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Lenox Advisors · 1 day ago

Account Executive- Voluntary Benefits

Albany, NY

Full-time

Onsite

Mid Level

$65K/yr - $110K/yr

Lenox Advisors is a wealth management and insurance services firm catering to high-net-worth individuals and families. The Account Executive is responsible for managing corporate client accounts, overseeing enrollment processes, and ensuring accurate data management and client service throughout the year.

BankingConsultingCrowdfundingFinancial ServicesInsurance

Culture & Values

Responsibilities

Acts as the main contact for corporate clients during and after the enrollment process

Works with corporate clients to secure the data and information necessary to prepare for enrollments

Oversees enrollment implementation activities to ensure all census work, uploads and enrollment communications are completed on a timely basis

Handles ongoing client service and case administration issues including new hires, terminations, list billing issues, responding to miscellaneous questions and inquiries, etc

Initiates the annual re-enrollment process, coordinating timing with the corporate client and the ML salesperson on the account

Builds client relationships throughout the year with follow up calls, meetings and lunches

Census work and uploads as needed

Can assist in analyzing and preparing census data for enrollments including eligibility analysis, benefit analysis, alerts, RM assignments, and licensing/splits analysis

Works with carriers on all phases of enrollment implementations: supplies carriers with required census data, confirms accuracy of eligible population and benefit calculations, and coordinates and QCs enrollment material deliverables from carrier (ie one pagers and apps)

Prepares census data for upload into MOSAIC

Creates point of sale materials for each enrollment (i.e. Szostak charts)

Provides support to RMs & assistants as needed via our weekly team meetings and on case-related issues throughout enrollments

Works on special tasks and/or projects as assigned and contributes ideas for improvements in departmental processes, procedures and workflow efficiency

Qualification

Microsoft ExcelDILTCGVUL knowledgeClient serviceMOSAICMulti-life implementationLifeHealth licenseAnalytical skillsEffective communicationTeam playerTime management