Benefits Account Executive

Benefits Account Executive

The James Allen Companies Inc.

PRINCIPAL OBJECTIVES OF THE POSITION

The Benefits Account Executive is a trusted advisor who serves our clients by providing strategic product and service information.

POSITION QUALIFICATIONS AND REQUIREMENTS

  • Four-year college degree or equivalent combination of education and work experience.
  • Four years of benefit administration experience is required.
  • Excellent understanding of underwriting methodologies.
  • Experience with health reinsurance contract types.
  • Exceptional relationship building skills and the ability to work well with our client’s executives, including CFOs, CEOs, and HR Directors.
  • Life and Health license or the ability to obtain within 90 days is required.
  • CEBS designation and/or work towards the designation preferred.
  • Strong analytical and problem-solving skills.
  • Ability to successfully implement project management strategy.
  • Extraordinary written and verbal communication skills.
  • Outstanding presentation skills.
  • Superior organizational skills, ability to handle multiple tasks and effectively prioritize.
  • Advanced Excel skills.

PRINCIPAL DUTIES AND RESPONSIBILITIES

  • Assist Producer in all aspects of servicing existing clients and maintaining relationships with key decision makers.
  • Develop and maintain excellent relationships with insurance company underwriters and representatives to effectively oversee and negotiate the new and renewal marketing process.
  • Develop and manage strategic project plans for each client’s renewals. Oversee entire process to ensure all facets of the project are completed in a timely manner.
  • Advise clients regarding healthcare reinsurance contract options.
  • Create and present complex custom client contribution models.
  • Analyze carrier underwriting methodologies, validate carrier recommendations, and advise client regarding carrier projections.
  • Resolve complex, escalated product or service issues quickly.
  • Effectively communicate all aspects of the Affordable Care Act and other compliance topics such as HIPPA and ERISA.
  • Manage the client dashboard process, digest the data, create strategy based on the data and present to clients highlighting key health utilization performance areas.
  • Negotiate program renewals on behalf of client to attain best outcomes.
  • Work with Analyst to develop strategy and timeline to ensure efficient and effective client outcomes.
  • Lead Open Enrollment presentations to educate client executive teams (CFO, CEO, and HR Director).
  • Present and effectively communicate information regarding programs to client populations during Open Enrollment meetings.
  • Stay apprised of carrier program changes and new programs being offered.
  • Set expectations with team and clients to ensure that process completion (renewals, issue negotiation, marketing process, etc.) is timely and effective
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