Jobs via eFinancialCareers
Benefits Sr. Account Executive
Jobs via eFinancialCareers, Dallas, Texas, United States, 75215
Company:Marsh McLennan Agency
Description:JOB TITLE:
Senior Benefits Account Executive
JOB TYPE:
FLSA Exempt
REPORTS TO:
Director of Client Services - Employee Health & Benefits
ESSENTIAL DUTIES & RESPONSIBILITIES:Primary Contact With The ProducerManage the Client Insurance Program, utilizing agency management system.Generally manages larger and more complex accounts than the Account Executive II position.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 relationship and have the ability to analyze situations, make proactive decisions and manage the 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 and any team member not specifically identified, as per Benefits Timeline.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 PlaceBuild 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 and Benefit Timeline.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 that are engaging bSwift as their ben admin and online enrollment technology.Assist bSwift team with set-up of client web site as directed by Benefits Operations Manager.Primary Contact With The ClientResponsible 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 and Benefit Timeline.Ability to service our clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness.Coordinate, Present and Attend Client Meetings including though not limited to:Responsible for visibility with client through occasional lunches and on-site visits.Schedule Mid-year and Renewal Meetings - Prepare materials used in these meetings - DELIVER TO PRODUCER 7 DAYS PRIOR TO MTG.Enrollment Meetings - Coordinate meeting agenda and times with Client and Carriers and conduct meetings as necessary.Develop stewardship report based on workflows in Benefit Point.Capable of Gathering and Analyzing ICAF, Milliman, Aggregate and DMW reports.Initiate own correspondence with clients. Ensure that these items are delivered or mailed to clients on a timely basis.Visit clients with or without Producer as necessary throughout the year with demonstrated meeting purpose.Delegate to the Account ManagerDocument compliance with Renewal Timeline and task completion by appropriate team member.Ensure that at a minimum the Account Manager performs all tasks identified in the Account Manager Job description as well as the renewal timeline.Manage development and preparation of communication booklets as per Department Guidelines and Benefit Timeline.Manage development and preparation of Request for Proposal.Manage development and preparation of client presentation materials / all client deliverables.Enrollment Meetings - Coordinate meeting agenda and times with Client and Carriers and conduct meetings as necessary.Actively demonstrate ability to delegate to Account Manager.Ensure documentation to support actions and services necessary to meet client program needs are properly documented and filed.Check the Insurance Contract & ComplianceReview Summary Plan Descriptions. Communicate any corrections directly to vendors and ensure that SPD is updated and correct prior to sending final version to client.Responsible for personally checking all client policies.Oversee Compliance functions to include but not limited to:Benefit Timeline ChecklistHealthcare Reform ChecklistSelf-Funded SPD ChecklistStop Loss ChecklistAdmin Agreement ChecklistCompliance oversight for "Schedule A" request from carriers, Form 5500, Medicare Part D Disclosures and CMS Reporting, HIPAA and ERISA and COBRA.Review 1st bill following renewal for each line of coverage to ensure sold rates/enrollment counts are accurate.TeamworkFunction as team member of the Client Services team to ensure superior service to all MMA Clients.Demonstrate appropriate judgement regarding what tasks are managed at their level or those that need to be delegated.Delegate and manage tasks to Account Manager, as well as outsourcing teams, as appropriate.Provide direction and guidance to other members when appropriate.Ensure tasks from both Analyst and outsourcing team are completed as directed.Ensure Account Manager is performing all tasks as outlined in the MMA Assistant AM or AM Job Description.Maintain and exhibit a positive, professional attitude in the performance of your job.Represent the agency in a competent, professional manner, appropriate business attire for all client events or meetings.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 begins to mentor both Account Executives and Managers.Negotiate with carriers on cost and program design.Assist in plan recommendations for the client.Become subject matter expert and resource in area of interest or technical capability.REQUIREMENTS:Education: Bachelor's Degree Preferred.Maintain Group 1 License.(Internal) 5-7 years of Account Executive experience preferred.(External) Minimum of 7-10 years of midmarket Account Executive experience preferred.Demonstrated participation in RHU, GBA or CEBS CE path.If no designation, then 1-15 years of experience as an Account Executive preferred.Demonstrated ability to meet and exceed objectives through effective delegation and account management.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.Bilingual Spanish a major plus.Ability to service our clients, vendors and co-workers effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness.Ability to be pro-active.Mastery level knowledge of fully-insured benefits products, services, market dynamics, carriers/vendors.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 including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers.
