Account Assistant

HFCB, LLC   CHARLOTTE, NC   Full-time     Administration / Clerical
Posted on November 10, 2021

Job title: Account Assistant

Company profile: Boutique employee benefits firm with national client base.

Company location: South Charlotte

Job summary: Perform a variety of support tasks to provide an excellent customer service experience for potential and existing plan participants.


  • Customer service
    • Interact with plan participants to answer questions and provide service
    • Communicate and follow up with vendors as necessary to process service requests
    • Track all service interactions in the CRM
  • Production of plan communication materials
    • Assist with organizing, producing, and distributing printed plan communications
    • Track plan activity and follow up on outstanding requirements
  • Other responsibilities
    • Generate and distribute plan portability communications as needed
    • Audit vendor plan benefit calculations


  • Positive attitude
  • Excellent verbal and written communication skills
  • Highly organized and detail-oriented
  • Able to work well in a small team setting
  • Proficient in Microsoft Office (Outlook, Word, and Excel)

Career advancement opportunities:

  • Billing Specialist
  • Account Manager

Education and experience:

  • College degree
  • Experience working in a service environment, insurance or employee benefits is helpful but not required


  • Monday – Friday  8:30 – 5:00

 Compensation range:

  • Compensation range is $40-45k depending on experience and capabilities


11111 Carmel Commons Blvd, Suite 125