Account Executive; Puerto Rico

Overview

Account Executive (Puerto Rico) at NFP, an Aon company

NFP is a multi-year Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals address their most significant risk, workforce, wealth management and retirement challenges through a people-first approach.

The Account Executive is responsible for responding to requests and cases pertaining to benefit management for assigned accounts and others as needed. The service entails ensuring immediate resolution or follow-ups on a need basis until closure of inquiry. Accountability resides primarily on all benefits administration services processed by our Ikon Benefits Service Unit.

• Process changes to demographic data in IBS database, Carrier and Client
• Process changes to benefits applications in IBS database, Carrier, and Client
• Process Employee terminations in IBS database and transfer to COBRA Unit
• Process reimbursement claims with Carriers and follow-up with Carrier
• Revise initial COBRA notifications and send via certified mail to all required participants
• Assemble and send New Employee packets if applicable
• Perform monthly eligibility procedure for those over the age of 65 – Medicare
• Billing reconciliation (Monthly)
• Perform change reports (Benefits and demographic) and send to clients
• Perform retirement estimates (Petition the plan administrator, send to participants, and return to the administrator) if applicable
• Monitor Disability cases with Vendor
• Process Life Insurance claims
• Compose and send benefits inscription follow-up letters/emails according to eligibility dates
• Compose notice emails to HR concerning those cases which did not meet eligibility requirement for Benefits Inscription
• Send benefits inscription/beneficiary designation applications via mail/email
• Update client procedure Flowcharts by account
• Update IBS Administrative Manual by account
• Close open calls on system and maintain pending cases Log with medical carrier
• Quarterly audit of IBS benefits vs. Carrier
• Send benefits inscription/beneficiary designation applications via email
• Perform Savings Plan transactions if applicable
• Monitor account emails and manage applications
• Generate statements for retired individuals and mail if applicable
• Scan and file in EE any and all EE processes
• Perform end-of-month reports
• Compose termination reports for Carriers
• Document, scan, and file returned mail
• Maintain effective communication with BSC Supervisor/Manager/Principal
• Meet all established deadlines in regard to ongoing daily, weekly, monthly tasks and assigned special projects
• Ensure that all out of work scope/additional buy ups services as stated in Client’s contracts are tracked and reported to BSC Supervisor/Manager for proper billing
• Assist BSC Supervisor/Manager as needed in the accomplishment of BSC objectives and goals
• Ensure all verbal and written communication is courteous and professional
• Build strong customer relationships and explain complex procedures and concepts in a simple, concise manner
• Maintain confidentiality standards and HIPAA compliance
• Complete additional duties as assigned by supervisor

• Strong computer skills including proficiency with Microsoft Office applications
• Customer service oriented; ability to build strong customer relationships
• Analytical, planning and organizational skills
• Excellent communication (verbal and writing); bilingual English/Spanish
• Confidentiality sensitivity
• Ability to manage multiple tasks and follow through with independent projects
• Detail oriented and able to meet deadlines
• Teamwork and problem-solving skills
• Ability to explain complex procedures simply

• BBA in Human Resources or related field
• 2-3 years of experience in benefits preferred
• Knowledge of insurance terminology
• Knowledge of general HRIS

HIPAA seminars preferred

Team-based, climate-controlled office environment

NFP offers a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first culture focuses on lifelong relationships with employees.

NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.

Seniority level:
Not Applicable

Employment type:

Full-time

Job function:
General Business, Other, and Business Development

Industries:
Insurance