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Benefits Account Manager/Senior Account Manager - Dallas


Reports to Client Services Director – Benefits

FLSA Exempt

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 MMA 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.
  • Consultative ability to instruct and direct the client.
  • Make recommendations for additional products/services and for expanding broker/consultant services as appropriate to meet client service needs.

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.
  • Consultative ability to instruct and direct the client, vendors and market contacts.
  • Assist in plan recommendations for the client.
  • Ability to discuss and if necessary, challenge underwriters as an advocate to our clients.
  • Exhibit in-depth knowledge of contract/coverage variations between carriers in order to best serve/advise clients

PRIMARY CONTACT WITH THE CLIENT

  • Responsible for adherence to MMA 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.).
  • In a Producer’s/Account Executive’s absence, have the ability to analyze situations, make decisions, and follow through.
  • Assist in design of, or independently design, insurance plan for clients as assigned and directed by agency management.
  • Be proficient at presenting iCAF, Milliman, Aggregate and DMW reports.

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.
  • Demonstrate ability to actively mentor account managers or analyst into positions of more responsibility (ie., recommend and monitor training/development plan so as to achieve predesigned milestones of development.

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
  • Become Subject Matter Expert in area of interest or technical capability and become resource to department providing periodic updates of changes, enhancements, and issues in chosen area.
  • Demonstrate satisfactory progress/development in areas identified for attention by the Agency QC program.

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
  • Working toward achievement of CEBS is minimum CE expectation level for BSAM

Requirements

  • Education:Bachelor’s Degree Preferred
  • Maintain Group 1 License
  • Demonstrated participationin (i.e. completed segments) in RHU, GBA or CEBS CE path
  • 5-7 Years as an Account Manager
  • Working towards CEBS designation.If no designation, then 10-15 years as an Account Manager
  • 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.
  • Proven track record of success in client management, account management, executive level relationship building, negotiations, sales/marketing, renewals, financial reporting & analysis, client consultations, presentations, revenue management.
  • 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 Self-Funded and fully- insured benefits products, services, market dynamics, carriers/TPAs/vendors,
  • Demonstrated functional knowledge of actuarial concepts with ability to present reports and concepts to clients and/or support Producer in same.
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