The Account Assistant is responsible for performing duties related to the applications received from clients.
Essential Duties and Responsibilities:
Update client files daily
Update client file accordingly in Quick Base when necessary send letters for collection, lapse notice, reinstatements
Must be able to work in a high volume, fast paced environment
Must be able to multitask
Clear, direct communication skills with internal and external constituents
Performs other duties as assigned
Qualifications and Requirements: To perform this job successfully, an individual must be able to perform each essential duty. 440 preferred but not required upon hire will be required within 90 day probation period. The requirements listed below are representation of the knowledge, skill, and/or ability required.
Education and/or Experience: High school diploma or general education degree (GED) required; minimum of two years related experience preferred; or an equivalent combination of education, training and experience.
Necessary Knowledge, Skills and Abilities: Ability to work from designated office for collaborative/interactive fulfillment of duties; perform telephone and/or computer work for extended periods of time; knowledge of Microsoft office; data entry; availability to work overtime as needed for business purposes
Compensation: Based on experience
About Member Benefits:
Member Benefits is a full-service insurance and financial services organization specializing in Third Party Administration of professional affinity group and association member benefit programs. Serving associations for over 30 years, our primary objective is member satisfaction! We support association and professional affinity group clients by providing customized insurance products and employee benefit plans to their individual members and small employers.
As a licensed Third Party Administrator, Member Benefits has national expertise in: