Overview
Account Assistant Jobs in Torrance, USA at Triup, Inc.
Job Duties:
- Assist Account Representative for day-to-day service for clients including claims, billing eligibility, and service issues
- Assist renewal process, enrollments, terminations, and COBRA
- Providing administrative support to Employee Benefit Manager and Account Representatives
- Preparing, formatting, and editing a range of documents
- Creating and interpreting a variety of reports
- Analyzing questionnaires and other forms of feedback
- Having clear understanding of carrier’s product offerings and processes to maintain efficient workflow
- Follows broker policies and procedures including reviewing client policies, maintaining client files
Ensures accuracy of the Broker’s administration system, AMS
360 in timely manner - Assist implementation activities for new and existing clients
- Assists in completion and processing of applications
- Assist Account Representative schedules, prepares for and open enrollment meetings
- Collects forms/data/schedules for regulatory compliance
- Comfort with multi-tasking in a deadline-driven environment
Requirements/Preferences:
- Obtaining CA Life and Health License within 3 months from the starting date is required
- 1-3 years’ experience in office work and understanding of basic business.
- Experience in Microsoft Office Excel, PowerPoint and Outlook
- Experience using computers for a variety of tasks
- Competency in Microsoft applications including Work, Excel, Outlook and aptitude to learn new system (Zywave, Employee Navigator, Applied Epic.)
- Effective written and verbal communication skills
- Experience with Adobe Creative Cloud (Adobe Photoshop, Adobe Premiere) a plus
- Proficiency in speaking, reading and writing in business level Japanese and English
- A high level of attention to detail
- Ability to work effectively within a team and independently
- To perform this job successfully, an individual must be able to perform each essential duty satisfactorily
- Must be a team player willing to assist with projects and matters that arise.
- Must be responsible and productive both independently and with others.
- Must be creative, flexible, curious, and willing to try new things.
- Should be emotionally intelligent, forgiving, resilient, and solution oriented.
Technical Proficiency
- Advanced skills in Excel and strong proficiency with Microsoft Office Suite (Outlook, PowerPoint, Word, Adobe PDF).
- Strong data analysis and reporting capabilities, with proven ability to provide data-driven insights.
Personal Attributes
- Highly responsible, productive, and effective both independently and in team settings.
- Creative, flexible, and curious, with a willingness to try new approaches and solutions.
- Emotionally intelligent, resilient, solution-oriented, and able to maintain professionalism under pressure.
Travel Requirements
Travel Required:
May travel within the U.S. for customer service such as enrollment meetings and strategy meetings
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Title: Account Assistant
Company: Triup, Inc.
Location: Torrance, USA
Category:
