Sr. Account Executive - Boston
Summary:This is a full-time position based in our Boston, MA office (ZIP 02061), requiring the Account Executive to interact with clients and develop relationships in order to meet clients’ needs. The Account Executive will research, analyze, and evaluate medical, dental, life, disability and other benefit plans and act as a benefit advisor to clients.    This role requires the employee to provide strong support to the Director to whom they report. Essential Duties and Responsibilities: Day-to-day client servicing including eligibility issues and specific client questions and needs.Develop and maintain ongoing relationships with clients and carrier representatives and the Account Management team.Act as the subject matter expert in terms of Health &amp; Benefits and vendor/carrier products and services with clients and with internal staff.Anticipate client needs and identify the strategies to solve them.Prepare annual client renewals, plan marketing and renewal meeting presentations.Market and analyze insurance plans, negotiate with carriers and recommend renewal actions. Oversee implementations of new business.Prepare employee presentations and open enrollment meetings.Prepare and present Client Benefits Review, Claim Report Analysis and Pre-Renewal Estimates, if appropriate.Review Benefit Plan Summaries and carrier source documents for accuracy.Annual projects for clients including FSA Non-Discrimination Testing and Imputed Income Calculations, if appropriate.Keep clients aware of all industry trends and events, including all state and federal regulatory issues and updates.  Explain legislative guidelines including COBRA, HIPPA, ERISA, Section 125, ARRA and Health Care Reform to clients; Keep clients aware of updates on all guidelines.Build and maintain corporate wellness programs by using NFP resources,  healthcare carrier and third party vendors as resources.Oversee yearly Wellness Fairs and Flu Shot clinics, if appropriate.Provide guidance, support and review of Benefit Analysts’ and junior Account Executives’  work and provide mentorship to them.Support Directors, Sr. Directors and Managing Directors with account assignment and team management as appropriate.Act as a liaison  between a number of service  offices to assist with resource sharing and communication.Ensure all client data is entered into CRM System (SalesForce) in a timely and accurate manner.Additional duties as assigned.
Title: Sr. Account Executive - Boston
Salary: None
Description: Summary:This is a full-time position based in our Boston, MA office (ZIP 02061), requiring the Account Executive to interact with clients and develop relationships in order to meet clients’ needs. The Account Executive will research, analyze, and evaluate medical, dental, life, disability and other benefit plans and act as a benefit advisor to clients.    This role requires the employee to provide strong support to the Director to whom they report. Essential Duties and Responsibilities: Day-to-day client servicing including eligibility issues and specific client questions and needs.Develop and maintain ongoing relationships with clients and carrier representatives and the Account Management team.Act as the subject matter expert in terms of Health &amp; Benefits and vendor/carrier products and services with clients and with internal staff.Anticipate client needs and identify the strategies to solve them.Prepare annual client renewals, plan marketing and renewal meeting presentations.Market and analyze insurance plans, negotiate with carriers and recommend renewal actions. Oversee implementations of new business.Prepare employee presentations and open enrollment meetings.Prepare and present Client Benefits Review, Claim Report Analysis and Pre-Renewal Estimates, if appropriate.Review Benefit Plan Summaries and carrier source documents for accuracy.Annual projects for clients including FSA Non-Discrimination Testing and Imputed Income Calculations, if appropriate.Keep clients aware of all industry trends and events, including all state and federal regulatory issues and updates.  Explain legislative guidelines including COBRA, HIPPA, ERISA, Section 125, ARRA and Health Care Reform to clients; Keep clients aware of updates on all guidelines.Build and maintain corporate wellness programs by using NFP resources,  healthcare carrier and third party vendors as resources.Oversee yearly Wellness Fairs and Flu Shot clinics, if appropriate.Provide guidance, support and review of Benefit Analysts’ and junior Account Executives’  work and provide mentorship to them.Support Directors, Sr. Directors and Managing Directors with account assignment and team management as appropriate.Act as a liaison  between a number of service  offices to assist with resource sharing and communication.Ensure all client data is entered into CRM System (SalesForce) in a timely and accurate manner.Additional duties as assigned.
Requirements: Associate experience, Bachelor's Degree education
Fraudulent: No