Account Analyst

February 11

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EOI Service Company

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EOI Service Company is a provider of superior benefit education and communication services aimed at increasing employee engagement and achieving desired benefit outcomes. With over 45 years of experience, EOI assists companies nationwide in designing and implementing communication strategies and decision support tools that help employees understand and select their benefit options effectively. They administer over 1,500 accounts nationwide, representing over 500,000 employees. EOI offers support services such as benefits administration system builds, custom communication packages, and employee benefits education, helping to optimize and reduce the investment burden for their clients while increasing employee enrollment and understanding of benefit values.

Expert evaluation of voluntary benefits market • Customized Total Compensation Statements • Electronic core benefit enrollments • Coaching employees to appropriate plan options • Promoting employers'​ Health and Wellness

51 - 200 employees

Founded 1979

🤝 B2B

📚 Education

👥 HR Tech

💰 Private Equity Round on 2020-09

📋 Description

• The Account Analyst provides a high level of support with maintaining and servicing client accounts. • This position assists the Account Manager with gathering, organizing and delivering project materials, reports and results, general account assistance and other special projects. • Supported directly by the SR Account Analyst and reporting to the Director of Account Management, the Account Analyst will play a key role in delivering exceptional service and fostering strong client relationships. • Assist with the coordination and tasks related to the implementation of benefits enrollment projects, specifically assisting with the project checklist and timelines. • Aid team integration across departments to effectively deliver tasks on time, holding team members accountable to deadlines. • Gather and store case documents including but not limited to budget and goals, plan of enrollment, counselor scripts, and required client documentation for Carriers. • Support and participate in weekly case project team meetings. • Assist with scheduling calls with team members, clients, carriers and brokers. • Document the weekly client and team calls. • Collaborate and organize the Enrollment Manual with the required case specifics. • Contribute during case training for the benefit counselor success. • Collect client census information for distribution to required parties. • Participate in any replacement processes including but not limited to, product mapping over to new Carrier and arranging materials needed for upcoming product RFP. • Enrollment System Support: Organize and store carrier specification documents, census information and assist with testing enrollment platform. • Analyze and store case results and counselor reporting. • Generate and organize statistical data from Oracle and enrollment platforms for reporting to Client, Broker and EOI Marketing. • Analyze and audit project enrollments. • Process, track and assist in resolving customer service issues. • Assist with the set-up of monthly new hires project timelines, licensing and training materials. • Other duties as assigned.

🎯 Requirements

• Ability to work on a fast paced, high-energy team while maintaining a positive attitude. • Track record of success working on multiple tasks and delivering high-quality results under tight deadlines. • Strong communication skills and ability to accurately document discussions. • Experience with Excel and report writing. • Ability to problem solve. • Strong organizational and attention to detail skills. • Computer proficiency with Excel spreadsheets, Word documents, and the ability to navigate Enrollment Management Systems.