Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Responsible for employee benefits account management responsibilities.  This includes day to day client contact.  Utilizes technical expertise to retain present clients.   Administers marketing and renewal functions. Assist clients with daily service functions.  Assists Team Lead in servicing the financial consulting needs of the employee benefit clients.  Independently evaluates financial and utilization metrics for clients including but not limited to monthly financial reports, utilization metrics and benchmarks as well as assist with other adhoc reports and analysis.

Essential Duties and Functions:  

• All responsibilities that fall within the Senior Account Executive and Senior Financial Executive career tracks. 
• Fully manage book of business, retention and growth.
• Development and execution of client benefit strategy.
• Independently advises clients on all areas of compliance.
• Proficient level of compliance, benchmarking, renewal & marketing, reporting & analytics, and able to perform these functions with little guidance.
• Strategic resource, financial strategy lead and client escalations.
• Monitor/prepare and review monthly financial reports, send to clients with analysis of activity and large claim detail.
• Prepare proficient level financial/underwriting exhibits as requested including but not limited to financial projections, large claim analysis, specific stop loss analysis, demographics analysis, IBNR, etc.
• Develop proficient level reporting requirements and any deviations or customizations in those reports. 
• Leads client meetings, presentations and onboarding new clients. 
• Participate in market meetings, seminars and training programs.
• Provide guidance/training to Consultants/Account Managers and Analysts.
• May become a Team Leader, managing other Consultants/Account Managers/Analysts, etc.

Required:

·       Minimum of 4 year degree or equivalent work experience required.

·       9+ years employee benefits experience with a thorough understanding and knowledge of employee benefits

·       4+ years financial experience.

·       Proficient with MS Office Suite

·       Microsoft Excel – Strong to expert level skills required

·       Ability to maintain a high level of confidentiality

·       Excellent verbal and written communication skills

·       Strong analytical and critical thinking ability

·       Ability to work independently.

·       Detail oriented with excellent organizational skills.

·       Must obtain and maintain active Life/Accident and Health Insurance Agent License

·       This position may require routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle.  If required, acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of this position.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance  
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement 
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. 

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself  

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.