#MMASW
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Description:JOB TITLE:
Senior Benefits Account Executive
JOB TYPE:
FLSA Exempt
REPORTS TO:
Director of Client Services - Employee Health & Benefits
ESSENTIAL DUTIES & RESPONSIBILITIES:Primary Contact With The ProducerManage the Client Insurance Program, utilizing agency management system.Generally manages larger and more complex accounts than the Account Executive II position.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 relationship and have the ability to analyze situations, make proactive decisions and manage the 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 and any team member not specifically identified, as per Benefits Timeline.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 PlaceBuild 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 and Benefit Timeline.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 that are engaging bSwift as their ben admin and online enrollment technology.Assist bSwift team with set-up of client web site as directed by Benefits Operations Manager.Primary Contact With The ClientResponsible 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 and Benefit Timeline.Ability to service our clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness.Coordinate, Present and Attend Client Meetings including though not limited to:Responsible for visibility with client through occasional lunches and on-site visits.Schedule Mid-year and Renewal Meetings - Prepare materials used in these meetings - DELIVER TO PRODUCER 7 DAYS PRIOR TO MTG.Enrollment Meetings - Coordinate meeting agenda and times with Client and Carriers and conduct meetings as necessary.Develop stewardship report based on workflows in Benefit Point.Capable of Gathering and Analyzing ICAF, Milliman, Aggregate and DMW reports.Initiate own correspondence with clients. Ensure that these items are delivered or mailed to clients on a timely basis.Visit clients with or without Producer as necessary throughout the year with demonstrated meeting purpose.Delegate to the Account ManagerDocument compliance with Renewal Timeline and task completion by appropriate team member.Ensure that at a minimum the Account Manager performs all tasks identified in the Account Manager Job description as well as the renewal timeline.Manage development and preparation of communication booklets as per Department Guidelines and Benefit Timeline.Manage development and preparation of Request for Proposal.Manage development and preparation of client presentation materials / all client deliverables.Enrollment Meetings - Coordinate meeting agenda and times with Client and Carriers and conduct meetings as necessary.Actively demonstrate ability to delegate to Account Manager.Ensure documentation to support actions and services necessary to meet client program needs are properly documented and filed.Check the Insurance Contract & ComplianceReview Summary Plan Descriptions. Communicate any corrections directly to vendors and ensure that SPD is updated and correct prior to sending final version to client.Responsible for personally checking all client policies.Oversee Compliance functions to include but not limited to:Benefit Timeline ChecklistHealthcare Reform ChecklistSelf-Funded SPD ChecklistStop Loss ChecklistAdmin Agreement ChecklistCompliance oversight for "Schedule A" request from carriers, Form 5500, Medicare Part D Disclosures and CMS Reporting, HIPAA and ERISA and COBRA.Review 1st bill following renewal for each line of coverage to ensure sold rates/enrollment counts are accurate.TeamworkFunction as team member of the Client Services team to ensure superior service to all MMA Clients.Demonstrate appropriate judgement regarding what tasks are managed at their level or those that need to be delegated.Delegate and manage tasks to Account Manager, as well as outsourcing teams, as appropriate.Provide direction and guidance to other members when appropriate.Ensure tasks from both Analyst and outsourcing team are completed as directed.Ensure Account Manager is performing all tasks as outlined in the MMA Assistant AM or AM Job Description.Maintain and exhibit a positive, professional attitude in the performance of your job.Represent the agency in a competent, professional manner, appropriate business attire for all client events or meetings.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 begins to mentor both Account Executives and Managers.Negotiate with carriers on cost and program design.Assist in plan recommendations for the client.Become subject matter expert and resource in area of interest or technical capability.REQUIREMENTS:Education: Bachelor's Degree Preferred.Maintain Group 1 License.(Internal) 5-7 years of Account Executive experience preferred.(External) Minimum of 7-10 years of midmarket Account Executive experience preferred.Demonstrated participation in RHU, GBA or CEBS CE path.If no designation, then 1-15 years of experience as an Account Executive preferred.Demonstrated ability to meet and exceed objectives through effective delegation and account management.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.Bilingual Spanish a major plus.Ability to service our clients, vendors and co-workers effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness.Ability to be pro-active.Mastery level knowledge of fully-insured benefits products, services, market dynamics, carriers/vendors.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 including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers.
#MMASW
#J-18808-Ljbffr