Account Assistant
This position is with a Japanese-affiliated insurance brokerage firm specializing in employee benefits services. The Account Assistant supports Account Representatives and managers in delivering day-to-day client service related to employee benefits programs. The role is responsible for administrative coordination, documentation, reporting, and operational support to ensure efficient client servicing and accurate data management within the brokerage system.
Salary
$ 45K-60K / year
Job Location
Torrance, CA
Type of employment
Full time
Language
English, Japanese
Work hours
9:00 AM - 5:00 PM
Remote Work
△(Hybrid)
Industry
Finance
Visa Sponsor
〇
Posted
5 hours ago
Job ID
#1611
Benefits
Competitive employee benefits package
(Insurance, Sick Leave, Paid Vacation etc)
Responsibilities and Duties
- Assist Account Representatives with day-to-day client service, including inquiries related to claims, billing, eligibility, and service issues
- Support renewal processes, enrollments, terminations, and COBRA-related administrative procedures
- Provide administrative support to Employee Benefits managers and Account Representatives
- Prepare, format, and edit various documents, reports, and client materials
- Maintain accurate records within the brokerage administration system and ensure client files are updated in a timely manner
- Assist with implementation activities for new and existing clients, including processing applications and preparing enrollment meetings
- Organize market research data and analyze questionnaires or client feedback
- Maintain marketing databases and support reporting or data analysis activities
- Collect and organize documentation required for regulatory compliance
- Support general office and operational tasks as assigned
Qualifications
- Bachelor’s degree or equivalent work experience
- 1–3 years of office or administrative experience with general business knowledge
- Business-level proficiency in both Japanese and English (spoken and written)
- Proficiency in Microsoft Office applications including Excel, Word, PowerPoint, and Outlook
- Strong computer skills and the ability to learn new systems and platforms
- Strong written and verbal communication skills with high attention to detail
- Ability to manage multiple tasks effectively in a deadline-driven environment
- Team-oriented with the ability to work independently when needed
- California Life and Health License required within 3 months of starting the role
- Experience with Adobe Creative Cloud (e.g., Photoshop or Premiere) is a plus
- Advanced Excel skills and strong data analysis/reporting abilities are preferred
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