Position Title: Employee BenefitsAccount Assistant
Classification: Non-Exempt
Reports To: Department Team Leader
Hours: Full-Time
Location: Ogden
Compensation: $17 to $20/hr., full-time with benefits
Who We Are + What We Do
Founded in 1936, The Buckner Company is a family-owned, full-service independent insurance brokerage headquartered in Salt Lake City. What started as a team of three people has grown into one of the largest and fastest growing agencies in the western region with over 200 employees in seven offices. Although much has changed, one thing remains constant: Buckner’s dedication to providing phenomenal service to its clients. In helping customers navigate a competitive and confusing industry, Buckner’s knowledgeable and experienced professionals live by these core values:
- Placing the people at the heart of every decision
- Discovering better solutions and making things happen
- Acting with openness and clarity
- Collaborating and trusting each other
Why Buckner?
- A company focuses on work/life balance.
- PTO, paid holidays, and flex days for when you are not.
- As stable as they come: The insurance industry is essential to our society and in constant demand. There is work to be done and plenty of it.
- Company-paid Continued Education: Insurance-related courses, designations, certifications, and licensing are paid for by Buckner.
- Top Notch 401K and Benefits: An industry-leading 401K policy combined with outstanding healthcare, dental, and vision benefits.
- Great culture, great people: With a culture centering on collaboration and comradery
Position Summary
This is an entry-level position working to give support and assistance to Account Managers and Producers.
Essential Duties and Responsibilities:
Assist Account Manager and Producer with processing:
- Enter and submit changes/enrollments to carriers
- Run quotes for renewals & new groups
- Proposals for renewals and new groups
- Run compliance requirements for clients in HR Services and submit to clients (SPD, Annual Notices, POP Documents, Model Exchange Notice)
- Prepare and get signed Business Associate Agreements from new clients
- Prepare benefit books for clients
- Update Instant Benefits for clients
- Enter all correspondence, renewals, and new groups into Epic
- Future responsibilities for technology resources and tools (enrollment system, electronic application…..)
- Bill audits
- Set up new groups in benefit HRIS
Qualifications:
Education and Experience:
High School diploma or equivalent required
- Knowledge of or experience in the insurance industry preferred
- Life, Accident & Health License
Required Job Knowledge and Skills:
- Knowledge of and familiarity with current Health, Life, Dental, Vision, Long Term Disability (LTD), Short Term Disability (STD) and Long Term Care products
- Knowledge of and familiarity with PPACA's current and proposed regulations
- Ability to maintain cooperative working relationships with a variety of citizens and agency staff
- Proficient in a variety of computer software applications used by the agency, including MS Word, Excel, Outlook, and PowerPoint; EPIC; as well as the Internet and Carrier Web Sites
- Ability to establish and develop strong relationships with clients, carriers, trusted business partners, and coworkers
- Good organizational and time management skills
- Ability to work well with details
Physical:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate verbally and to listen for instructions and information. The employee is also required to sit for long periods of time often in front of a computer monitor and operate a computer keyboard. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.
