Account Executive

Primary Role:

The Account Executive owns and drives the client experience for a designated block of accounts. This position organizes, leads, and participates in strategic collaboration that is key to the proactive execution and delivery of results positively impacting the client experience. This role is responsible, accountable, inclusive, and understands individual daily actions make an impact on overall success.

Key Accountabilities:

• Oversee day-to-day account management while ensuring support items are managed appropriately and proactively to meet client needs

• Collaborate with internal team members to deliver an exceptional client experience

• Facilitate service level requests to the Solutions Team clearly and effectively
• Communicate challenges to Benefit Consultant as needed
• Schedule and lead strategic collaboration meetings with key team members for each client relationship; delegating actionable items when appropriate
• Ensure Account Managers are working in an effective and timely manner as it relates to:
  • Policy renewal timelines
  • Creation of clear and accurate financial analysis spreadsheets
  • Quoting benefit options with carriers

• Track and effectively document workflow via CRM activities and case management

• Stay current on industry standards, trends, and products
• Build and maintain carrier relationships with a high understanding of current product portfolios
• Act as a liaison for the client/carrier relationship
• Assist with monitoring plans to ensure compliance with federal and state laws including but not limited to HIPAA, ERISA, COBRA, FMLA and the Affordable Care Act
• Ability to travel in and out of state – expected to be less than 15 overnights per year

Qualifications:

• Bachelor’s degree in business-related field
• At least 8 years of proven work experience in employer group benefit consulting or account management responsibilities in the insurance industry which includes specific experience with self-insured group health plans and compliance advising/consulting.
• A self-starter with initiative and strong customer/client orientation; ability to facilitate discussions to resolve issues, obtain consensus, and drive to conclusion
• Knowledge of and familiarity with current Health, Life, Dental, Vision, Long Term Disability (LTD), Short Term Disability (STD) and additional ancillary products
• Knowledge of and familiarity with federal and state benefit regulations
• Must have a high level of organization, emphasis on multi-tasking, and ability to manage multiple projects on a simultaneous basis
• Must have high degree of respect for confidentiality
• Ability to earn and maintain client trust along with excellent relationship management skills
• Ability to work collaboratively and effectively as part of a team
• Ability to run and/or participate in an effective meeting, using listening, reasoning and articulate communication skills
• Must hold (or is actively pursuing) professional designation and must hold State insurance license

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, mobile devices – phones/tablets, photocopier, scanners, etc.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms.

Position Type/Expected Hours of Work

Some flexibility in hours is allowed, but the employee must be available during the “core” work hours of 8:30 a.m. to 5:00 p.m.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

JA Benefits is a client focused benefit consulting firm providing clear, simplified solutions to complex business issues. Our clients come first, and we strive to exceed their expectations on a daily basis. Employee Benefits Advisors take pride in their work, each other, and our clients. They understand we own and drive the client experience; each employee does whatever it takes to build and strengthen our relationships by providing exceptional level service and support to colleagues, our clients, and their employees.

JA Benefits, LLC is an equal opportunity employer. As a privately held company, we offer a competitive compensation and benefits package reflecting our commitment to attracting and retaining great individuals. The benefit package includes health, dental and vision coverage, employer-paid short-term and long-term disability, and basic life insurance as well as 401(k) with match.