Employee Benefits Account Executive

Position Summary

Employee uses their qualifications, experience, expertise, judgment, and discretion to obtain, maintain, service, market and grow the insurance business of The Liberty Company ("Company"). Assists Company clients with obtaining/renewing insurance coverage for Company clients on terms and at prices that are competitive and appropriate. Assists Company in managing all aspects of Company's relationship with Company's clients, including administration, marketing, customer service, and receivables. This position is responsible for fulfilling day-to-day account management responsibilities as assigned by EVP, Small Group Employee Benefits and Producer, with keen diligence and in a timely manner.

Essential Duties And Responsibilities

• Collaborate with producers on client initiatives and new implementations.
• Aid producers in marketing and quoting, putting together presentations, conducting open enrollment meetings, and managing any carrier/vendor requirements for both small and large group renewals.
• Foster genuine client interactions by regularly communicating to assess satisfaction, discuss program enhancements and benefits education, and provide updates on industry trends.
• Cultivate strong relationships by understanding client needs, anticipating challenges, and proactively addressing concerns.
• Raise flags immediately to ensure timely resolution and retention.
• Develop and maintain excellent insurance carrier and vendor relationships.
• Communicate effectively with all key stakeholders.
• Acknowledge and respond to all clients' requests timely and professionally.
• Set timeline expectations with clients for resolution.
• Educate clients on compliance obligations, facilitate broker compliance tasks, and indemnify company risk while staying informed on industry trends, compliance changes, state-specific requirements, etcetera.
• Comply with agency and document management standards, workflow process, and timing requirements.
• Investigate and resolve complex benefit related inquiries and concerns, demonstrating a commitment to client satisfaction.
• Maintain detailed and accurate records using our internal agency management system, shared file system, and other applicable software applications.
• Create and maintain employee communication such as highlight sheets, benefit guides, and other key documents that are client and employee facing.
• Learn and maintain Benefit Administration platforms as needed.
• Manage enrollments, changes, and terminations (ECT) with carriers and vendors according to department systems and procedures for all new hires, qualifying events, terminations, and open enrollment.
• Perform other tasks on projects as needed/assigned to support the overall development and advancement of the Employee Benefits team.

Qualifications

• Active California DOI Life and Health License.
• Five plus years of Benefits experience.
• Account or project management experience is necessary.
• Excellent and consistent communication and organizational skills.
• Ability to manage time wisely.
• Ability to travel as required to satisfy client management responsibilities.
• Strong knowledge of benefits practices, procedures, products, and networks.
• Broad knowledge of Health and Welfare compliance and regulations, HIPAA, PHI/PII, and legislation.
• Proficient in MS Office, specifically Excel, Word, and PowerPoint.
• BenefitPoint experience preferred.
• Navigator is a plus!
• Ability to work independently with little supervision.
• Ability to organize and prioritize effectively.
• Accuracy and mindfulness, as well as a history of reliability, confidentiality, and conscientious work habits.
• The ability to interpret data and make cost effective decisions.
• The ability to adapt and work efficiently in a rapidly changing dynamic environment with deadline pressures.
• Demonstrated ability in dealing directly with co-workers, clients, vendors.
• Spanish is a plus!

Work schedule

8:30am – 5:00pm M-F.