Assistant Account Manager - Employee Benefits & HR- Part-Time

Valent Group is a privately held independent risk consulting firm based in Birmingham, Alabama, with multiple locations in the southeastern United States. These offices provide all lines of insurance in partnership with specialized carriers. Valent Group was named a 2018 Best Practices Agency by the Independent Insurance Agents & Brokers of America and has the backing of EBSCO Industries, Inc., a global corporation which began in 1944 and now owns more than 20 businesses in a variety of industries. We offer competitive salaries and benefits, including medical/dental/vision plans, life insurance and other ancillary benefits, profit sharing, employee perks and more.

 

Come alongside the account managers in supporting the Employee Benefits & HR Consultants to ensure the needs of our clients are met. This hands-on Assistant Account Manager role is great for the individual with a passion for helping others, working independently, and problem solving. We are about a work life balance, so we offer a flexible schedule!

 

 It’s not just what we do, but how we do it. To thrive on our team, you will also need to bring a:

 

Passion for service, our clients, and their insurance programs.

A responsive, can-do Attitude is at the center of our service.

Curiosity to solve problems through innovative and out-of-the-box services.

Team-oriented, working with others to get the job done.

 

This is what we believe it takes to deliver a Fortune 1000 customer experience to our middle-market clients. And we believe our clients and their employees deserve nothing less.

 

In this role you will:

 

 

• Support the consultant and producer team in supporting our clients.
• Facility the collection of data, data entry, and execute the process to complete client benchmark reports.
• Review and compare plan documents for compliance and accuracy, ensuring benefits are accurately reflected and information is included where appropriate. Collect all party signatures and ensure all final documents are distributed and saved as appropriate.
• Assist with developing and executing communication strategies for client open enrollments. This would include creating and updating benefit guides, creating benefit videos and printing benefit materials.
• Pull and provide monthly reports to consultants to assist on current and future client renewals.
• On a monthly basis, collect and distribute documents, compensation statements and legal notices to clients.
• Maintain weekly and monthly workflow calendars to prioritize multiple deadlines in a fast-paced environment.
• Fact finding and troubleshooting client issues.
• Responsible for maintaining the internal benefit client database system and carrier contacts.
• Assist with scheduling appointments, creating, and running reports, reconciling invoices, mailing client packages, requesting various documents from carriers including renewals, gathering signatures from various parties on plan contracts, and more.
• Organize and maintain House Account renewals.
• File documents and emails on behalf of the consultants.
• Assist with projects and mailings upon request.

 

You Have:

• High School Diploma
• Bachelor’s Degree, preferred
• Life & Health insurance license, or the ability to obtain one within 90 days, required
• Proficiency in Word, Excel, and PDF
• Must be able to work independently with little guidance 
• Excellent Communication Skills
• Experience creating PowerPoint presentations
• Exceptional customer service and interpersonal skills
• Extremely organized
• Must be deadline driven
• Experience working in a fast-paced environment
• Benefits experience is a plus

 

 

We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, sex, pregnancy status, age, national origin or ancestry, ethnicity, religion, creed, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, training, promotion, discipline, compensation, benefits, and termination of employment. We comply with the Americans with Disabilities Act (ADA), as amended by the ADA Amendments Act, and all applicable state or local law.