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Employee Benefits Account Executive Administrator

Join Our Team!

The Account Executive Administrator provides assistance to Risk Advisors (RA) and Account Executives (AE) in the mid to large size group market. You will operate as a resource to support the organization in identifying and implementing process improvement opportunities to enable optimal services to be delivered to our clients.

Essential Functions and Responsibilities

  • Updating and saving policies in CRM and Quickbase
  • Creating and updating FAR reports
  • Processing Adds, Terms, and Changes for client enrollments
  • Resolving client billing issues by working with the carriers as requested by the AE
  • Creating term letters and submitting them to the carriers
  • Research claims issues as requested by AE and RA
  • Support for RAs on RiskMaps and Executive Summaries
  • Serving as a backup for pulling renewal information
  • Creating communication pieces – customized open enrollment packets/booklets, new hire packets/booklets, electronic disclosure statements, power point presentations, and Brainshark presentations
  • Assist in the preparation of client meetings and attend as needed
  • Prepare SPD Wrap Documents
  • Working proficiently and independently in all customer management databases, to include strong documentation of any paper trails and client interactions
  • Setting follow-up activities in customer management system for any related follow-up needed with team members, clients and prospects, keeping the timeline in focus
  • Maintaining efficient communication with carrier representatives
  • Keeping abreast of industry trends, regulations, and products
  • Serve as a backup to the quoting specialist, specifically in the 2-10 group space
  • Serve as a backup to the receptionist when needed
  • All other duties as assigned


  • High School Diploma or equivalent required
  • Minimum of one year of health insurance experience is required
  • Life and Health WI insurance license, required within 90 days
  • Experience using Microsoft Excel, Outlook, Word
  • Ability to work independently and as a member of a team
  • Ability to manage multiple tasks simultaneously and work effectively under tight deadlines
  • Excellent written and oral communication skills
  • Ability to collect data, establish facts, and draw valid conclusions
  • Ability to maintain confidentiality

Working Conditions

  • Must be able to remain in a stationary position 80% of the time
  • Needs to occasionally move about inside the office to access files cabinets, office equipment, etc.
  • Constantly using hands and fingers to operate a computer and other office equipment (copy machine, label machine, etc.)
  • Work takes place in a well-lighted, heated, and/or air conditioned indoor office setting with adequate ventilation


This job description reflects management’s assignment of essential functions and nothing in this herein restricts management’s rights to assign or reassign duties and responsibilities to this job at any time.