GoodRx
Senior Account Executive
GoodRx, San Francisco, California, United States, 94199
Minimum Requirements
Ongoing and adequate knowledge of employee benefits regulatory and compliance environment Proficient in Microsoft Office applications (Word, Excel, PowerPoint, Outlook) Ability to handle multiple tasks and projects concurrently with little supervision Minimum of two years' work experience in a customer service setting Minimum of one to two years' work experience in the employee benefits, insurance, or human resources industry Responsibilities
Manages and partners on overall service and benefit administration of established client accounts in a proactive and positive manner Responsible for onboarding oversight of new client(s) in coordination with Client Manager Coordinator, including but not limited to creating CRM Account and Policy Profile, obtaining current policy, contract and rate information from carriers and vendors Accountable to completion of new client checklist and notification to other Practice Areas in the event the scope of client work is impacted immediately by the Practice Area(s) Responds to requests for information for client and carrier issues, such as billing, claims submission, claim processing, interpretation of contracts, etc. Makes carrier request and client delivery of claim and premium experience data on a frequency as so denoted by client or proactively provides the client with such information Coordinates and manages communications between clients, carriers, vendors and HBHRIQ team members regarding established accounts Achieve sales objectives as identified in annual sales plan Initiates, coordinates, and assists with requested analysis to the Senior HR and Benefits Consultant or HR and Benefits Consultant with Requests for Proposals (RFPs) for carriers and vendors in conjunction with the client, to obtain and summarize sufficient information to meet client's needs and allow client to make an informed decision Assist with compiling data or other account information for review and presentation to client by Senior HR and Benefits Consultant or HR and Benefits Consultant on a regular basis, depending on the specific client need and size of account Coordinates and manages plan renewal, plan or carrier changes and leads new carrier implementation in conjunction with other HBHRIQ team members as is necessary Responsible for maintaining account/client/renewal/plan and policy information within the Agency Management System, included but not limited to Client Profile, Plan Information, Service Projects, Key Account Contacts, Rate Information, Commission Details, Customized Fields, etc. Aids with data gathering, coordination, and management of the annual Form 5500 Filing Process in partnership with 5500 Tax Group for those clients with this valued-added service provided by HBHRIQ Maintains current and relevant knowledge of HBHRIQ benefit services and solutions offered through the HBHRIQ Practice Area(s) Develops baseline financial knowledge in underwriting, analysis, projections, etc. Maintains comprehensive benefit related compliance and regulatory knowledge to assist and advise clients Prepares and delivers employee group presentations, including but not limited to benefit descriptions, covered healthcare services, carrier product provisions, industry tools, financial modeling, personal savings account mechanics, web tools, benefit administration systems, etc. Contributor to content for Compliance Newsletter Keep informed regarding industry information and marketplace changes to continuously improve knowledge and performance Performs special projects on behalf of the firm or clients to meet HBHRIQ's business or organizational needs Attends or participates as a committee member on internal practice area projects as assigned Supports the coordination of Agency or client activities as necessary to accomplish organizational goals and objectives Responsible for compiling client Stewardship Report and Executive Summary Maintains strict confidentiality of all client and corporate data at all times
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Ongoing and adequate knowledge of employee benefits regulatory and compliance environment Proficient in Microsoft Office applications (Word, Excel, PowerPoint, Outlook) Ability to handle multiple tasks and projects concurrently with little supervision Minimum of two years' work experience in a customer service setting Minimum of one to two years' work experience in the employee benefits, insurance, or human resources industry Responsibilities
Manages and partners on overall service and benefit administration of established client accounts in a proactive and positive manner Responsible for onboarding oversight of new client(s) in coordination with Client Manager Coordinator, including but not limited to creating CRM Account and Policy Profile, obtaining current policy, contract and rate information from carriers and vendors Accountable to completion of new client checklist and notification to other Practice Areas in the event the scope of client work is impacted immediately by the Practice Area(s) Responds to requests for information for client and carrier issues, such as billing, claims submission, claim processing, interpretation of contracts, etc. Makes carrier request and client delivery of claim and premium experience data on a frequency as so denoted by client or proactively provides the client with such information Coordinates and manages communications between clients, carriers, vendors and HBHRIQ team members regarding established accounts Achieve sales objectives as identified in annual sales plan Initiates, coordinates, and assists with requested analysis to the Senior HR and Benefits Consultant or HR and Benefits Consultant with Requests for Proposals (RFPs) for carriers and vendors in conjunction with the client, to obtain and summarize sufficient information to meet client's needs and allow client to make an informed decision Assist with compiling data or other account information for review and presentation to client by Senior HR and Benefits Consultant or HR and Benefits Consultant on a regular basis, depending on the specific client need and size of account Coordinates and manages plan renewal, plan or carrier changes and leads new carrier implementation in conjunction with other HBHRIQ team members as is necessary Responsible for maintaining account/client/renewal/plan and policy information within the Agency Management System, included but not limited to Client Profile, Plan Information, Service Projects, Key Account Contacts, Rate Information, Commission Details, Customized Fields, etc. Aids with data gathering, coordination, and management of the annual Form 5500 Filing Process in partnership with 5500 Tax Group for those clients with this valued-added service provided by HBHRIQ Maintains current and relevant knowledge of HBHRIQ benefit services and solutions offered through the HBHRIQ Practice Area(s) Develops baseline financial knowledge in underwriting, analysis, projections, etc. Maintains comprehensive benefit related compliance and regulatory knowledge to assist and advise clients Prepares and delivers employee group presentations, including but not limited to benefit descriptions, covered healthcare services, carrier product provisions, industry tools, financial modeling, personal savings account mechanics, web tools, benefit administration systems, etc. Contributor to content for Compliance Newsletter Keep informed regarding industry information and marketplace changes to continuously improve knowledge and performance Performs special projects on behalf of the firm or clients to meet HBHRIQ's business or organizational needs Attends or participates as a committee member on internal practice area projects as assigned Supports the coordination of Agency or client activities as necessary to accomplish organizational goals and objectives Responsible for compiling client Stewardship Report and Executive Summary Maintains strict confidentiality of all client and corporate data at all times
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