Job Description
The Liberty Company isn’t just an insurance brokerage—it’s a place where culture comes first. With our fresh approach and award-winning work environment, we’ve grown exponentially by putting people at the center of everything we do. If you’re ready to find your Joy of Being (JOB), we want to hear from you!
At Liberty, we foster entrepreneurship, creativity, and collaboration. In addition to competitive pay and excellent benefits, we offer PTO, holiday pay, paid training, stress management programs, opportunities to give back, and so much more.
We’re excited to welcome our next talented Benefits Assistant Account Manager for our office located in Duluth, GA. If you’re enthusiastic, team-oriented, and ready to thrive in a people-first culture, we’d love to meet you!
Position Summary:
The Benefits Assistant Account Manager for the Employee Benefits department will offer heavy administrative support for the Employee Benefits team as well as support all front office duties. In this role, the admin assistant will process data, answer phones, admit guests into the office. They will have heavy interactions calling carriers, working within carrier sites, and processing changes related to benefit plans. Attention to detail, accuracy, and timeliness is critical to the success of this role in the management and processing of sensitive data. The Administrative assistant will be flexible to support the changing needs of the office in an administrative capacity and will remain self-directed with little supervision.
Essential Duties and Responsibilities
Front office duties:
- Heavy filing and scanning duties
- Keeps inventory and reorders office supplies if needed.
- Gatekeeper and first impression for office guests
- Manages company email inbox
- Follow-Up on outstanding customer inquiries
Benefit Support duties:
- Run AgencyBloc Renewal Report
- Create manilla & Virtual Quote Folders
- Prepare and send 90 day letters
- Pull Renewals & Bills
- Check for COBRA & Section 125
- Census Cleanup/RFP Prep
- Quote under 5 med only groups
- Meeting Prep, PPS & Docs
- Wrap Docs & Benefit Notices
- Enrollment/Changes (new enrollment or terminations)
- Group Terminations
- Order new proposals and check on outstanding proposals
Minimum Qualifications:
- Education requirement: High school diploma or equivalent is required.
- Minimum of 2 years of general office experience.
- Excellent communication skills: verbal and written communication skills with professional correspondence
- Professional phone and message taking etiquette
- Self-directed, able to follow directions and stay on task with little supervision
- Detail oriented, quick learner, problem solver
- Deadline driven and timely
- Team player who can work closely and maintain good relationships with others.
- Intermediate knowledge of MS Office suite programs especially Word, Excel, and Outlook
Promoting Peace of Mind for All
At Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together.
HABU has nothing to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value: Integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun! Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others.
We recognize that our industry has more work to do in advancing diversity and inclusion. Our dream is to become the north star others can look to for direction as we advance together.
*Qualified applications with arrest or conviction records WILL be considered for employment. For positions in our organization that require a state insurance license to perform the duties described herein, applicants must meet the state licensing requirements as required by the applicable DOI, must not have been disqualified or barred from licensure, and must not have been prohibited from conducting the business of insurance under Title 18 U.S. Code, §§1033 and 1034 to qualify for that role