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Account Executive Employee Benefits Specialist

2 months ago

Saugus, Massachusetts, United States Alera Group Full time
About the Role

Alera Group is seeking an experienced Account Executive to join our Employee Benefits team. As a key member of our team, you will be responsible for leading employee benefits accounts and providing exceptional service to our clients.

Key Responsibilities
  • Take the lead on employee benefits accounts and provide multiple layers of support in maintaining, expanding, and servicing the unique needs of each client.
  • Strengthen new and existing relationships by actively investigating clients' needs through effective questioning and listening.
  • Prioritize objectives in an ever-changing and fast-paced environment and demonstrate advanced knowledge of current healthcare industry and trends.
  • Develop a deep understanding of the clients' goals and objectives and develop plans to achieve measurable positive outcomes.
  • Manage daily communications, deliver clear and concise presentations, and hold regular face-to-face meetings.
  • Work closely with producers to build and implement plan designs and strategies that meet client's long-term goals.
  • Implement new plan designs and help clients maximize utilization of their current plans.
  • Assist in the new business sales process, including the preparation of RFPs, proposals, and presentations.
  • Coordinate review of SPDs, contracts, and legal documents to ensure compliance.
  • Work with account managers to resolve day-to-day service issues, including eligibility, billing, and claims issues.
Requirements
  • Bachelor's Degree
  • Life and Health Insurance State License (Required)
  • Professional Certification (GBA, PHR, CLU, CEBS, CBP) (Preferred)
  • Minimum 7 years of employee benefits experience (insurance carrier and/or insurance brokerage experience)
  • Advanced knowledge of Health and Welfare plans - HMO, PPO, CDHP
  • Ancillary Coverage including Life, Short and Long Term Disability, Dental, Vision, etc.
  • Broad understanding of the various regulations surrounding health and welfare plans
  • Excellent communication skills – written and verbal
  • Ability to establish priorities, work independently and proceed with objectives with little or no supervision
  • Sound judgment and willingness to take on responsibility for results
  • Computer skills with proficiency in Word, Excel (creating and verifying financial spreadsheets) and PowerPoint
  • Exemplary relationship management and customer services skills
About Alera Group

Alera Group is an independent, national insurance and financial services firm created in 2016 through a merger of 24 like-minded, high-performing, entrepreneurial firms. We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.