Account Executive, Employee Benefits
Core
Manage assigned book of business, develop client relationships, and deliver strategic plans to grow and retain clients for health and welfare programs.
Role type
Senior 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, client relationship management, strategic planning, financial analysis, plan assessment, benchmarking, enrollment management, carrier negotiation, data analysis
Preferred skills
Wellness program management, self-funded account management, large 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; Assist client with billing issues including auditing and reconciliation; Develop and communicate strategy for Market Analysis; Leads implementation of new and renewal plans or programs; Manages the enrollment process and employer group application; Partners with producers to design benefit programs based on client objectives; Provides benchmarking/plan assessment data; Updates open enrollment packets and plan documents annually.
Seniority
Senior, hands-on IC