Account Executive

National Insurance Services • Eden Prairie, MN

12d • Hybrid

About The Position

Under the supervision of the Director of Health Plan Analytics, this position provides quality and timely service to assigned Full Benefits Consulting (FBC) clients. This position will require the attainment of Life & Health insurance license for each of the states in which they are assigned. Requires traveling up to 50% of the time, including overnight stays, and will, therefore, at times involve non-traditional hours.

Requirements

• Bachelor’s degree or equivalent experience in the group insurance industry
• Five years’ experience in a customer service, insurance, or HR environment, or any combination of education and/or experience, which would provide an equivalent background
• Three years of experience in servicing group medical insurance plans
• Ability to travel 50% of the time and accommodation of overnight stays, sometimes multiple times per month
• Must have a valid driver’s license and a clean driving record
• Excellent organizational skills
• Possess the ability to read and understand insurance contract language
• Analytical ability is required in order to identify problems, offer proposed solutions, and implement the agreed-upon solution
• Must have a high level of interpersonal skills and the ability to demonstrate poise, tact, and diplomacy
• Must have knowledge of a variety of software applications in word processing, spreadsheets, and database management
• Work requires continual attention to detail in composing, typing, and proofing materials
• Incumbent must be able to work in a fast-paced environment with demonstrated ability to juggle and prioritize multiple, competing tasks and demands, and to seek supervisory assistance as appropriate
• Ability to work independently and within a team environment
• Consistent daily attendance and the ability to work overtime occasionally at the last minute

Responsibilities

• Provide customer service to all lines of business for FBC groups
• Perform annual Best Practices calls for life and LTD
• Assist the Inside Service Rep (ISR) on escalated member claim issues
• Field policy-related questions from the group/employees. If needed, follow up with the carrier/Consultant/Zywave/AP compliance to answer
• Renewal Group Set-Up – Assist FBC ISR as needed to obtain plan documents, rate info, and other items needed to set up the group in the system
• Document Creation/Assistance – Assist FBC ISR to facilitate creation of Benefit Guides, Renewal Summaries, Open Enrollment presentations, and other items groups may request to administer plan and open enrollments
• Document material client/prospect interactions in CRM
• In coordination with the Benefits Consultant: Provide face-to-face and virtual customer service to our FBC clients
• Lead strategic planning, annual review, and renewal process
• Be in tune with the benefits marketplace and identify real solutions versus fly-by-night ideas and vendors
• Proactively present these ideas and solutions to the client, implement and track results/ROI on an ongoing basis
• Work with the data analytics team to provide data-driven analysis, Springbuk reporting, renewal, and self-funded modeling.
• Ad hoc projects as necessary at client request
• Monitor legislative and regulatory developments and inform or assist the client to keep them in compliance
• Attend/support employee meetings and open enrollment as outlined in the FBC Service Model or as needed
• Implement and maintain the FBC service model
• Attend (and at times, lead) insurance committee meetings, if applicable
• Assist in implementing Benefit Administration Systems or NIS Enroll if applicable

Benefits

• Medical
• Dental
• Vision
• ancillary benefits
• Company-paid Life and Disability insurance
• 401(k) with a Company Match
• Participation in a Wellness program
• Paid Time Off
• Generous holiday calendar with the option for floating holidays to promote work-life balance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree