Description
We are seeking an Account Installation Representative to implement new business, maintain renewals, and manage changes to accounts. As an Account Installation Representative, you will administer the installation of assigned client accounts, including structure and billing setup, database loading, ID card setup, benefit package build, and setup for client and broker website access.
Primary Responsibilities:
- Administer the installation of assigned accounts, including structure and billing setup, eligibility collection, database loading, and ID cards
- Provide support to assigned accounts by responding to inquiries and resolving complex issues
- Conduct detailed reviews of eligibility and plan benefit information
- Load database information, including client coverage, premium, enrollment, and benefit plan details
- Distribute ID cards and maintain tracking tools for account installation
- Implement benefit, premium, and structure changes for existing clients
- Offer sales and account management support by addressing inquiries and resolving issues
Requirements:
- Bachelor's degree or equivalent required
- Strong verbal and written communication skills required
- Ability to identify system enhancements for increased effectiveness
- Experience using Microsoft Office Suite (Excel, Outlook, Word, PowerPoint, Access), with Excel proficiency (vlookup, pivot tables)
- US or International Health Insurance knowledge preferred
- Prior Benefit Installation Experience a plus
- Good knowledge and understanding of Account Installation and business/operating processes and procedures
Competencies:
- Action Oriented
- Customer Focus
- Drive for Results
- Learning on the Fly
- Organizing
- Priority Setting
- Problem Solving
- Time Management