Account Executive, Employee Benefits

Aegis LLC, A Charles Taylor Company, is the Benefits and Marketing provider for the WCA Group Health Trust, which provides employee health benefits to local units of government and school districts in the State of Wisconsin.

We have an immediate opening for an Account Executive that supports the sales and service of those participating in the WCA GHT throughout the State of Wisconsin.

This position will service clients across the state of WI. When not servicing clients, this position will work remotely from a home office. Salary is negotiable based on experience and we provide competitive benefits, including medical, dental, vision, life, and disability insurance as well as a company 401(K).

Essential Functions:

*
· Proactively manages relationships with clients and agents/brokers in all aspects including:

o Manages the renewal process for assigned clients

o Proposes appropriate plan design for clients based on deductibles, copayments, drug tiers, and acceptable design features for the client

o Produces and reviews utilization reports with clients. Educates members on benefit’s claims, eligibility, interpretation, and other plan requirements unique to the GHT.

· Obtains plan documents and amendments as necessary for clients

· Responds to customer service requests from members including but not limited to enrollment questions, investigating claims issues, change requests, and ID cards

· Evaluates department processes and procedures for improved efficiencies. Makes appropriate recommendations

· Assists with initial client implementations, which includes preparing enrollment forms, attending employee information sessions, and answering questions

· Responds to formal RFPS for clients. Provide formal presentations to boards and/or committees if required

· Collects underwriting risk information and discuss with actuaries and corporate management to determine underwriting risk and to assist corporate management in determining appropriate pricing for client

· Represents the GHT at conferences and trade shows

· Attends GHT Board meetings as requested

· Participates in social events scheduled for the department, and as a representative of the GHT

· Maintains and grows relationships with vendors who have programs that add value to the GHT

· Other duties as assigned

Knowledge, Skills and Abilities Required:

· Proficiency in entire Microsoft Office suite, including Teams as well as intermediate knowledge of Excel

· Proven retention levels

· Understanding of general insurance benefits principles, insurance terminology, eligibility, coordination of benefits, plan documents, health insurance renewal processes and concepts of pooling

· Ability to establish and maintain effective working relationships with others

· Ability to adapt to changing technologies and learn functionality of new equipment and systems

· Willing to provide a high level of customer service

· Excellent oral and written communication abilities, including the ability to present complex insurance information to a large audience

· Confidentiality and discretion

· Problem solving

· High degree of accuracy

· Ability to multi-task and manage deadlines[PN1]

· Organization skills

· Listening skills

Required Education and Experience:

· Bachelor’s Degree in Insurance or Finance or equivalent work experience

· Minimum 5 years’ experience in the commercial health insurance industry, specific to employee benefits

Preferred Education and Experience:

· Professional certifications such as:

o HCSA (Healthcare Customer Service Associate)

o RHU (Registered Health Underwriter)

o HIA (Health Insurance Associate)

Additional Eligibility Qualifications:

· State of WI Insurance License-Life and Health designation

Position Type/Expected Hours of Work:

This is a full time salaried position, generally working Monday-Friday from 8:00 to 4:30. Occasional additional hours are required from time to time. Because of the travel involved, this may require earlier or later hours to accommodate travel time.

Travel:

Frequent. Approx. 25-40% of the time is spent traveling. Travel is intrastate. Overnight stays are usually required for conventions and Board meetings

About Charles Taylor: Charles Taylor is a leading international provider of professional services to clients in the global insurance market. We have been providing services to our insurance clients since 1884 and today have over 3,000 staff in 120 locations, spread across 30 countries in the UK, Americas, Asia Pacific, Europe, the Middle East and Africa. Our values are designed to ensure first class-service to clients by creating a diverse and inclusive environment within which our people can thrive.

Job Type: Full-time

Pay: From $1.00 per year

Benefits:

• 401(k)
• Dental insurance
• Disability insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance

Schedule:

• Monday to Friday

Work Location: Multiple Locations