Benefits Account Executive

Benefits Account Executive

Primary Contact with the Producer

• 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
• Ability to service our clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness
• Responsible for 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

• Begin to demonstrate appropriate judgement regarding what tasks are managed at their level or those that need to be delegated
• Begin to delegate tasks to Account Manager, as well as outsourcing teams, as appropriate, and ensuring tasks are completed as delegated
• 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 as managing a book of business at an insurance brokerage OR 3+ years of HR benefits experience preferred
• Proficient in Microsoft Word, Excel, Power Point
• 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
• Ability to service our clients, vendors and co-workers effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness
• Ability to be pro-active (Does not have to be asked or reminded of tasks. Demonstrates a leadership role with the client in the overall administration of the Benefits Program).
• 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.