Account Generalist

Position Summary:

The Account Generalist plays a vital support role within the team at McCarty Insurance, ensuring smooth day-to-day servicing of client accounts. This position is responsible for a mix of administrative, technical, and service-oriented tasks, helping maintain high levels of accuracy, efficiency, and client satisfaction. The ideal candidate is detail-oriented, proactive, and comfortable working in a fast-paced environment with evolving priorities.

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Key Responsibilities:

Client Service Support

• Monitor and respond to inbound client emails and calls with professionalism and accuracy.
• Research client inquiries using internal systems and vendor portals; respond directly once clear, verified answers are available.
• Troubleshoot general benefit-related issues and follow up to resolution.
• Provide assistance with general problem-solving and clarification of benefits, processes, or documentation.

Data Entry & System Management

• Update employee changes and demographic information in vendor sites and internal systems.
• Extract new hire data from client HRIS platforms and input into the appropriate System of Record.
• Enter information into the agency’s CRM, AgencyBloc, and maintain clean, organized data records.
• Conduct regular file audits and reconcile error reports for accuracy.
• Help maintain the agency’s digital client files by ensuring they are organized with the proper naming conventions and Account Worksheets are accurate, complete, and uploaded to AgencyBloc.
• Provide oversight to workflow processes; ensure steps are completed in a timely and compliant manner.

New Group Onboarding & Renewal Support

• Support Account Managers during peak enrollment periods by running plan designs and formatting data for client presentation.
• Prepare new group paperwork, ensuring documents are accurate and ready for client signature.
• Assist with the collection and formatting of census data for quoting purposes.

Enrollment & Communication Materials

• Assist in preparing and formatting Open Enrollment materials, including custom flyers, slide decks, and benefit booklets.
• Generate and maintain post-enrollment materials, including but not limited to, deduction summaries for client implementation and agency contact sheets.
• Assists with processing new hire enrollments and employee terminations, ensuring timely and accurate updates across systems and carrier platforms.

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Qualifications:

• 1–3 years of experience in insurance, employee benefits, or a related field preferred.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint); comfort with learning new software.
• Familiarity with HRIS systems and benefits administration platforms a plus.
• Strong attention to detail and organizational skills.
• Ability to handle multiple priorities with accuracy and efficiency.
• Excellent written and verbal communication skills.

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Working Conditions:

• Hybrid or in-office work environment depending on agency needs.