Account Assistant

• Position: Account Assistant (Non-Exempt)
• Division: Employee Benefits
• Report To: Manager
• Location: Torrance, California (Work in the office every day for the first 3 months. Then Hybrid of 2 days working from home.)
• Working Hours: 9 AM - 5 PM, Mondays - Fridays, 1 hour paid lunch break, possible overtime on weekdays after 5 PM
• Salary Range: $45,000~$60,000, annually

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 carriers product offerings and processes to maintain efficient workflow
• Follows broker policies and procedures including reviewing client policies, maintaining client files
• Ensures accuracy of the Brokers 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
  
  

• Tasks that are assigned by the Manager

Requirements/Preferences:

• 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.
  
  

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 Required: May travel within the U.S. for customer service such as enrollment meetings and strategy meetings