WIKA Group

Account Executive

• Participate in and create materials for client strategy sessions, planning meetings and client issue meetings with account team
• Evaluate RFP responses and create qualitative and quantitative assessments of each
• Communicate and assist in implementing compliance and/or regulatory changes with clients (including COBRA, ERISA, HSA, HRA, Flex, HIPAA, etc.)
• Work with client on SPDs, Wrap documents, and Certifications from carriers
• Present renewal and renewal options with client
• Manage and respond to claims issues, benefit and coverage questions, open enrollments, compliance questions, and other benefit related questions

Employee Benefits Account Executive

Account Manager

• Assist in development of open enrollment kits and materials
• Participate in and create materials for client strategy sessions, planning meetings and client issue meetings with account team
• Compile data and assemble Requests for Proposal (RFP) for various lines of coverage.
• Evaluate RFP responses and create qualitative and quantitative assessments of each
• Implement new cases by following a case checklist which may involve familiarizing clients with their current benefit plans
• Communicate and assist in implementing compliance and/or regulatory changes with clients (including COBRA, ERISA, HSA, HRA, Flex, HIPAA, etc.)
• Review and correct SPDs, Wrap documents, and Certifications from carriers
• Have a full understanding of group medical and ancillary programs
• Prepare renewal and provided options after receiving work direction from Risk Advisor or Account Executive
• Work on claims issues, benefit and coverage questions, open enrollments, compliance questions, and other benefit related questions
• Work with colleagues to manage workloads, build and maintain good vendor and client relationships
• Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions

Employee Benefits Account Manager

• Oversee and manage assigned book of business for middle to large market employee benefit clients
• Support clients as the primary contact and provider of day-to-day employee benefits administration needs
• Respond to client questions and needs, as well as problem solve within the Account Management team
• Prepare for and facilitate weekly High-Performance Team (HPT) meetings with Account Executives and Senior Account Executives
• Assist Employee Benefits Department Manager with identifying workflows and workloads for the team as well as ResourcePro (offshore support)
• Understand best practices and proficiencies with workplace technology
• Capable of meeting with client(s) independently to discuss renewals, claims, utilization, compliance, or other employee benefit administration needs
• Goes beyond client and team expectations to achieve excellent customer experience
• Assist Employee Benefits Department Manager with the development of consistent, efficient, and effective workflows, procedures, and policies and ensure utilization within the department
• Conduct team and project meetings, as needed, to inform, and obtain input
• Train and mentor new hires and colleagues

Employee Benefits Account Executive

Employee Benefits Account Manager

Senior Employee Benefits Account Manager