Assist the Senior Account Executive and Account Manager with all responsibilities for the assigned Production Team.  While many of the assigned tasks will not require a client-facing capacity, there will be times client interaction will be necessary.   Duties and responsibilities will vary based on the structure derived by the Senior Account Executive and Account Manager.

This position may have access to sensitive information such as PII and/or PHI.  As such, all Risk Strategies Education Practice employees sign and adhere to RSEP’s Information Security Handbook covering information security policies and procedures.

Primary Duties & Responsibilities:

Develop underwriting modules for each clientLoad procedural information related to the quote and bind process and properly track data in the identified process (currently set-up in Teams Tasks)Handle enrollment process with various individual products like Primary Accident PlansOrganize and distribute claims packets and process for MSA programsDevelop and send Welcome Packets to new and current clients when coverage is bound.Set-up and maintain claims portal with up-to-date information, send monthly loss reports and load to claims portalSet-up new schools and /or users with claims portal and provide tutorialWork with assigned TPA to set-up client access to specific claims lookup system.Invoice and track all premium for ICS and ancillary accountsAnswer email, telephone calls, and/or written correspondence in a timely manner, documents all client interaction and updates client service logs.
 

Requirements & Qualifications:

Previous customer service and data entry experience preferredPC proficiency to include Microsoft Word, Excel, PowerPoint, and OutlookStrong written and oral communication skillsSound problem solving skillsAccounting or health insurance experience a plus

At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, and life insurance, retirement savings, and paid time off and paid holidays for eligible employees. The total compensation for a position may also include other elements dependent on the position offered. The expected base pay range for this position is between $19.55 - $26.00 per hour. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience.

Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and nearly 5,000 employees across the US and Canada.

Our industry recognition includes being named a Best Places to Work in Insurance for the past five years (2018-2022) and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.

                                                 

Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: www.risk-strategies.com/careers.