What are the responsibilities and job description for the Account Executive - AEBA position at Amalgamated Life?
Overview
Amalgamated Employee Benefits Administrators (Amalgamated) provides third party benefit administration (including pension, medical and collections and billing) to self-insured clients. As an Account Executive at Amalgamated, you will play a pivotal role in our continued success.
This position will partner closely with Brokers, Consultants, Administrators, Fund Trustees and Plan Professionals 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 support and 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.
Elevate your career and become part of our mission to exceed our clients’ expectations with the highest level of efficiency, flexibility, expertise and employee benefit compliance.
Responsibilities
- Managing business relationships with clients, Brokers, Consultants, Fund Trustees, Administrators and Plan Professionals and overall account management of pension and health plan administration
- Ensuring high client satisfaction while acting as a trusted resource for timely and accurate issue resolution
- Organize and review all Amalgamated meeting materials for accuracy, participate, and attend quarterly status and Trustee meetings
- Relationship expansion to achieve defined revenue targets by developing and implementing sales strategies to leverage financial security products and services provided by Amalgamated Life
- 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 tools and systems (SalesForce.com) to update relevant information
- Serve as a mentor and provide support to Service Representatives
- Coordination of monthly funding for all benefits and administrative payments
- Coordinate and complete all member mailings for any benefit changes and/or updates
- Review of eligibility reports on a quarterly basis
- COBRA administration: Produce offers and maintain excel database with status
- 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
Qualifications
- Our ideal candidate will possess a proven track record in account management, exceptional critical thinking skills, and a deep understanding of third-party administrative services. If you are driven, results-oriented, and ready to make a lasting impact, we invite you to apply.
- 4-year college degree or equivalent work experience
- 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, Plan Professionals and Administrators
- Strong negotiation skills
- Excellent communication skills (written and verbal), including interpersonal and presentation skills
- Ability to communicate effectively with all levels of an organization
- Highly developed sense of professionalism, integrity and commitment to client and member satisfaction
- Proven sales performance
- Ability to manage multiple priorities, through independent evaluation, and consistently deliver noteworthy results
- Excellent organizational and decision making skills with the willingness to use available resources to deliver on multiple priorities.
