L&H Benefits - Account Executive

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Aid in the validation of enrollment, claims, and fixed fees for the data analytics system.
• Collaborate with clinical, communications, data analytics, underwriting, actuarial, and other teams for plan performance reviews and risk mitigation strategies.
• Oversee the collection and reporting of benchmark comparisons to industry standards, employee size, and geographical span for each line of business.
• Keep clients informed of all reporting and testing obligations such as ACA, Form 5500, Non-discrimination Testing, Online CMS Form, Imputed Income, Statutory Disability, Medicare Part D Creditable Coverage, Minimum Value Attestations, etc.
• Obtain and ensure alignment of all governing documents, disclosures, and service agreements with current business practices and regulatory environments.
• Coordinate the creation of communication materials like Benefits-at-a-Glance, Benefit Guides, Open Enrollment Presentations, Post Cards, Newsletters, Flyers, Posters, etc., to support employee education.
• Serve as the liaison to subject matter experts for designing, implementing, overseeing, and evaluating employer-sponsored voluntary wellness programs.
• Maintain consistent client contact to address service and support needs.
• Resolve service issues that do not meet quality standards or acceptable practice levels.
• Stay updated on all carrier, administrator, and vendor operational requirements and value-added services.
• Manage the strategic planning process for renewals, implementations, proposals, and ongoing maintenance for all benefits and support services.
• Collect, manage, and maintain data for all employee benefit plans in the client management system and document repository.
• Attend benefit fairs, open enrollment meetings, group or one-on-one sessions, etc., based on client preferences.
• Source new employee benefit offerings and point solution providers to support client needs and interests.
• Assist in the development of stewardship reporting, where applicable.

EDUCATION AND/OR EXPERIENCE

• Bachelor's degree in a related field.
• 5+ years of related experience and/or training, with 3+ years as an Account Executive.
• Equivalent combination of education and experience.

KNOWLEDGE, SKILLS, AND ABILITIES

• Excellent verbal, written, and organizational skills with strong attention to detail.
• Self-motivated with the ability to work independently in a fast-paced environment.
• Ability to prioritize and handle multiple tasks simultaneously.
• Analytical, critical thinking, and problem-solving skills with the ability to determine appropriate actions.
• Process management skills.
• Establish and maintain effective working relationships at all levels of the organization.
• Proficient in Microsoft Office Suite or similar software, with the ability to learn and utilize industry-specific software as required.
• Ability to maintain confidentiality.
• Demonstrated reliability in attendance and work performance.

CERTIFICATIONS, LICENSES, AND REGISTRATIONS

• Appropriate insurance licenses in each state where business is being solicited.

PAY RANGE

• $83,000 - $132,800

BENEFITS

For benefits information, please visit https://www.stephens.com/careers/benefits.