Account Associate I - APEX

SUMMARY  Responsible for providing customer service and administrative/operational support to assist the service team in supporting new and existing accounts. This role is operational in nature and focuses on accuracy, organization, and timely execution. ESSENTIAL DUTIES AND RESPONSIBILITIES   Creates prospect and customer files on shared files Assists with the implementation of the off-system client workbook and review of in-house build workbooks Track required client materials and documentation for implementation of plans/products/marketing communication/files Provide administrative training on the benefit admin sites that clients will utilize day to day Perform any audit discrepancies within the system and external carrier discrepancies Support Account Executives with the preparation of new client implementation and renewals Scheduling touchpoint calls with the client to ensure that all discrepancies and/or issues are being addressed Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates. Performs other duties as assigned. QUALIFICATIONS EDUCATION/EXPERIENCE High School Diploma or equivalent combination of education and experience Bachelor's Degree Two (2) or more years related work experience Valid Insurance License Must continue to meet Continuing Education requirements for license renewal SKILLS Good verbal and written communication skills Good customer service skills, including telephone and listening skills Good problem solving and time management skills Intermediate typing skills (30 - 35 wpm) Ability to work within a team and to foster teamwork Ability to prioritize work for multiple projects and deadlines #LI-DD1