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

Responsibilities will include:

• 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

Successful candidates will have the following experience:

• 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)
• Familiar with Employee Navigator, HRIS systems, EDI process with carriers is a plus
• 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