Account Executive

This position offers the flexibility to work remotely. However, candidates located near our offices in Wall Street, Brooklyn or Tampa are preferred, as proximity to these locations may be beneficial for occasional in-person collaboration. Remote candidates must be able to travel to one of our offices once per quarter or to clients as needed.

Job Summary:

The Account Executive is a technical resource to clients and prospects who is responsible for the ongoing management of assigned clients. This position coordinates internally to facilitate the implementation of new or renewing accounts to ensure the highest level of service is met for the life of the plan. The Account Executive will identify marketplace opportunities, prospects and engage new clients, develop proposals for renewals, manage the renewal and contract process that leads to a successful implementation of client groups, work to retain an assigned book of business and look for opportunities for growth within assigned accounts.

Duties and Responsibilities:

• Oversee all policy activity aspects of assigned accounts including, but not limited to implementation, member issues, delinquencies, stop-loss policy coverage status, enrollment maintenance and others. Engage appropriate resources as needed for assistance.
• Manage self-funded employee benefits administration; assisting current and new clients with questions, claims and billing issues to a successful resolution.
• Understand products and determine the opportunity for new product integration.
• Execute the pre-renewal and renewal process. Assess and determine client needs to determine the best benefit options.
• Schedule and perform Quarterly in-person meetings with the Brokers and Clients throughout the year.
• Participate in and/or lead annual Enrollment/Benefits meetings for client employees.
• Lead the process for plan enrollment including employee communication, case submission, plan implementation and follow through on all processes.
• Serve as a resource to clients for current market condition and ongoing benefit regulation changes, industry information and underwriting.
• Learn and become an effective user of benefit administration technology to best assist clients, create and run reports, interact with operations, optimal record keeping and client management. Utilize all technology available to run reports for regular client presentations.
• Participate in industry events and other training to maintain knowledge and skill development.
• Actively seek referrals from the current client base for new business prospects.
• Develop strong working relationships with the broker and key contacts for assigned accounts.
• Interact with contacts at various vendors that support the accounts benefit administration.
• Approve client plan documents (SBC’s, SPD Summaries, etc.) and employee ID Cards prior to generation.
• Track and review employer claims for appropriateness and payment. Approve high dollar claims for payment.
• May lead and mentor other team members.
• Travel up to 30% in support of client engagement. Travel may be in or outside of the local area and can require overnight stays.