8 дней назад
Employee Benefits Account Executive
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Employee Benefits Account Executive (Employee Benefits/Fintech): Managing client benefit strategies, renewals, enrollment, carrier communications, and cost-containment initiatives with an accent on employee benefits compliance, financial analysis, and client relationship management. Focus on coordinating self-funded plan discussions, presenting renewal details, and executing benefit communication and open enrollment timelines.
Location: On-site in New Berlin, Wisconsin, United States
Company
is a global fintech company providing insurance, reinsurance, cyber services, mortgage origination, and other financial products to businesses and individuals.
What you will do
- Manage the employee benefits experience for assigned clients and execute benefit strategies while meeting service standards.
- Develop client renewal strategies, coordinate renewal presentations, and drive cost-containment initiatives.
- Coordinate carrier, vendor, and internal team communications, including fee administration and service needs.
- Direct benefit communications, wellness programs, benefit enrollment, and open enrollment timelines.
- Participate in self-funded and alternative funding discussions with the data analytics team.
- Identify opportunities for additional services and collaborate with Client Advisors, Account Managers, and other team members.
Requirements
- 2–4+ years of account management experience with mid-to-large, complex employee benefits clients, including organizations with 100 or more employees.
- Proven success managing client relationships and communicating effectively with all organizational levels.
- Working knowledge of employee benefits regulations and compliance requirements.
- Experience with self-funded benefits is required.
- State Life and Health Producers license is required.
- Proficiency in Microsoft Office, especially Excel and PowerPoint, with the ability to perform customized financial analysis and interpret results.
Nice to have
- Industry professional designation.
- Experience with Epic, Employee Navigator, or other agency management systems.
Culture & Benefits
- On-site collaboration with team leadership and cross-functional partners.
- Medical, dental, vision, life, and disability insurance, plus fertility and wellness resources.
- Paid time off, holidays, sick time, parental leave, and an Employee Assistance Program.
- 401(k) with immediate vesting, HSA and FSA options, commuter benefits, and employee discounts.
- Calm app subscription, legal plan options, and pet insurance.
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