Job Category
Accounting / Finance
Location
Torrance, CA
Salary Range
$45,000.00 - $60,000.00

Job Duties:

<Essential 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
  • Organizing market research
  • 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 filesEnsures accuracy of the Broker’s administration system, AMS360 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
  • General office duties
  • Maintaining a marketing database
  • Comfort with multi-tasking in a deadline-driven environment
<Other Job Duties>
  • Tasks that are assigned by the Manager

Requirements/Preferences:

<Requirements>
  • Obtaining CA Life and Health License within 3 months from the starting date is required
  • College Degree or equivalent experience
  • 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.
<Preferences>
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