Services employer self-funded benefit plans including coordination of quoting, planning, implementing and evaluating multiple corporate benefit programs. Communicates and presents contractual renewal information to all parties. This position will manage a book of business, including processing renewal business.

Primary Responsibilities:

• Serves as the primary contact for plan administrators and brokers with responsibility for coordination and presentation of renewal business and client retention. This includes on-site client and broker visits, presentations of new products and service offerings, employee enrollment meetings, and providing technical support concerning contract provisions, regulatory requirements, and administrative procedures and operations.
• Manages all aspects of the client’s self-funded benefit plan, including determining the appropriate vendors, and implementation of various programs. Vendors include PPO networks, Prescription Benefit Manager (PBM), Precert/UR vendor, vision services, flexible spending accounts, and various cost containment programs.
• Prepares various reports for employer groups, brokers, agents, vendors and carriers. Reports include 6-month and year-end renewal report packages, special report requests, and data analytic report packages. Analyzes reports in order to present and explain data to brokers and clients.
• Analyzes group’s PBM data to determine the most effective PBM and programs for each employer group.
• Performs plan modeling scenarios for potential plan benefit alternatives and determines the impact each would have on the group’s claims experience.
• Prepares reports and analyzes group experience for mid-year client review meetings. Develops and presents options for consideration to control costs.
• Develops and maintains knowledge of all vendors utilized in the self-funded market and the programs they offer.
• Contributes to process and workflow development.
• Promptly and professionally responds to service requests from external customers via communication channels of all types.
• Responsible for on-boarding all newly acquired clients and for coordinating the transition from the Account Executive to Account Management.
• Develops and maintains a proactive service plan in preparation for renewals.
• Presents renewal proposals, presenting renewal terms to client and broker and explaining alternative plan options that will save money, including adoption of cost-saving programs and alternate vendors.
• Assures retention of existing business by developing and maintaining solid working relationships with appropriate individuals in each account, including decision-makers, plan administrators, and consultants or brokers.
• Maintains and stores appropriate competitive data in each account file.
• When requested, assists with open enrollment meetings, whether at renewal or for new sales. Educates employer groups and members on products, benefits, exclusions and procedures in general.
• Responsible for employer on-line training when requested.
• Independently works with brokers/groups to effectively manage an assigned book of business.
• Contributes to membership retention by giving clients a sense of importance and appreciation through timely resolution of complaints/problems/questions and ongoing servicing of accounts.
• Encourages strong working relationships with all departments within ProClaim and PHP’s family of companies, promoting multi-departmental communication and teamwork.
• Ensures that employer groups and agents have enrollment and contract materials, and that they understand how to use them.
• Manages benefit plan changes with internal staff including plan set-up, production of new ID cards and revisions to Plan Documents/SPDs.
• Maintains professional affiliations.
• Ensures continued professional growth and development by keeping abreast of current self-funded, managed care, insurance, and industry trends. This requires independent thinking and ongoing education and self-education from resources readily available to Account Managers.

An Associate's Degree in Business, Marketing or Communications (or a related field), or equivalent industry experience preferred. Two (2) years of experience in the insurance industry. Prior account management experience highly desired. Prior TPA experience preferred. Must maintain a current State of Indiana Life and Health Insurance License.

Critical Required Skills:

• Must be able to successfully communicate matters of significance with customers and brokers, utilizing independent judgment and exercising discretion in areas of complex matters/issues.
• The ability to be creative and find the angle in order to set the company apart from its competitors.
• Analytical abilities needed to evaluate client needs, to organize customized renewal presentations, and to record and track renewal activity, project renewal revenue, and set personal renewal/performance targets and goals.
• Strong background in all aspects of employee group benefit programs and specifically self-funded benefit arrangements.
• In-depth knowledge related to market place innovations and trends, industry standards, and regulatory environment including ERISA, the ACA and other federal regulations.
• The ability to manage multiple priorities within a stressful and demanding business environment.
• Highly developed communication skills necessary for public speaking and technical presentations.
• Detail orientation needed to compare figures, verify calculations, and incorporate statistical information accurately in reports.
• Effective problem-solving skills.
• Strong interpersonal and negotiation skills needed to develop client and broker rapport.
• Computer skills including Word, Excel and Outlook.
• Ability to use the copier, fax and scanner.
• A professional appearance, demeanor and poise necessary to convey the desired company image to external agencies and internal and external contacts.