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National African-American Insurance Association (NAAIA)

Sr. Benefits Account Executive

National African-American Insurance Association (NAAIA), Dallas, Texas, United States, 75215

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JOB TITLE Senior Benefits Account Executive

JOB TYPE FLSA Exempt

ESSENTIAL DUTIES & RESPONSIBILITIES Primary Contact with the Producer

Act as a main point of contact with the Producer

Function as a main contact with vendors to ensure proper processing of requests necessary to effectively maintain the client's insurance program

Maintain positive client relationship and have the ability to analyze situations, make proactive decisions and manage the follow-through.

Demonstrate a strong consultative ability to instruct and direct the client

Responsible for sharing knowledge, providing instruction, and delegating tasks to the Account Manager, Call Center, Benefits Admin, wellness and iCAF and any team member not specifically identified, as per Benefits Timeline.

Inform Producer of upcoming deadlines and events.

Maintain R: Drive/client files as per Department Guidelines.

Manage "workflows" and administration as per Benefits Timeline.

Manage and monitor administration of client benefit programs.

Research and answer questions regarding client benefit plans, claims billings, etc.

Manage and/or Deliver Wellness Presentationsեբ so that client understands full scope of MMA vendor capabilities.

Demonstrate proactive work style and does not have to be asked or reminded of tasks. Demonstrates a leadership role in all aspects of job performance both within the office as well as with clients

Manage upcoming deadlines and events (perhaps under direction of Executive Team Lead or Producer), informing and updating the Producer, as needed.

In absence of more senior team members, provide direction and guidance to other team members when appropriate.

Primary Contact with the Market Place

Build and maintain vendor relationships.

Manage renewal bid/RFP strategy and process.

Manage ongoing carrier/TPA/Vendor renewal negotiations on clients' behalf.

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