Job Description

Job Description

ACCOUNT EXECUTIVE

ABOUT DELTA FUND ADMINISTRATORS

Delta Fund Administrators is a proven leader in employee benefit trust administration. We focus exclusively on Taft-Hartley & governmental plan administration. DFA delivers comprehensive self-funded health plan administration, eligibility services, contribution accounting and financial services to our clients. We also administer retiree health trusts and a legal service plan.

CORE PURPOSE OF ACCOUNT EXECUTIVE

The Account Executive is at the center of ensuring the successful delivery of exceptional service to our clients. Working with the client and other client advisors, the Account Executive plans, executes, and tracks a customized service plan for each client. The Account Executive builds effective, personalized working relationships and is responsible for the overall management of each assigned client. The Account Executive has an understanding of the marketplace and industry, and uses that expertise in negotiating terms and conditions on behalf of clients. This position is expected to consistently provide excellent customer service and is responsible for sound, proper and timely execution of all assigned work.

POSITION RESPONSIBILITIES

• Collaborates with client and other client advisors in the development and execution of account strategies.
• Directs daily activities to achieve account goals.
• Prepares for and conducts client meetings, takes minutes and manages action items.
• Attends participant enrollment meetings as needed.
• Implements client benefit plan decisions and effectively manages all aspects of the renewal process including administration functions.
• Obtains, utilizes and accurately summarizes key data for clients as relates to the management of their plans.
• Stays current on industry and competitor trends, and applies knowledge of marketplace to account planning processes.
• Identifies and coordinates technical resources necessary to achieve existing account service objectives.
• Maintains positive relationships with clients and client advisors.
• Establishes and maintains effective customer relationships with key decision makers and stakeholders.
• Ensures that account data is current, accurate and complete on internal systems.
• Consistently supports compliance by maintaining the privacy and confidentiality of information, protecting the assets of the organization, acting with ethics and integrity, reporting noncompliance, and adhering to applicable federal, state and local laws and regulations, accreditation and licenser requirements (if applicable), and DFA policies and procedures.
• Displays a positive attitude and image to fellow team members and clients.
• Keep abreast of health care industry trends and legislation
• Manage and prioritize work flow to meet critical deadlines with minimal supervision.
• Other duties as assigned

KNOWLEDGE, SKILLS AND ABILITIES

• 10 years’ experience in client management and benefit’s administration
• Knowledge of and experience with employee health benefits
• Proven track record of meeting individual business objectives
• Strong software and analytic skills, including experience with creating client deliverables utilizing
• Microsoft Office programs
• Excellent verbal and written communication skills
• Expertise in handling difficult client issues related to health plan services, policies and procedures
• Effective account management skills
• Ability to travel locally and to Southern California as required
• Self starter with ability to use critical thinking

WORKING CONDITIONS

The Account Executive will spend long hours sitting and using office equipment and computers. The position requires travel and some lifting of supplies and materials. The work location is in a busy, open area office with constant interruptions.

MINIMUM REQUIREMENTS

Completion of high school diploma or equivalent and a minimum of ten years work experience with benefits administration and account management. A current life and health licensed agent with the State of California or a willingness to obtain a license within the first year of employment. Proficiency with Microsoft Word, Excel and PowerPoint. Associates degree in a related field preferred.

The statements above describe the general requirements of the job but are not intended as an all inclusive listing of duties that may be required of the individual in this position from time to time.

Delta Fund Administrators offers its employees a generous and comprehensive benefits package. The health insurance components include medical, dental and vision. Additional health benefits include life insurance, disability insurance and flexible spending accounts. Other benefits include a 401 (k) with safe harbor contributions, vacation leave, sick leave, paid holidays, and many more.

Delta Fund Administrators is an equal opportunity employer. We participate in E-Verify.

Job Type: Full-time

Salary: $70,000.00 - $90,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Experience level:

• 10 years

Schedule:

• Monday to Friday

Work Location: In person

Company Description

Delta Fund Administrators is a proven leader in third-party employee benefit plan administration. We focus exclusively on Taft-Hartley & governmental plan administration. Delta delivers comprehensive self-funded health plan administration, eligibility services, contribution accounting and financial services to our clients. We also administer retiree health trusts and legal service plans.

Company Description

Delta Fund Administrators is a proven leader in third-party employee benefit plan administration. We focus exclusively on Taft-Hartley & governmental plan administration. Delta delivers comprehensive self-funded health plan administration, eligibility services, contribution accounting and financial services to our clients. We also administer retiree health trusts and legal service plans.