Senior Account Executive, Benefits Administration (Wallingford, CT Hybrid or Remote)

NFP•Wallingford, CT

9d•Hybrid

About The Position

Provide the best possible benefits administration experience for clients and brokers, ensuring high satisfaction and business retention. In coordination with sales executives, ensure a satisfactory onboarding experience for new clients. Manage and ensure appropriate delivery, documentation, and resolution of all renewals and plan changes. Identify opportunities and sell add-issue. Provide prompt response and resolution to issues, coordinating resources internally and at carriers when required. This is a full-time opportunity with the flexibility of a hybrid schedule from Wallingford, CT with openness to fully remote candidates.

Requirements

5+ years of account management or client service experience in group insurance or employee benefits
Strong organizational skills with the ability to manage priorities and follow through effectively
Clear written and verbal communication skills, including client presentations (virtual and in person)
Proficient in Microsoft Office
Life and Health license required or ability to obtain within 3 months
Periodic travel both in and out of state for meetings, conferences, and client needs (approximately 10-15%)

Nice To Haves

Bachelor’s degree preferred

Responsibilities

Ensure a satisfactory onboarding experience for new clients, collaborating with PPI sales executive and assigned internal implementation resources and carrier representative.
Perform platform demonstrations and training on PPI’s eligibility and billing applications to client.
Perform system review to QC client set-up, bills and rates.
Monitor first 2-3 months of billing and payment to proactively address potential issues
Evaluate, present and negotiate benefit plan renewals and marketing proposals for assigned accounts.
May supplement sales coordinators’ marketing activities to obtain product options, including QC
Identify opportunities to offer additional or alternative products and services, sell add-issue to broker and client, and perform activities required to initiate implementation
Using business and PPI-specific knowledge, anticipate client needs and identify and implement strategies to address them including, but not limited to, products, benefits administration, COBRA and other PPI services
Conduct client and broker meetings as well as occasional employee meetings. Meetings will typically be conducted remotely but occasionally will be in-person
Ensure all paperwork and internal documentation is complete, timely, and submitted to appropriate area or carrier for renewals, plan changes, and PPI service offerings
With regular and appropriate communication, resolve or direct the resolution of escalated client service issues including, but not limited to, system usage, enrollment and eligibility, rates/billing, payment/lapse, claims, and benefit questions
Oversee open enrollment and ongoing enrollment process, incoming data files, EDI, employee self-service etc. and intervene as liaison to assigned client when problem resolution is required
Provide support and backup when needed to other members of the account management team and leadership.
Share best-practices, conduct internal education sessions, and collaborate to impart expertise to account management and other departments
Coordinate effectively across all departments within PPI and our carriers/vendors to anticipate, respond to, and resolve client and broker needs or issues