment and employee payroll files. Follows up as necessary with appropriate parties when file(s) are not received when expected;

* Conducts audits on enrollment and payroll files to ensure accuracy of employee data;

* Posts and sends accurate enrollment and payroll files daily to appropriate parties;

* Analyzes and makes recommendations to supervisor in solving data discrepancies;

* May attend benefit fairs to explain various voluntary products to client's employees;

* Participates in new assigned client implementation calls with Implementation Team;

* May be asked to assist on special projects as assigned;

* Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);

* Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Bachelor's degree or equivalent combination of education and experience

Two (2) or more years related work experience; Accounting and/or auditing experience preferred

Valid insurance license preferred

Must continue to meet Continuing Education requirements for license renewal

Encouraged to complete Career Path requirements as communicated by supervisor

SKILLS

Good verbal and written communication skills

Good customer service skills, including telephone and listening skills

Good problem solving and time management skills

Ability to work within a team and to foster teamwork

Ability to prioritize work for multiple projects and deadlines

Proficient in Microsoft Office Suite

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• San Francisco, CA, USA