myGwork - LGBTQ+ professionals & allies
Benefits Sr. Account Executive
myGwork - LGBTQ+ professionals & allies, Dallas, Texas, United States, 75215
This inclusive employer is a member of myGwork – the largest global platform for the LGBTQ+ business community.JOB TITLE:
Senior Benefits Account ExecutiveJOB TYPE:
FLSA ExemptREPORTS TO:
Director of Client Services – Employee Health & BenefitsEssential Duties & Responsibilities
Primary Contact with the Producer
Manage the Client Insurance Program, utilizing agency management system.Act as a main point of contact with the Producer.Function as a main contact with vendors to ensure proper processing of requests necessary to effectively maintain the client’s insurance program.Maintain positive client relationships and have the ability to analyze situations, make proactive decisions, and manage follow-through.Demonstrate a strong consultative ability to instruct and direct the client.Responsible for sharing knowledge, providing instruction, and delegating tasks to the Account Manager, Call Center, Benefits Admin, wellness and iCAF.Inform Producer of upcoming deadlines and events.Maintain R: Drive/client files as per Department Guidelines.Manage “workflows” and administration as per Benefits Timeline.Manage and monitor administration of client benefit programs.Research and answer questions regarding client benefit plans, claims billings, etc.Manage and/or deliver Wellness Presentations so that client understands full scope of MMA vendor capabilities.Demonstrate proactive work style and does not have to be asked or reminded of tasks.Manage upcoming deadlines and events, informing and updating the Producer as needed.In absence of more senior team members, provide direction and guidance to other team members when appropriate.Primary Contact With The Market Place
Build and maintain vendor relationships.Manage renewal bid/RFP strategy and process.Manage ongoing carrier/TPA/Vendor renewal negotiations on clients’ behalf.Oversee and monitor creation and maintenance of marketing binder as per Department guidelines.Oversee and monitor follow up with carriers to ensure they have everything needed to quote clients Insurance program.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.Assist bSwift team with completion of the bSwift requirements document for any assigned clients.Assist bSwift team with set-up of client web site as directed by Benefits Operations Manager.Primary Contact With The Client
Responsible for adherence to MMA Benefit Timeline Checklist to ensure appropriate level of service to client.Oversee development and preparation of communication booklets as per Department Guidelines.Ability to service clients effectively through problem solving, confidentiality, diplomacy, sensitivity, and tactfulness.Coordinate, present, and attend client meetings.Responsible for visibility with client through occasional lunches and on-site visits.Schedule Mid-year and Renewal Meetings – Prepare materials used in these meetings.Enrollment Meetings – Coordinate meeting agenda and times with Client and Carriers.Develop stewardship report based on workflows in Benefit Point.Capable of gathering and analyzing ICAF, Milliman, Aggregate and DMW reports.Initiate correspondence with clients and ensure timely delivery.Visit clients with or without Producer as necessary throughout the year.Delegate to the Account Manager
Document compliance with Renewal Timeline and task completion by appropriate team member.Ensure that the Account Manager performs all tasks identified in their job description as well as the renewal timeline.Manage development and preparation of communication booklets as per Department Guidelines.Manage development and preparation of Request for Proposal.Manage development and preparation of client presentation materials.Enrollment Meetings – Coordinate meeting agenda and times with Client and Carriers.Actively demonstrate ability to delegate to Account Manager.Ensure documentation to support actions and services are properly documented and filed.Check the Insurance Contract & Compliance
Review Summary Plan Descriptions and communicate corrections directly to vendors.Responsible for checking all client policies.Oversee Compliance functions including Benefit Timeline Checklist and Healthcare Reform Checklist.Compliance oversight for “Schedule A” requests from carriers, Form 5500, and HIPAA/ERISA/COBRA compliance.Review first bill following renewal for accuracy.Teamwork
Function as a team member of the Client Services Team to ensure superior service to all clients.Demonstrate appropriate judgment regarding task management and delegation.Maintain and exhibit a positive, professional attitude.Perform other duties as assigned by the Director of Client Services.Work from Home is a privilege, not an entitlement.Seen as a role model and mentor for Account Executives and Managers.Negotiate with carriers on cost and program design.Assist in plan recommendations for the client.Become a subject matter expert in areas of interest or technical capability.Requirements
Education: Bachelor’s Degree Preferred.Maintain Group 1 License.5-7 years of Account Executive experience preferred.7-10 years of midmarket Account Executive experience preferred.Demonstrated participation in RHU, GBA or CEBS CE path.1-15 years of experience as an Account Executive if no designation.Demonstrated ability to meet and exceed objectives through effective delegation.Operational knowledge of Word, Excel, PowerPoint, 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 and prioritize work.Willingness to work beyond scheduled hours when necessary.Bilingual Spanish a major plus.Ability to service clients, vendors, and co-workers effectively.Ability to be proactive and demonstrate leadership in client program administration.Mastery level knowledge of fully-insured benefits products and market dynamics.Functional knowledge of wellness programs and client advocacy concepts.We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs. For more information about our company, please visit us at:
