Summary: The Associate Account Executive position serves as a key member of the client services team, bridging the gap between senior account management roles and senior account executives. This role is designed for individuals who have foundational experience in employee benefits insurance and are looking to advance their careers. The successful candidate will support account management activities, assist in client communications, and contribute to the overall success of the team.

ESSENTIAL DUTIES & RESPONSIBILITIES:

Client Support:

• Assist Account Executives in managing client relationships and ensuring high levels of client satisfaction.
• Respond to client inquiries regarding benefit plans, claims, and billing, providing timely and accurate information.
• Maintain organized client documentation and ensure all client interactions are logged in the agency management system.

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