The Senior Account Analyst understands the fundamentals of employee benefits coverage and client service.  The Sr AA provides support to the Account Manager and Account Executive for the client's benefits strategy while learning to lead client services including client marketing.   The Sr AA progressively takes on more account responsibilities under the direction of an AE and AM and, if career pathed for the AM role, until the skillset allows them to manage account client service and basic marketing.  
•    Assists AE/AM with issues regarding carrier billing, eligibility, claim processing while building basic client service skillset.  Supports a limited set of accounts as the primary contact for client service items including matters related to plan design, escalated account issues and areas of financial significance. For limited accounts manages client open items list and manages to resolution or escalates as necessary.   
•    Documents strategic plan and is engaged with the Account Manager to provide insight based on level and skillset. Builds skillset to prepare and gathers information on specific accounts to support the client strategic plan including GPS, Infolock, and carrier data.
•    Administrative lead of tactical execution of communication activities including communication edits, preparation of presentations materials and enrollment materials, ongoing communications and final preparation and delivery to client. Engages directly with client to execute communications plan and timeline to ensure accurate delivery.  Will project manage  communications strategy of certain accounts, including the accuracy of communication materials and assuring client regulatory compliance and direct activities of AA or SR AA 
•    Coordinates client invoicing including monitoring errors or "suspense" items and processes producer allocations as needed. Audit renewal invoices and confirm accuracy.  Also will conduct commission reconciliation on key accounts as part of career pathing. 
•    Proactively supports client marketing including preparation of benefit comparison and cost spreadsheets, benchmarking, client-census information, coordinating vendor responses and follow-up, and updating client ready materials. On specific accounts will take the lead on marketing in close concert with the AE and AM to build skillset marketing skillset and understanding of the local markets 
•    Assists with preparation of OE materials.  Records or delivers Open Enrollment presentations when needed. Conduct OE Meetings if necessary. Gathers updated plan documents and enrollment materials from carriers at direction of AM/AE.  Project manages renewal implementation of certain clients including communication and educations, and ensuring all aspects have been considered to start the plan year. 
•    Onboard client by setting up client administrative functions such as file structures, account documentation, client profile, systems' set up (benefit point, ThinkHR, Zywave), client and carrier contacts information, draft BORs, Client Information Sheet for internal commission tracking, proactively sets up new client information sheet & corresponding internal systems.
•    Ensuring timely preparation of the annual 5500, including gathering appropriate information, client signature and confirming DOL confirmation. Generates other reports and spreadsheets as necessary. Prepares monthly claims reporting, and coordinates and produces benchmarking reports for prospects and clients while building the financial skillsets to understand and interpret the report.
•    Quality Orientation: Accomplishing tasks by considering all areas involved, no matter how detailed; showing concern for all aspects of the job; accurately checking processes. 
•    Managing Work: Effectively managing one's time and resources to ensure that work is completed efficiently.
•    Work Standards: Setting high standards of performance for self and others; assuming responsibility and accountability for successfully completing assignments or tasks; self-imposing standards of excellence rather than having standards imposed.
•    Collaborating: Working cooperatively with others to help a team or work group achieve its goals.
•    Earning Trust: Gaining others confidence by acting with integrity and following through on commitments while disclosing own positions; treating others and their ideas with respect and supporting them in the face of challenge.
•    Leveraging Feedback: Taking full advantage of opportunities to receive and explore feedback about own performance (from assessments, managers, co-workers, internal/external partners, or customers); responding favorably to feedback and using it constructively to take action to improve knowledge, skills, behavior, and impact on others.
•    Continuous Learning: Actively identifying new areas for learning; regularly creating and taking advantage of learning opportunities; using newly-gained knowledge and skill on the job and learning through their application.
•    Building Customer Loyalty:  Meeting and exceeding (internal or external) customer expectations while cultivating relationships that secure commitment and trust.

Knowledge and Experience
•    1+ years experience in client services in employee benefits consulting
•    Bachelor's degree in a business-related program or equivalent education and/or experience in the insurance industry
•    Basic knowledge of group benefits in multiple product lines (e.g., medical, dental, life, AD&D, disability) with strong knowledge in 2 or more product lines
•    basic knowledge of different financial arrangements and products available to clients (e.g., fully insured, minimum premium, ASO) with strong knowledge in the fully insured market
•    Ability to develop relationships with insurance/carrier markets
•    Working knowledge of the vendor landscape
•    Knowledge of federal and state legislation and legal issues related to the insurance industry
•    Ability to compile, analyze and interpret financial information to facilitate decision making
•    Full proficiency in the use of Microsoft Word, Excel, and PowerPoint.
•    Basic presentations skills