Benefits Account Executive

Description Benefits Account Executive Job Type FLSA Exempt Essential Duties & Responsibilities Primary Contact with the Producer Manage the Client Insurance Program, utilizing agency management system. Duties include, but are not limited to, those below: Point of contact with the Producer, informing Producer of upcoming deadlines and events Responsible for sharing knowledge, providing instruction, and delegating tasks to the Account Manager, and cross‑functional departments Manage “workflows” and administration of client benefit programs, adhering to deadlines Research and answer questions regarding client benefit plans, claims billings, etc. Coordinate and/or deliver wellness presentations so that client understands full scope of MMA vendor capabilities Primary Contact with the Market Place Build and maintain vendor relationships Manage renewal bid/RFP strategy and process Manage ongoing carrier/TPA/Vendor renewal negotiations on clients’ behalf Primary Contact with the Client Ensure appropriate level of service to client Oversee development and preparation of communication booklets Service clients effectively through problem–solving, confidentiality, diplomacy, sensitivity and tactfulness Maintain visibility with client through occasional lunches and on‑site visits Schedule mid‑year and renewal meetings – prepare materials used in these meetings Enrollment meetings – coordinate meeting agenda and times with Client and Carriers and conduct meetings as necessary Teamwork Function as a team member of the Client Services team to ensure superior service to MMA Clients. These activities include but are not limited to: Demonstrate appropriate judgement regarding tasks to be managed at their level or delegated Delegate tasks to Account Manager and outsourcing teams as appropriate, and ensure completion Perform other duties as assigned by the Director of Client Services as needed Requirements Education: Bachelor’s Degree preferred Maintain Group 1 License 3+ years of experience managing a book of business at an insurance brokerage OR 3+ years of HR benefits experience preferred Proficient in Microsoft Word, Excel, PowerPoint Ability to travel as needed for client meetings Ability to speak professionally and comfortably in front of others Demonstrate ability to prioritize & multi‑task when needed Bilingual Spanish is a plus Service clients, vendors and co‑workers effectively through problem‑solving, confidentiality, diplomacy, sensitivity and tactfulness Be proactive (does not require reminders of tasks; demonstrates leadership in the Benefits Program administration) Working knowledge of fully‑insured and/or self‑funded benefits products, services, market dynamics, carriers/vendors Functional knowledge of wellness programs and client advocacy concepts #J-18808-Ljbffr