Job Details

Job Summary:

Lockton Dunning Benefits is currently seeking an Account Executive to proactively drive discussions around plan performance; monitor trends and make recommendations to improve effectiveness of employee programs/designs under the guidance of the Team Lead. This position will develop and maintain favorable internal and external relationships, with the end goal of providing the highest level of support by meeting or exceeding industry standards.

• Primary contact for clients, vendors and insurance carrier

• Advise clients around service issues; develop and implement processes and policies to improve overall client service

• Play key roll in growing relationship with clients by recommending enhancements to benefit plan or broader program design

• Develop and lead communications strategy, collateral development, vendor, implementation and open enrollment meeting

• Draft and deliver client presentations and communications specific to each client's benefit plan

• Develop employee communications for client to communicate the following; annual renewal changes, enrollment procedures, miscellaneous benefit changes and/or classification

• Work with team lead to develop project plans, assemble teams for delivery on client projects, and ensure delivery against project goal

• Manage and report monthly claim tracking results and observation

• Work with team in ensuring completion of reports and administrative actions for clients such as Form 5500 filings, policy checking and delivery, SPDs, etc.

• Ability to lead client meetings and provide “on the spot” strategic guidance and financial performance information either in conjunction with, or independently from the team lead

• Manage and organize client tasks and open items relating to strategy and plan design

• Develop and produce request for proposal (RFP) by coordinating vendor responses, analysis and comparison of RFP responses and preparing client report with recommendation

• Assist in review the accuracy of all vendor agreements and/or plan/policy document

• Meet with team lead to review action items and communicate problems and/or vendor issue

• Work with internal legal counsel and educates and advises clients on all compliance topics including butnot limited to, ERISA, COBRA, FMLA, 5500s and Health Care Reform

Requirements:

• Bachelor's Degree in Business related field and/ or equivalent years of experience

• Minimum 4 years of experience in the insurance industry, specifically in employee welfare benefit

• Has required insurance licenses or able to become licensed

• Strong customer service skills with the ability to develop strong client relationship

• A firm working knowledge of welfare benefits in multiple product lines (i.e. medical, dental, life, AD&D, disability) and a basic understanding of risk and insurance

• Strong knowledge of differing financial arrangements and products available to clients (i.e. fully-insured, self-insured, minimum premium, ASO)

• Account management experience with medium to large, complex, multi-state clients and ability to lead client meeting

• Ability to manage/maintain large spreadsheets, census data distribution, geo-access benchmarking data, etc.

• Expert in Microsoft office Suite (Word, Outlook, Excel, PowerPoint)

• Ability to work in a fast-paced environment and multi-task effectively

• Excellent organizational and communication skill

• Proven critical thinking and problem-solving skill

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