• Provide strategic planning and consulting advice to clients as related to Stop Loss Coverage
a) Collect, review and prepare data to issue to market for quotes into the stop loss program(s)
b) Work with teams to educate and explain process and coverage options
c) Underwriting analysis of prospective entrants into program
• Assist with the implementation process with teams, TPA’s and stop loss carriers
• Assist in the review of all agreements and/or documents related to client’s stop loss coverage including policy and ASO agreement
• Manage ongoing case and experience data to help recommend implement appropriate case management and cost recovery programs.
• Review of Program(s) experience and provide executive summary of strength of program, loss ratios and recommendations to correct and/or work with carrier to resolve.
• Track program premium and commissions and work with Client Service Team or Broker to help resolve any client deficiencies.
• Meet with teams alone or in conjunction with Team or Company Leadership to review monthly a) large claims, b) abnormal utilization results, c) managed care and ongoing case management opportunities.
• Assist in working with carriers to deliver monthly reporting
• Assist with client/carrier issue resolution including but not limited to gray claims resolution.
• Review all agreements and/or documents for accuracy.
• Coordinate workflow with Associate Account Executives and/or Account Executive.
• Participate in monthly LDBC meeting.
• Participate in annual plan/business planning process.
• Ability to supervise and interview potential candidates for team employment.
• Ensure prompt payment of all commission and fee revenue for client work.
• Other responsibilities as required.

• Bachelor’s Degree in business or related field with heavy emphasis in marketing and finance, or equivalent education and experience.
• Six years insurance industry experience.
• Must have strong knowledge of all life, disability, health, and dental areas (both financial and benefits) for multiple insurance companies or TPA vendors.
• Must be knowledgeable on compliance requirements and be current with state and federal legislation in this area.
• Excellent computer skills required with strong knowledge of software packages.
• Must have strong knowledge of vendor and competitors strengths and weakness.
• Must have excellent claims resolution expertise.
• Current required licenses or ability to immediately obtain.
• Excellent organizational and communication skills.
• Must be available for travel and willing to accept responsibility for client/vendor entertainment.
• Legal right to work in the United States.

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