http://marshmma.com/careers .#MMASW
#J-18808-Ljbffr
Senior Benefits Account ExecutiveJOB TYPE:
FLSA ExemptREPORTS TO:
Director of Client Services – Employee Health & BenefitsEssential Duties & Responsibilities
Primary Contact with the Producer
Manage the Client Insurance Program, utilizing agency management system.Act as a main point of contact with the Producer.Function as a main contact with vendors to ensure proper processing of requests necessary to effectively maintain the client’s insurance program.Maintain positive client relationships and have the ability to analyze situations, make proactive decisions, and manage follow-through.Demonstrate a strong consultative ability to instruct and direct the client.Responsible for sharing knowledge, providing instruction, and delegating tasks to the Account Manager, Call Center, Benefits Admin, wellness and iCAF.Inform Producer of upcoming deadlines and events.Maintain R: Drive/client files as per Department Guidelines.Manage “workflows” and administration as per Benefits Timeline.Manage and monitor administration of client benefit programs.Research and answer questions regarding client benefit plans, claims billings, etc.Manage and/or deliver Wellness Presentations so that client understands full scope of MMA vendor capabilities.Demonstrate proactive work style and does not have to be asked or reminded of tasks.Manage upcoming deadlines and events, informing and updating the Producer as needed.In absence of more senior team members, provide direction and guidance to other team members when appropriate.Primary Contact With The Market Place
Build and maintain vendor relationships.Manage renewal bid/RFP strategy and process.Manage ongoing carrier/TPA/Vendor renewal negotiations on clients’ behalf.Oversee and monitor creation and maintenance of marketing binder as per Department guidelines.Oversee and monitor follow up with carriers to ensure they have everything needed to quote clients Insurance program.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.Assist bSwift team with completion of the bSwift requirements document for any assigned clients.Assist bSwift team with set-up of client web site as directed by Benefits Operations Manager.Primary Contact With The Client
Responsible for adherence to MMA Benefit Timeline Checklist to ensure appropriate level of service to client.Oversee development and preparation of communication booklets as per Department Guidelines.Ability to service clients effectively through problem solving, confidentiality, diplomacy, sensitivity, and tactfulness.Coordinate, present, and attend client meetings.Responsible for visibility with client through occasional lunches and on-site visits.Schedule Mid-year and Renewal Meetings – Prepare materials used in these meetings.Enrollment Meetings – Coordinate meeting agenda and times with Client and Carriers.Develop stewardship report based on workflows in Benefit Point.Capable of gathering and analyzing ICAF, Milliman, Aggregate and DMW reports.Initiate correspondence with clients and ensure timely delivery.Visit clients with or without Producer as necessary throughout the year.Delegate to the Account Manager
Document compliance with Renewal Timeline and task completion by appropriate team member.Ensure that the Account Manager performs all tasks identified in their job description as well as the renewal timeline.Manage development and preparation of communication booklets as per Department Guidelines.Manage development and preparation of Request for Proposal.Manage development and preparation of client presentation materials.Enrollment Meetings – Coordinate meeting agenda and times with Client and Carriers.Actively demonstrate ability to delegate to Account Manager.Ensure documentation to support actions and services are properly documented and filed.Check the Insurance Contract & Compliance
Review Summary Plan Descriptions and communicate corrections directly to vendors.Responsible for checking all client policies.Oversee Compliance functions including Benefit Timeline Checklist and Healthcare Reform Checklist.Compliance oversight for “Schedule A” requests from carriers, Form 5500, and HIPAA/ERISA/COBRA compliance.Review first bill following renewal for accuracy.Teamwork
Function as a team member of the Client Services Team to ensure superior service to all clients.Demonstrate appropriate judgment regarding task management and delegation.Maintain and exhibit a positive, professional attitude.Perform other duties as assigned by the Director of Client Services.Work from Home is a privilege, not an entitlement.Seen as a role model and mentor for Account Executives and Managers.Negotiate with carriers on cost and program design.Assist in plan recommendations for the client.Become a subject matter expert in areas of interest or technical capability.Requirements
Education: Bachelor’s Degree Preferred.Maintain Group 1 License.5-7 years of Account Executive experience preferred.7-10 years of midmarket Account Executive experience preferred.Demonstrated participation in RHU, GBA or CEBS CE path.1-15 years of experience as an Account Executive if no designation.Demonstrated ability to meet and exceed objectives through effective delegation.Operational knowledge of Word, Excel, PowerPoint, 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 and prioritize work.Willingness to work beyond scheduled hours when necessary.Bilingual Spanish a major plus.Ability to service clients, vendors, and co-workers effectively.Ability to be proactive and demonstrate leadership in client program administration.Mastery level knowledge of fully-insured benefits products and market dynamics.Functional knowledge of wellness programs and client advocacy concepts.We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs. For more information about our company, please visit us at:
http://marshmma.com/careers .#MMASW
#J-18808-Ljbffr