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Sr. Account Executive (Fund Manager)

HS&BA
Dublin, CA Full Time
POSTED ON 12/27/2024
AVAILABLE BEFORE 1/25/2025

Company Description

Health Services & Benefit Administrators, Inc. (HS&BA) is a Plan Administrator for Taft-Hartley Trust Funds, offering administration services for various funds including Health and Welfare, Defined Benefit, and Vacation Funds. Founded in 1989, HS&BA has experienced significant growth in the past year, with a focus on providing high-quality service to Board members, Plan Professionals, and Plan Participants. The company is based in Dublin, CA, with flexibility for some remote work.


Role Description

This is a full-time hybrid role for a Sr. Account Executive (Fund Manager) at HS&BA. The Sr. Account Executive will be responsible for managing and administering Taft-Hartley Trust Funds, working closely with Trustees to ensure the effective administration of various funds. This role involves overseeing contribution and eligibility processes, claims administration, and managing relationships with clients and industry professionals. Some remote work is acceptable for this position.


Qualifications

  • Account Management, Fund Management, and Trust Fund Administration skills
  • Experience in Health and Welfare Funds, Defined Benefit Funds, and similar benefit plans
  • Knowledge of Contribution and Eligibility processes
  • Strong communication and relationship management skills
  • Ability to work independently and in a team
  • Experience with COBRA Administration and Managed Care is a plus
  • Bachelor's degree in Business Administration, Finance, or related field

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