Account Assistant
Triup, Inc., Torrance, CA, United States
Job Duties:
Assist Account Representative for day-to-day service for clients including claims, billing eligibility, and service issues
Assist renewal process, enrollments, terminations, and COBRA
Providing administrative support to Employee Benefit Manager and Account Representatives
Preparing, formatting, and editing a range of documents
Creating and interpreting a variety of reports
Organizing market research
Analyzing questionnaires and other forms of feedback
Having clear understanding of carrier’s product offerings and processes to maintain efficient workflow
Follows broker policies and procedures including reviewing client policies, maintaining client filesEnsures accuracy of the Broker’s administration system, AMS360 in timely manner
Assist implementation activities for new and existing clients
Assists in completion and processing of applications
Assist Account Representative schedules, prepares for and open enrollment meetings
Collects forms/data/schedules for regulatory compliance
General office duties
Maintaining a marketing database
Comfort with multi-tasking in a deadline-driven environment
Requirements/Preferences:
Obtaining CA Life and Health License within 3 months from the starting date is required
College Degree or equivalent experience
1-3 years’ experience in office work and understanding of basic business.
Experience in Microsoft Office Excel, PowerPoint and Outlook
Experience using computers for a variety of tasks
Competency in Microsoft applications including Work, Excel, Outlook and aptitude to learn new system (Zywave, Employee Navigator, Applied Epic.)
Effective written and verbal communication skills
Experience with Adobe Creative Cloud (Adobe Photoshop, Adobe Premiere) a plus
Proficiency in speaking, reading and writing in business level Japanese and English
A high level of attention to detail
Ability to work effectively within a team and independently
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily
Must be a team player willing to assist with projects and matters that arise.
Must be responsible and productive both independently and with others.
Must be creative, flexible, curious, and willing to try new things.
Should be emotionally intelligent, forgiving, resilient, and solution oriented.
Technical Proficiency
Advanced skills in Excel and strong proficiency with Microsoft Office Suite (Outlook, PowerPoint, Word, Adobe PDF).
Strong data analysis and reporting capabilities, with proven ability to provide data-driven insights.
Personal Attributes
Highly responsible, productive, and effective both independently and in team settings.
Creative, flexible, and curious, with a willingness to try new approaches and solutions.
Emotionally intelligent, resilient, solution-oriented, and able to maintain professionalism under pressure.
Travel Requirements Travel Required: May travel within the U.S. for customer service such as enrollment meetings and strategy meetings
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Assist Account Representative for day-to-day service for clients including claims, billing eligibility, and service issues
Assist renewal process, enrollments, terminations, and COBRA
Providing administrative support to Employee Benefit Manager and Account Representatives
Preparing, formatting, and editing a range of documents
Creating and interpreting a variety of reports
Organizing market research
Analyzing questionnaires and other forms of feedback
Having clear understanding of carrier’s product offerings and processes to maintain efficient workflow
Follows broker policies and procedures including reviewing client policies, maintaining client filesEnsures accuracy of the Broker’s administration system, AMS360 in timely manner
Assist implementation activities for new and existing clients
Assists in completion and processing of applications
Assist Account Representative schedules, prepares for and open enrollment meetings
Collects forms/data/schedules for regulatory compliance
General office duties
Maintaining a marketing database
Comfort with multi-tasking in a deadline-driven environment
Requirements/Preferences:
Obtaining CA Life and Health License within 3 months from the starting date is required
College Degree or equivalent experience
1-3 years’ experience in office work and understanding of basic business.
Experience in Microsoft Office Excel, PowerPoint and Outlook
Experience using computers for a variety of tasks
Competency in Microsoft applications including Work, Excel, Outlook and aptitude to learn new system (Zywave, Employee Navigator, Applied Epic.)
Effective written and verbal communication skills
Experience with Adobe Creative Cloud (Adobe Photoshop, Adobe Premiere) a plus
Proficiency in speaking, reading and writing in business level Japanese and English
A high level of attention to detail
Ability to work effectively within a team and independently
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily
Must be a team player willing to assist with projects and matters that arise.
Must be responsible and productive both independently and with others.
Must be creative, flexible, curious, and willing to try new things.
Should be emotionally intelligent, forgiving, resilient, and solution oriented.
Technical Proficiency
Advanced skills in Excel and strong proficiency with Microsoft Office Suite (Outlook, PowerPoint, Word, Adobe PDF).
Strong data analysis and reporting capabilities, with proven ability to provide data-driven insights.
Personal Attributes
Highly responsible, productive, and effective both independently and in team settings.
Creative, flexible, and curious, with a willingness to try new approaches and solutions.
Emotionally intelligent, resilient, solution-oriented, and able to maintain professionalism under pressure.
Travel Requirements Travel Required: May travel within the U.S. for customer service such as enrollment meetings and strategy meetings
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