Overview

Amalgamated Employee Benefits Administrators (AEBA) provides third party benefit administration (including pension, medical and collections and billing) to self-insured clients. As an Account Executive at AEBA, you will play a pivotal role in our continued success. This position will partner closely with Brokers, Consultants, Fund Trustees and Administrators to manage and grow an assigned book of business both in and outside of the Taft-Hartley segment. The Account Executive will support the Sales Executive with new sales, implementation of new accounts and overall client satisfaction post sale. In addition, the Account Executive will collaborate with the Vice President of Client Services to recommend both short- and long-term account management strategies and potential enhancements to our robust portfolio of TPA services.

Responsibilities

• Managing business relationships with clients, brokers, consultants, Fund Trustees and Administrators and Trustees in overall account management and persistency
• Ensuring high client satisfaction acting as a trusted resource for timely and accurate issue resolution, quarterly status meetings, attendance and participation at Trustee meetings
• Relationship expansion to achieve stated revenue targets by developing and implementing sales strategies to sell additional Amalgamated Life affiliate products and services
• Establishing and maintaining strong internal matrix relationships with Sales, Sales Executives, Implementation, Eligibility, Premium Billing, Customer Service, Claim Services and other areas
• Coordinate the activities of the implementation manager and sales executive in the installation of new cases
• Use customer and prospect contact activities tools and systems (SalesForce.com) to update relevant information held in this system
• Serve as a mentor and provide support to Service Representatives
• Organize and attend all Trustees’ Meetings
• Review all meeting material (AEBA’s exhibits) for accuracy
• Review all Qualified Domestic Relations Orders for pension awards for accuracy and forwarding to Attorney for final approval
• Coordinating monthly funding for all benefits and administrative payments
• Coordinate and complete all member’s mailings for any benefit changes and/or updates Day to day communication with all other Fund’s professionals (consultants, attorneys, auditors, etc), for problem resolution
• Field members’ calls and follow up on all their requests
• Review of eligibility reports on a quarterly basis
• COBRA administration: Produce offers and maintain excel database with status
• Manual enrollment, deletions, updates on members’ health coverage
• Process all check requisitions for all Fund’s administrative expenses
• Complete all fiduciary liability insurance and fidelity bond insurance forms for all Funds at the time of renewal
• Follow up with Trustees’ and professionals on Board decisions for fiduciary and bond policies
• Draft invoices for recourse premium for all Trustees, which is not covered by Fund’s assets

Qualifications

• 4-year college degree
• 5 years experience or more in Third Party Health and Pension Administration
• 5 years experience or more in premium billing, claims eligibility and processing and electronic data transfers
• Ability to build long term relationships with brokers, consultants, Fund Trustees and Administrators
• Strong presentation skills
• Knowledge of SalesForce.com
• Strong negotiation skills
• Excellent communication skills (written and verbal)
• Proven sales performance
• Ability to work independently
• Excellent Organizational skills

Salary: 100-110K