Account Installation Representative

Account Install Representative

Administers the installation of assigned client accounts, including, but not limited to: structure and billing set up, data base loading, ID card set up, benefit package build, and set up for client and broker website access. In addition, provides support to assigned accounts by responding to inquiries or resolving complex issues.

Role Summary:

The Account Installation Representative is responsible for implementing new business, maintaining renewals, maintaining changes to accounts and terminating clients. All client account set up are managed by the benefits team. This position requires critical thinking and technology driven, with critical need for attention to details, ability to multi-task in a fast paced environment and meet tight deadlines and turnaround times.

Primary Responsibilities include but are not limited to:

• Administers the installation of assigned accounts, including, but not limited to: structure and billing set up, eligibility collection, data base loading and ID cards.
• Provides support to assigned accounts by responding to inquiries or resolving issues of concern
• Conduct detailed review of eligibility and plan benefit information
• Data base loading including, but not limited to; client coverage, premium, enrollment and benefit plan information
• Responsible for ID card distribution and maintaining all tracking tools as it pertains to the account installation
• Responsible for implementing benefit, premium and structure changes for existing clients
• Provide Sales/Account management support by responding to inquiries or resolving issues of concern

Competencies:

• Action Oriented
• Customer Focus
• Drive for Results
• Learning on the Fly
• Organizing
• Priority Setting
• Problem Solving
• Time Management

Qualifications:

• Strong verbal and written communication skills required
• Ability to identify system enhancements for increased effectiveness.
• Experience using Microsoft Office Suite (Excel, Outlook, Word, PowerPoint, Access); Excel proficiency (vlookup, pivot tables)
• US or International Health Insurance knowledge preferred
• Prior Benefit Installation Experience a plus
• Good knowledge and understanding of Account Installation and business/operating processes and procedures