Account Executive, Employee Benefits
Core
Manages assigned book of business, develops client relationships, and delivers strategic plans to grow and retain clients in the employee benefits sector.
Role type
Account Executive (Employee Benefits)
Builds
Multi-year strategic plans, benefit programs, and enrollment systems for employer groups.
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Employee benefits products knowledge, ACA/COBRA/HIPAA legislation knowledge, client relationship management, billing auditing and reconciliation, market analysis, plan assessment and benchmarking, contribution modeling, enrollment process management, policy interpretation
Preferred skills
Managing wellness programs in large accounts, self-funded account management
Technologies
Microsoft Office Suite, Outlook, agency management systems
Responsibilities
Establish and maintain strong business relationships with clients and insurance carriers; Acquire understanding of clients' business objectives and analyze insurance plans for suitability; Assist clients with billing issues including auditing and reconciliation; Develop and communicate strategy for Market Analysis and negotiate with carriers; Lead implementation of new and renewal plans or programs; Resolve escalated complex service issues between clients and insurance carriers; Manage the enrollment process and online enrollment systems; Partner with producers to design benefit programs based on client objectives; Provide benchmarking/plan assessment data and direction on contribution modeling; Update open enrollment packets and plan documents annually.
Seniority
Mid-level, hands-on IC