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- Prepare benefit summary sheets and flyers for the Virtual OE folder.
- Prepare client presentation slides.
- Request and track wellness requirement data (annual physicals, HY registration, etc)
- Post enrollment audits - requesting the censuses and putting in Zywave for audit to be completed.
- Prep the CAA Disclosure for client
- Request Schedule As & Cs for 5500s
- Prepare and sending complete stop loss claim forms back to Benecon
- Track client's available surplus dollars moving into the fall renewal meetings
- Send out Core Term notices
- Assist with google drive audits
- Gather current communications and use to update information in presentations
- Save docuemnts in G drive
- Renew plans and enter activities into Zywave
- Update Medicare Part D notices
- Ensure all Special Notices for OE are updated
- Assist with compiling compliance binders
- Displays professional conduct that acts as a positive example for the team
- Protects confidential material, procedure manuals, and methods of doing business
- Creates paper and electronic files according to corporate standards
- Maintains an organized work area that allows co-workers to access information when required during the absence of the employee
- Uses appropriate conflict resolution, provides constructive feedback to management, and suggests possible resolution
- Supports other departments and/or additional projects when needed
- Ability to sit at a desk in office of location each normal workday
- Ability to use personal computer
- Ability to speak and hear in person and by telephone
- Ability to work in climate-controlled office environment
- Ability to work outside of the typical 9-5 office hours
- High School Diploma or equivalent required and actively pursing a Bachelor's level degree
- Proficient skills in MS Excel, PowerPoint, Word, Outlook, and related software
- Superior communication, organizational and interpersonal skills
Intern - Account Management - Bethlehem, United States - BSI Corporate Benefits
Description
Job Description
Job DescriptionJOB SUMMARY
The Account Management internship will provide an opportunity to learn about health benefit compliance, wellness program management and client management.
PRIMARY DUTIES AND RESPONSIBILITIES
OTHER FUNCTIONS
ESSENTIAL PHYSICAL AND ENVIRONMENTAL DEMANDS
QUALIFICATIONS