Job Title

Employee Benefits Account Executive

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Job Description

Provide full service account management to clients in the Employee Benefit Department. Manages accounts for all health and welfare plans including medical, dental, short and long term disability, vision, life/AD&D, travel accident, voluntary benefits and long term care. They can be groups of 2 or more Core Responsibilities Day to day contact for client Develop strong relationships Resolve claims and administrative issues Act as liaison with insurance carriers and as an advocate for clients Design benefit plan in conjunction with client needs and financial resources Process renewals, including competitive bidding, providing cost effective plan design alternatives and employee contribution scenarios Prepare spreadsheets and renewal presentations as appropriate Prepare summary plan descriptions and other employee communication materials Provide client with periodic financial reports (monthly, quarterly, or annually, as provided by insurer) to assess plan’s performance and as a tool for renewal planning Coordinate timely delivery of Schedule A information for 5500 preparation, as appropriate Maintain & manage client information through Agency Management System & data standards Typical Additional Responsibilities Coordinate health fairs and wellness initiatives when requested by client Prepare claim utilization analysis on self funded and large fully insured clients, as appropriate Secure stop-loss coverage for self insured clients, as appropriate College degree or equivalent work experience Minimum of 5 years experience in brokerage, consulting, insurance company, or corporate benefits environment Excellent analytical & problem-solving skills Excellent verbal and written communications skills Excellent interpersonal skills Computer literate in Word, Excel and PowerPoint Highly detail-oriented Ability to multi-task

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Smithtown, NY
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