Delta Dallas ยท 3 days ago
Account Executive - Employee Benefits
Delta Dallas is partnered with a successful, mid-sized L&H broker in Frisco who has a full-time opportunity for an Account Executive. The role involves leading client implementations, renewals, and open enrollment processes while ensuring compliance with various benefits regulations.
Responsibilities
Overall client lead for implementation, renewal, open enrollment, and ongoing service
Onboard new clients by working with incumbent carriers for takeover information
Prepare internal new business documentation, ensure carrier appointment/licensing paperwork is in place
Lead renewal process with carriers, negotiations, and plan alternatives, with or without VP of Operations
Lead the RFP process; spreadsheet and compare carrier proposals, ensure accuracy and alignment with client objectives; ability to make recommendations to VP of Operations and/or Producer
Prepare and present proposals with recommendations to client; include contribution modeling and plan modeling such as HRA impact, with team assistance as needed
Proactively assist with compliance and/or ACA requirements such as determining affordability rate, PCORI fee responsibility, and understanding/modeling A and B potential penalties
Lead open enrollment process, conduct open enrollment meetings virtually or in-person Understand, implement, and manage eligibility process and support clients utilizing internal resources, carrier portals and/or enrollment platforms
Remain current on vendor/carrier plan
Qualification
Required
Prior broker experience
5-8 years in a similar role or Human Resources benefits role
Advanced knowledge of medical, dental, vision and ancillary benefits
Proficient understanding of ALE rules and regulations, such as ACA, COBRA, HIPAA, Section 125, Wrap Documents, 5500 requirements
Microsoft Office suite experience required (Excel, Word, PowerPoint)
Detail oriented and well organized with a sense of urgency, be a problem solver, servant leader and a strong communicator
Team player with the ability to build rapport, confidence, and trust externally and internally
Preferred
Familiar with Employee Navigator, HRIS systems, EDI process with carriers is a plus