NFP
Overview
NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com
Summary The Account Executive is responsible for responding to all received requests, issues or cases pertaining to benefit management for assigned accounts and others as well. The service entails assuring immediate resolution or follow ups on a need basis until closure of inquiry. Accountability resides primarily on all benefits administration services processed on our Ikon Benefits Service Unit. Incumbent must thrive in attaining technical, client specific HR processes expertise to warrant world class servicing and professional development, and is responsible for the execution of assigned tasks within the BSC functional area.
Responsibilities
Process changes to demographic data in IBS database, Carrier and Client
Process changes to benefits applications in IBS database, Carrier, and Client
Process Employee terminations in IBS database and transfer to COBRA Unit
Process reimbursement claims with Carriers and follow-up the Carrier
Revise Initial COBRA notifications and send via certified mail to all required participants
Assemble and send New Employee packets if applicable
Perform monthly eligibility procedure for those over the age of 65 – Medicare
Billing reconciliation (Monthly)
Perform change reports (Benefits and demographic) and send to clients
Perform retirement estimates (Petition the plan administrator, send to participants, and return to the administrator) if applicable
Monitor Disability cases with Vendor
Process Life Insurance claims
Compose and send benefits inscription follow-up letters/emails according to eligibility dates
Compose notice emails to HR concerning those cases which did not meet eligibility requirement for Benefits Inscription
Send benefits inscription/beneficiary designation applications via mail/email
Update client procedure Flowcharts by account
Update IBS Administrative Manual by account
Close open calls on system
Maintain pending cases Log with medical carrier and follow-up
Quarterly audit of IBS benefits vs. Carrier
Send benefits inscription/beneficiary designation applications via email
Perform Savings Plan transactions if applicable
Monitor account emails and manage applications
Generate statements for retired individuals and send by mail if applicable
Scan and file in EE any and all EE processes
Perform end-of-month reports
Compose termination reports for Carriers
Document, scan, and file returned mail
Maintain an effective communication with BSC Supervisor/Manager/Principal
Meet all established deadlines in regard to ongoing daily, weekly, monthly tasks and assigned special projects
Ensure that all out of work scope/additional buy ups services as stated in Client’s specific contracts are properly tracked and reported to BSC Supervisor/Manager for proper billing
Assist BSC Supervisor/Manager as needed in the accomplishment of BSC objectives and goals
Ensure all verbal and written communication is courteous and professional at all times
Build a strong customer relationship and effectively interact with customers to explain complex procedures and concepts, benefits and services in a simple, concise manner
Maintain strong sensitivity and adherence to confidentiality standards. Follow HIPAA compliance
Complete additional duties as assigned by supervisor
Knowledge, Skills, and/or Ability
Strong computer skills including proficiency with Microsoft Office applications (Outlook, Word, Excel, Power Point, etc.)
Customer service oriented, ability to build strong customer relationships
Analytical, planning and organizational skills
Excellent communication (verbal and writing) and interpersonal skills, bilingual (English/Spanish)
Strong sensitivity to confidentiality standards
Be able to initiate and follow through with independent projects
Ability to manage multiple tasks in the same time frame
Must be detail oriented, extremely accurate, able to follow up on service inquiries until closure and engage in multiple projects and meet all deadlines
Strong inter-personal relationship skills and problem-solving skills are required
Ability to explain complex procedures and concepts in a simple, concise manner
Incumbents in this position must have teamwork and team building skills
Meet the requirements of the organization's corporate values (Integrity, Teamwork, Value for Customers and Performance Driven)
Education and/or Experience
BBA in Human Resources or related field
2-3 years of experience working in benefits is preferred
Knowledge of insurance terminology
Knowledge in general HRIS
Certificates, Licenses, Registration HIPAA Seminars preferred
Working Conditions We have a team-working environment. Climate controlled office environment
What We Offer NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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Summary The Account Executive is responsible for responding to all received requests, issues or cases pertaining to benefit management for assigned accounts and others as well. The service entails assuring immediate resolution or follow ups on a need basis until closure of inquiry. Accountability resides primarily on all benefits administration services processed on our Ikon Benefits Service Unit. Incumbent must thrive in attaining technical, client specific HR processes expertise to warrant world class servicing and professional development, and is responsible for the execution of assigned tasks within the BSC functional area.
Responsibilities
Process changes to demographic data in IBS database, Carrier and Client
Process changes to benefits applications in IBS database, Carrier, and Client
Process Employee terminations in IBS database and transfer to COBRA Unit
Process reimbursement claims with Carriers and follow-up the Carrier
Revise Initial COBRA notifications and send via certified mail to all required participants
Assemble and send New Employee packets if applicable
Perform monthly eligibility procedure for those over the age of 65 – Medicare
Billing reconciliation (Monthly)
Perform change reports (Benefits and demographic) and send to clients
Perform retirement estimates (Petition the plan administrator, send to participants, and return to the administrator) if applicable
Monitor Disability cases with Vendor
Process Life Insurance claims
Compose and send benefits inscription follow-up letters/emails according to eligibility dates
Compose notice emails to HR concerning those cases which did not meet eligibility requirement for Benefits Inscription
Send benefits inscription/beneficiary designation applications via mail/email
Update client procedure Flowcharts by account
Update IBS Administrative Manual by account
Close open calls on system
Maintain pending cases Log with medical carrier and follow-up
Quarterly audit of IBS benefits vs. Carrier
Send benefits inscription/beneficiary designation applications via email
Perform Savings Plan transactions if applicable
Monitor account emails and manage applications
Generate statements for retired individuals and send by mail if applicable
Scan and file in EE any and all EE processes
Perform end-of-month reports
Compose termination reports for Carriers
Document, scan, and file returned mail
Maintain an effective communication with BSC Supervisor/Manager/Principal
Meet all established deadlines in regard to ongoing daily, weekly, monthly tasks and assigned special projects
Ensure that all out of work scope/additional buy ups services as stated in Client’s specific contracts are properly tracked and reported to BSC Supervisor/Manager for proper billing
Assist BSC Supervisor/Manager as needed in the accomplishment of BSC objectives and goals
Ensure all verbal and written communication is courteous and professional at all times
Build a strong customer relationship and effectively interact with customers to explain complex procedures and concepts, benefits and services in a simple, concise manner
Maintain strong sensitivity and adherence to confidentiality standards. Follow HIPAA compliance
Complete additional duties as assigned by supervisor
Knowledge, Skills, and/or Ability
Strong computer skills including proficiency with Microsoft Office applications (Outlook, Word, Excel, Power Point, etc.)
Customer service oriented, ability to build strong customer relationships
Analytical, planning and organizational skills
Excellent communication (verbal and writing) and interpersonal skills, bilingual (English/Spanish)
Strong sensitivity to confidentiality standards
Be able to initiate and follow through with independent projects
Ability to manage multiple tasks in the same time frame
Must be detail oriented, extremely accurate, able to follow up on service inquiries until closure and engage in multiple projects and meet all deadlines
Strong inter-personal relationship skills and problem-solving skills are required
Ability to explain complex procedures and concepts in a simple, concise manner
Incumbents in this position must have teamwork and team building skills
Meet the requirements of the organization's corporate values (Integrity, Teamwork, Value for Customers and Performance Driven)
Education and/or Experience
BBA in Human Resources or related field
2-3 years of experience working in benefits is preferred
Knowledge of insurance terminology
Knowledge in general HRIS
Certificates, Licenses, Registration HIPAA Seminars preferred
Working Conditions We have a team-working environment. Climate controlled office environment
What We Offer NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr