Benefits Account Managers needed for large agency in Dallas.  Will be responsible for the service and maintenance of mid to large size groups including self-funded, level funded, and fully insured.  Qualified candidates will have a minimum of 5 years of benefits experience preferably in an agency/broker setting.  Will be responsible for the daily service and maintenance of accounts to include: primary contact with the producer to provide support to clients, primary contact with the marketplace, primary contact with the client(s), delegation to Analysts, contract & compliance, among other duties.  

Job Responsibilities

PRIMARY CONTACT WITH THE PRODUCER

• Provide support to Producer through duties and responsibilities listed in this Job Description. 
• Responsible for sharing knowledge, providing instruction, and delegating tasks to the Benefits Analyst, Call Center, Benefits Admin, wellness and iCAF and any team member not specifically identified,  as per Benefits Timeline.
• Inform Producer of upcoming deadlines and events.
• Maintain R: Drive/client files as per Department Guidelines.
• Manage “workflows” and administration as per Benefits Timeline.
• Oversee and monitor administration of client benefit programs.
• Research and answer questions regarding client benefit plans, claims billings, etc.
• Coordinate and/or Deliver Wellness Presentations so that client understands full scope of Company vendor capabilities.
• Demonstrate proactive work style and does not have to be asked or reminded of tasks. Demonstrates a leadership role in all aspects of job performance both within the office as well as with clients
• In absence of more senior team members, provide direction and guidance to other team members when appropriate.

PRIMARY CONTACT WITH THE MARKET PLACE

• Build and maintain vendor relationships.
• Manage renewal bid/RFP strategy and process.
• Manage ongoing carrier/TPA/Vendor renewal negotiations on clients’ behalf.
• Oversee and monitor creation and maintenance of marketing binder as per Department guidelines and Benefit Timeline.
• Oversee and monitor follow up with carriers to insure they have everything needed to quote clients Insurance program. 
• Oversee and monitor preparation of market spreadsheets.
• Monitor and take appropriate action to ensure satisfactory vendor performance. 
• Stay up-to-date on carrier plans and websites.
• Negotiate with carriers on cost and program design
• Assist bSwift team with completion of the bSwift requirements document for any assigned clients that are engaging bSwift as their ben admin and online enrollment technology.
• Assist bSwift team with set-up of client web site as directed by Benefits Operations Manager.

PRIMARY CONTACT WITH THE CLIENT

• Responsible for adherence to Company Benefit Timeline Checklist to ensure appropriate level of service to client.
• Oversee Development and preparation of communication booklets as per Department Guidelines and Benefit Timeline.
• Ability to service our clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness
• Coordinate, Present and Attend Client Meetings including though not limited to:
• Responsible for visibility with client through occasional lunches and on-sight visits.
• Schedule Mid-year and Renewal Meetings –Prepare materials used in these meetings- DELIVER TO PRODUCER 7 DAYS PRIOR TO MTG.
• Enrollment Meetings – Coordinate meeting agenda and times with Client and Carriers and conduct meetings as necessary.
• Develop stewardship report based on workflows in Brokerage Builder.
• Capable of Gathering and Analyzing ICAF, Milliman, Aggregate and DMW reports.
  • Initiate own correspondence with clients.  Ensure that these items are delivered or mailed to clients on a timely basis.
  • Visit clients with or w/o Producer as necessary.  MINIMUM OF 6 visits per year with demonstrated meeting purpose (i.e., pre renewal meeting, post renewal meeting, safety/loss control meeting, and gathering information, delivering policies, collecting payments ….etc.).

DELEGATE TO THE ANALYST

• Document compliance with Renewal Timeline and task completion by appropriate team member
• Ensure that at a minimum the Analyst performs all tasks identified in the Analyst job description as well as the renewal timeline.
• Oversee Development and preparation of communication booklets as per Department Guidelines and Benefit Timeline.
• Oversee Development and preparation of Request for Proposal
• Oversee Development and preparation of client presentation materials / all client deliverables
• Enrollment Meetings – Coordinate meeting agenda and times with Client and Carriers and conduct meetings as necessary.
• Verify timely and accurate completion of sold case sheet.
• Actively demonstrated ability to delegate to analyst.
• Ensure documentation to support actions and services necessary to meet client program needs are properly documented and filed in ImageRight.

CHECK THE INSURANCE CONTRACT & COMPLIANCE

• Review Summary Plan Descriptions. Communicate any corrections directly to vendors and ensure that SPD is updated and correct prior to sending final version to client.
• Responsible for personally checking all client policies.
• Oversee Compliance functions to include but not limited to:
  • Benefit Timeline Checklist
  • Healthcare Reform Checklist
  • Self-Funded SPD Checklist
  • Stop Loss Checklist
  • Admin Agreement Checklist
• Compliance oversight for “Schedule A” request from carriers, Form 5500, Medicare Part D Disclosures and CMS Reporting, HIPAA and ERISA and COBRA
• Review 1st bill following renewal for each line of coverage to ensure sold rates/enrollment counts are accurate

GENERAL EXPECTATIONS

• Maintain and exhibit a positive, professional attitude in the performance of your job, treat clients, prospects, carriers/vendors, and agency employees with courtesy and respect, conform to the organizational chart on all personnel matters and contribute to a company team approach toward meeting agency goals and providing excellent client services.

• Represent the agency in a competent, professional manner, appropriate business attire for all client events or meetings unless otherwise advised by the client.
• Perform other duties as assigned by the Vice President of Client Services
• Work from Home is a privilege not an entitlement.  Availability for client meetings takes precedent over WFH.

Requirements

• Education:  Bachelor’s Degree Preferred
• Maintain Group 1 License
• Demonstrated participation  in (i.e. completed segments) in RHU, GBA or CEBS CE path
• 5-7 Years Account manager experience required, experience with a carrier, employer, or Broker may also be considered.
• 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.
• Bilingual Spanish a major plus
• Ability to service our clients, vendors and co-workers effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness
• 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).
• 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.