Benefits Account Executive

Benefits Account Executive

The James Allen Companies Inc
July 11, 2019
Queens, NY
Job Type


Benefits Account Executives

  • Manage the Renewal/Marketing Process including but not limited to:
    • Gather vendor information and/or information from clients for marketing purpose
    • Prepare RFP and send to carriers
    • Prepare proposal data
  • Prepares client meeting presentations and client executive summaries, reviews for accuracy.
  • Help coordinate the implementation of new plans and/or the continuation of current plans and contract changes.
  • Preparation and yearly maintenance of client communications such as Open Enrollment materials and Employee Benefits Guides; Attend Open Enrollment meetings.
  • Review benefit plan SBC documents for accuracy.
  • Assist Account Teams in day-to-day client servicing by fielding specific client questions and needs.
  • Understand, interpret and articulate carrier and vendor responses to clients.
  • Develop effective relationships with client and carrier contacts.
  • Prepare and analyze client benchmarking reports.
  • Research compliance issues and questions.
  • Perform follow up with clients and team members on action plans to ensure decisions are implemented, contracts prepared, and appropriate parties notified.
  • Assist in coordination of client wellness deliverables, including fairs and flu shot clinics.
  • Special projects including coordination of 5500 filings and wrap documents and assistance with client compliance audits.
  • Ensure all client data is entered into EPIC in a timely manner.

Additional duties as assigned.

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