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Senior Account Specialist

Corporate Synergies | Posted 20-02-2021

New York (Consulting)


Job Description

Essential to developing a strong foundation in employee benefits brokerage/consulting, the Senior Account Specialist is responsible for developing the industry knowledge/skills necessary to support Sales, Account Management and Underwriting (the team) with activities related to marketing, sales, and service of multiple client accounts (Book of Business).


Key Responsibilities:

  • Maintain up-to-date client files/internal systems in accordance with CSG’s standard protocols.• Support the various pre-renewal/renewal/post-renewal and wellness activities.
  • Coordinate data gathering for reporting efforts (analytical, compliance, etc.).
  • Complete training/professional development to gain understanding of the industry and CSG.


Essential Duties:

  • As part of the client life-cycle (on-boarding, ongoing support and renewal), assist/support the Account Management and Underwriting Team for all lines of coverage by:

a. Gathering all necessary data to fulfill our obligations (including the outreach to carriers and client to secure information),

b. Supporting the team with the preparation, analysis and delivery of materials that makeup the deliverable (i.e. exhibits, reports and presentations),
c. Completing/fulfilling assigned implementation tasks associated with client related projects,
d. Coordinating activities and successfully completing regulatory tasks (i.e. 5500’s, ACA and other notices/disclosures) throughout the year,
e. Prepare standard and ad-hoc reports (as needed),
f. Tracking receipt of deliverables and update the Annual Action Plan to ensure both the accuracy and timeliness of materials, and
g. Participating (whenever appropriate) in client meetings/presentations.

  • At various times throughout the year (i.e. Open Enrollment), prepare and review employee education and communication materials (i.e. Benefit Guides).
  • Assist in the coordination Open Enrollment activities (includes conducting meetings).
  • Maintain internal systems (i.e. BenfitPoint and Oracle) and client files in accordance with CSG’s data standards and filing requirements.
  • Perform necessary steps (including timely follow-up) to help resolve client service or claim issues/inquiries and/or administrative concerns.
  • Interact with carriers and vendors on behalf of the client and the team.
  • Maintain up-to-date client files/internal systems in accordance with CSG’s standard protocols.
  • Support the various pre-renewal/renewal/post-renewal and wellness activities.
  • Coordinate data gathering for reporting efforts (analytical, compliance, etc.).
  • Complete training/professional development to gain understanding of the industry and CSG.

Location(s)

1212 6th Ave 9th Flr Ste 900, New York, New York 10036

Requirements

  • Education - High School Diploma, Bachelor’s Degree preferred.
  • Experience – Entry level position requiring no previous job experience.
  • Licensure/Certification – State Specific Resident Life & Health License is required within six months from date of hire.
  • Competencies/Skills
    a. Strong attention to detail, well organized and responsive,
    b. Strong desire and willingness to learn all aspects of
    i. CSG suite of services and available solutions
    ii. Insurance and healthcare related products
    iii. Regulatory and compliance related matters (including healthcare reform)
    c. Very comfortable with numbers,
    d. Proficient in Microsoft Excel, PowerPoint, Word and Publisher,
    e. Ability to quickly learn new skills,
    f. Comfortable working independently as well as in a team environment,
    g. Ability to establish relationships,
    h. Strong oral and written communication skills,
    i. Ability to multi-task and demonstrate composure/resilience under pressure - Comfortable switching between clients and tasks to meet deadlines, and
    j. Basic understanding of insurance and healthcare.