Account Executive, Employee Benefits
Core
Manages assigned book of business for employee benefits, developing strategic plans and ensuring clients have resources to manage health and welfare programs.
Role type
Account Executive, Employee Benefits
Builds
Client retention and multi-year strategic plans for employer groups
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Employee benefits products knowledge, ACA/COBRA/HIPAA legislation knowledge, carrier negotiation, enrollment process management, financial analysis, plan assessment, benchmarking, contribution modeling, data management, project plan implementation
Preferred skills
Wellness program management, self-funded account management
Technologies
Microsoft Office Suite, Outlook, agency management systems
Responsibilities
Establish and maintain business relationships with clients and carriers; Acquire understanding of client objectives and analyze insurance plans; Assist with billing, auditing, and reconciliation; Develop and communicate market analysis strategies; Lead implementation of new and renewal plans; Resolve escalated complex service issues; Manage enrollment processes and employer group applications; Partner with producers to design benefit programs; Prepare EB Comp Disclosure and 5500 filings; Provide direction on contribution modeling; Submit BOR letters and obtain contracts; Update open enrollment packets and plan documents.
Seniority
Mid-level, hands-on IC