Benefits Account Executive

About the role

The Benefits Account Executive serves as the primary point of contact with producers and clients, managing their insurance programs and building strong vendor relationships.

Responsibilities

• Manage the Client Insurance Program, utilizing agency management system.
• Drive/client files as per Department Guidelines.
• Manage “workflows” and administration as per Benefits Timeline.
• Research and answer questions regarding client benefit plans, claims billings, etc.
• Coordinate and/or deliver Wellness presentations for the client to understand full scope of MMA vendor capabilities.
• Build and maintain vendor relationships.
• Manage renewal bid/RFP strategy and process.
• Oversee and monitor creation and maintenance of marketing binder as per Department guidelines and Benefit Timeline.
• Oversee and monitor follow up with carriers to ensure they have everything needed to quote clients’ insurance programs.
• Oversee and monitor preparation of market spreadsheets.
• Monitor and take appropriate action to ensure satisfactory vendor performance.
• Stay up-to-date on carrier plans and websites.
• Negotiate with carriers on cost and program design.
• Absentee of more senior team members, provide direction and guidance to other team members when appropriate.

Requirements

• Bachelor’s Degree preferred.
• Maintain Group 1 License.
• 3-4 years of Benefits Account Manager experience preferred.
• Minimum of 3-5 years of small market Benefits Account Executive experience preferred.
• Demonstrated participation in (i.e. completed segments) in RHU, GBA or CEBS CE path.
• Possess operational knowledge of Word, Excel, Power Point Publisher and current internet technologies.
• Ability to travel to meet client service needs.
• Ability to speak professionally and comfortably in front of others.
• Demonstrate ability to multi-task, prioritize work.
• Willingness to work to meet client needs beyond scheduled hours by watching e-mail activity and answering important e-mails and calls after hours and on weekends, if necessary.
• Bilingual Spanish a major plus.
• Ability to service our clients, vendors and co-workers effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness.
• Mastery level knowledge of fully insured benefits products, services, market dynamics, carriers/vendors.
• Functional knowledge of wellness programs (both carrier-based as well as proprietary/client specific strategies), and client advocacy concepts.

Benefits

We offer competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs.