Administrative Assistant - Client Services - AssuredPartners

Pierce Group Benefits, an Accretive company, is currently the largest provider of employee benefits consulting and administration in North Carolina’s public sector. Our firm is a full-service employee benefits brokerage that builds comprehensive benefits packages for employers in North Carolina, South Carolina, and Virginia. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees to learn and mentor with top leadership for continued professional and personal development. Additionally, you can count on excellent benefits, a comprehensive PTO plan & floating holidays, uncapped career growth, and the best people in the industry.

Title: Administrative Assistant - Client Services

Job Summary: We are seeking an individual who is self-motivated, possesses a strong work ethic, organizational skills, and willingness to partner with our Account Executive team.

Essential Functions and Responsibilities: The main responsibilities of an Administrative Assistant - Client Services are to provide support and service to our AE team.

• Assist Account Executives in the creation and review of documents that are used in the enrollment process.
• Ability to collaborate with and support cross-functional teams
• Regularly update documents that are kept in various depositories and are referenced by internal stakeholders.
• Prepping physical copies of documents that will be inspected and reviewed by external stakeholders as well as internal.
• Aid in the creation, tracking, and submission of enrollment schedules.
• Prepare and update forms.
• Upload and track sensitive information in electronic ticketing system.
• Analyze entries in electronic ticketing system for missing information and communicate with clients to obtain missing information.
• Speak with carriers via phone or email regarding research questions and changes.
• Record minutes and manage agendas for multiple regularly occurring meetings.
• Demonstrating good judgment in solving problems as well as identifying problems in advance, and proposing solutions
• Ensuring prompt and consistent delivery including closed-loop communications with all internal/external parties
• Other duties as assigned

Essential Skills and Qualifications:

• Proficiency with computers and Microsoft Office 365 Suite, specifically Excel
• Excellent project planning, tracking and organizational skills
• Ability to self-motivate and self-manage
• Work independently, manage his/her duties with minimal oversight from the Account Executive.
• Excellent communication and critical thinking skills

Accretive is a collection of elite specialty and wholesale agencies supported by experienced industry leaders. Our expertise is broad, and our innovative culture runs deep. We value relationships above all else and consistently deliver best in class customized solutions and service you can trust.

Pierce Group Benefits, an Accretive company, is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.  We are proud to be one of the largest brokers in the country, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us. Accretive is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. Accretive is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!