Benefits Account Executive

Job Title Benefits Account Executive Job Type FLSA Exempt Primary Contact With The Producer Manage the Client Insurance Program, utilizing agency management system. Point of contact with the Producer, informing them 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 the client understands the 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, appropriate 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. Coordinate enrollment meeting agenda and times with client and carriers and conduct meetings as necessary. Teamwork Demonstrate appropriate judgment regarding tasks at their level versus those that need delegation. Delegate tasks to Account Manager and outsourcing teams as appropriate, ensuring 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 and multi-task when needed. Bilingual Spanish is a plus. Ability to service clients, vendors and co-workers effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulness. Proactive attitude; does not require reminders for tasks and demonstrates leadership in client benefits administration. Working knowledge of fully‑insured and/or self‑funded benefit products, services, market dynamics, carriers/vendors. Functional knowledge of wellness programs and client advocacy concepts. Benefits Competitive salary and comprehensive benefits program, including health and welfare, tuition assistance, 401(k), employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. #J-18808-Ljbffr