Account Executive (Puerto Rico)

Who We Are

NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

Summary:

The Account Executive is responsible for responding to all received requests, issues or cases pertaining benefit management for assigned accounts and others as well.
The service entails: assuring immediate resolution or follow ups on a need basis until closure of inquiry. Accountability resides primarily on all benefits administration services processed on our Ikon Benefits Service Unit.

Incumbent must thrive in attaining technical, client specific HR processes expertise to warrant world class servicing and professional development, also is responsible for the execution of assigned tasks within the BSC functional area.

RESPONSIBILITIES:
• Process changes to demographic data in IBS database, Carrier and Client
• Process changes to benefits applications in IBS database, Carrier, and Client
• Process Employee terminations in IBS database and transfer to COBRA Unit
• Process reimbursement claims with Carriers and follow-up the Carrier
• Revise Initial COBRA notifications and send via certified mail to all required participants
• Assemble and send New Employee packets if applicable
• Perform monthly eligibility procedure for those over the age of 65 – Medicare
• Billing reconciliation (Monthly)
• Perform change reports (Benefits and demographic) and send to clients
• Perform retirement estimates (Petition the plan administrator, send to participants, and return to the administrator) if applicable
• Monitor Disability cases with Vendor
• Process Life Insurance claims
• Compose and send benefits inscription follow-up letters/emails according to eligibility dates
• Compose notice emails to HR concerning those cases which did not meet eligibility requirement for Benefits Inscription
• Send benefits inscription/beneficiary designation applications via mail/email
• Update client procedure Flowcharts by account
• Update IBS Administrative Manual by account
• Procedure to close open calls on system
• Maintain pending cases Log with medical carrier and follow-up
• Quarterly audit of IBS benefits vs. Carrier
• Send benefits inscription/beneficiary designation applications via email
• Perform Savings Plan transactions if applicable
• Monitor account emails and manage applications
• Generate statements for retired individuals and send by mail if applicable
• Scan and file in EE any and all EE processes
• Perform end-of-month reports
• Compose termination reports for Carriers
• Document, scan, and file returned mail
• Maintains an effective communication with BSC Supervisor/Manager/Principal
• Meets all established deadlines in regard to ongoing daily, weekly, monthly tasks and assigned special projects
• Ensures that all out of work scope/additional buy ups services as stated in Client’s specific contracts are being properly tracked and reported to BSC Supervisor/Manager for proper billing
• Assists BSC Supervisor/Manager as needed in the accomplishment of BSC objectives and goals
• Ensures all verbal and written communication is courteous, professional at all times
• Builds a strong customer relationship and effectively interacts with customers in order to explain complex procedures and concepts, benefits and services, in a simple, concise manner
• Maintains strong sensitivity and adherence to confidentiality standards. Follows HIPPA compliance
• Completes additional duties as assigned by supervisor

KNOWLEDGE, SKILLS, AND/OR ABILITY: 
• Strong computer skills including proficiency with Microsoft Office applications (Outlook, Word, Excel, Power Point, etc.)
• Customer service oriented, Ability to build strong customer relationships
• Analytical, planning and organizational skills
• Excellent communication (verbal and writing) and interpersonal skills, Bilingual (English/Spanish)
• Strong sensitivity to confidentiality standards
• Be able to initiate and follow through with independent projects
• Ability to manage multiple tasks in same time frame
• Must be detail oriented, extremely accurate, able to follow up on service inquiries until closure and engage in multiple projects and meet all deadlines
• Strong inter-personal relationship skills and problem-solving skills are required
• Ability to explain complex procedures and concepts in a simple, concise manner
• Incumbents in this position must have teamwork and team building skills
• Meet the requirements of the organization’s corporate values (Integrity, Teamwork, Value for Customers and Performance Driven)

EDUCATION AND/OR EXPERIENCE:
• BBA in Human Resources or related field
• 2-3 years of experience working in benefits is preferred
• Knowledge of insurance terminology
• Knowledge in general HRIS

CERTIFICATES, LICENSES, REGISTRATION:
HIPAA Seminars preferred

WORKING CONDITIONS:
We have a team-working environment. Climate controlled office environment

What We Offer

NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

NFP and You… Better Together!

NFP is an inclusive Equal Employment Opportunity employer.