Account Executive managing employee benefits for small group clients while developing strategies and client relationships. Ensuring deliverables and compliance in benefit programs and managing account teams.
Responsibilities
Manages assigned book of business, develops client relationships and meets strategic objectives to grow and retain clients
Helps to develop and implement client’s benefits strategies
Prepares a plan for each account to identify what and how short and long term needs may be met
Interfaces with the client at both the HR Manager/Director as well as the C-Suite level to understand the customer's overall objectives and requirements
Maintains regular interactions with clients to develop client relationship as well as advise of new product and service offerings and obtain feedback on performance
Ensures all services are implemented according to established project plans and all client deliverables meet quality standards
Acts as the “quarterback” directing the account team, which may be comprised of an Account Representative(s) and Benefit Analyst(s) on all client work and deliverables
Ensures account team is executing deliverables according to standards and best practices
Coaches and mentors the account team and provides direction to the team on: RFP and marketing process, including which carriers to include in marketing and negotiating rates with carriers
Strategies for new and renewing plans
Pre-renewal and renewal timelines, project plans, meetings and presentations
Working with clients to identify the possibility of wellness initiatives; pulls in the Wellness Consultant/team to develop alternatives, determine specific plans and implement
Offering and implementing value-added services
Developing client’s 3-5 year strategic plan as well as the annual planning calendar and ensuring successful execution
SPD wrap documents and 5500 filings
Strategies and execution for ACA requirements, COVID and new administration legislation
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