Sr. Benefits Account Executive
On-siteHouston, Texas, United States
Job Summary
Manage the client insurance program as the primary contact with the Producer and vendors, ensuring proper processing of requests and maintaining positive relationships. Direct Account Managers, Call Center, and Benefits Admin staff while sharing knowledge and delegating tasks per the Benefits Timeline. Oversee renewal bid/RFP strategies, negotiate with carriers on cost and program design, and monitor vendor performance and marketing binders. Coordinate client meetings, deliver wellness presentations, and prepare communication booklets and stewardship reports. Ensure compliance with healthcare reform, ERISA, and CMS reporting, while gathering and analyzing ICAF, Milliman, and aggregate reports. Mentor Account Executives and Managers, providing direction and guidance on technical capabilities and plan recommendations.
Required Qualifications
- Bachelor's Degree
- Maintain Group 1 License (Internal)
- Minimum of 5-7 years of midmarket Account Executive experience
- Demonstrated ability to meet and exceed objectives through effective delegation and account management
- Possess operational knowledge of Word, Excel, Power Point Publisher and current internet technologies
- Ability to travel to meet client service needs
- Ability to speak professionally and comfortably in front of others
- Demonstrate ability to multi-task, prioritize work
- Willingness to work to meet client needs beyond scheduled hours by watching e-mail activity and answering important e-mails and calls after hours and on weekend, if necessary
- Mastery level knowledge of fully-insured benefits products, services, market dynamics, carriers/vendors
- Functional knowledge of wellness programs (both carrier-based as well as proprietary/client specific strategies), and client advocacy concepts
Desired Qualifications
- 2-3 years of Account Executive experience
- Demonstrated participation in (i.e. completed segments) in RHU, GBA or CEBS CE path
- If no designation, then 7+ years of experience as an Account Executive preferred
- Bilingual Spanish
- Ability to be pro-active (Does not have to be asked or reminded of tasks. Demonstrates a leadership role with the client in the overall administration of the Benefits Program)
- Become subject matter expert and resource in area of interest or technical capability
- Assist in plan recommendations for the client
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.