Commercial Sr. Account Executive

JOB TITLE: Senior Benefits Account Executive

JOB TYPE: FLSA Exempt

• 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 leadership in all aspects of job performance with clients and within the office
• Manage upcoming deadlines and events (perhaps under direction of Executive Team Lead or Producer), informing and updating the Producer, as needed.
• In absence of more senior team members, provide direction and guidance to other team members when appropriate.

• 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 and Benefit Timeline.
• Oversee and monitor follow up with carriers to insure 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.

• 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 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-sight 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 w/o Producer as necessary throughout the year with demonstrated meeting purpose (i.e., pre renewal meeting, post renewal meeting, safety/loss control meeting, and gathering information, delivering policies, collecting payments, etc.).

• Review 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 Checklist
• Healthcare Reform Checklist
• Self-Funded…