Senior Account Executive & Team Lead

Senior Account Executive & Team Lead

Requirements

• College degree or equivalent work experience
• Minimum of 5 years’ experience in brokerage, consulting, insurance company, or corporate benefits environment
• Excellent analytical & problem-solving skills
• Ability to manage a team
• Excellent verbal and written communications skills
• Excellent interpersonal skills
• Computer literate in Microsoft Office
• Highly detail-oriented
• Ability to multi-task
• NYS LA&H License

Responsibilities

• Team Lead who has high level contact with clients
• Promote Teamwork
• Develop strong relationships
• Oversee claims and administrative issues and ensure resolution
• Act as liaison with insurance carriers and as an advocate for clients
• Design benefit plan in conjunction with client needs and financial resources
• Process renewals, including competitive bidding, providing cost effective plan design alternatives and employee contribution scenarios
• Prepare spreadsheets and renewal presentations as appropriate
• Prepare summary plan descriptions and other employee communication materials
• Provide client with periodic financial reports (monthly, quarterly, or annually, as provided by insurer) to assess plan’s performance and as a tool for renewal planning
• Coordinate timely delivery of Schedule A information for 5500 preparation, as appropriate
• Ensure the client information is maintained and managed through HUB’s Agency Management System & data standards
• Coordinate health fairs and wellness initiatives when requested by client
• Prepare claim utilization analysis on self-funded and large fully insured clients, as appropriate
• Secure stop-loss coverage for self-insured clients, as appropriate

Preferred Qualifications

No preferred qualifications provided.