Job Description

Third party health and pension benefits administrator actively seeking an Account Executive to service and assist current clients. Account Exec. Must have 5 -10 years of experience in both Welfare and Pension plan Administration, and will be responsible for ensuring the highest level of service to the clients. Excellent salary and benefits package. Office located in Newtown PA.

Major Position Responsibilities

1. Establish and build strong working relationships with all Client Account stakeholders.

2. Ensure the execution of all terms and conditions specified in Services Agreements. Provide recommendations on Services Agreement renewals including: fee structure, new services or modifications, etc.

3. Provide direction and guidance to Trustees on various Fund(s) matters.

4. Build and maintain a comprehensive knowledge base, both current and historical, of Client’s: Organization, Fund (s), Plan Documents, Plan Designs, Key Financials, Participant Profile, etc.

5. Work closely with Plan Professionals to provide exceptional service to the Client Fund(s).

6. Provide recommendations and best practices, where appropriate, on: Providers, Plan Design, Required Contributions, other Financial Metrics, etc.

7. Plan, facilitate and conduct Trustee meetings.

8. Prepare required meeting books, reports, communications and other necessary information for dissemination and review at Trustee and other required meetings.

9. Regularly interface with administrative support staff (Company and/or Client‘s) to ensure proper execution of duties.

10. Maintain continuing knowledge base and continuing education on the Affordable Care Act and other impactful Benefit Law that pertains to our administrative and consulting work.

11. Provide subject matter support and participate, when requested, in the Collective Bargaining Process.

12. Ensure Account(s) profitability by regularly evaluating the efficient utilization of resources and technology and fee structure upon renewal.

13. Ensure all Company billings are properly prepared and submitted to the Client for payment on a timely basis. Monitor and follow-up where required.

14. Prepare comprehensive responses to Request for Proposals (RFP’S) and deliver effective presentations to Boards and Committees to secure the business. Draft Services Agreements for new accounts.

15. Communicate regularly with Company Leadership and Key Staff on servicing of Accounts.

16. Travel to Client offices, Trustee Meeting locations and various Company offices as required

Required Education, Knowledge and Experience

· Bachelor’s Degree or equivalent work experience

· 5 to 10 years of benefits management experience – especially with Taft Hartley funds, i.e.,

v Exposure to plan design and fund administration – including accounting, compliance, communications, etc.

v Experience dealing with Fund counsels and professionals, e.g., auditors, accountants, etc., as well as vendors.

v Background interpreting and complying with Collective Bargaining Agreements.

· Experience monitoring and reacting to State and federal laws and regulations.

· Demonstrates competent oral and written skills.

· Task orientation and multi-tasking ability.

· Strong planning and organizational skills – focus on detail and documentation, as well as the ability to effectively comply with administrative deadlines and control project life cycles.

· Ability to tactfully work through others to accomplish tasks.

· Self-starter, who can function independently

· Creative thinker – looks for out-of-the-box solutions, but pragmatic and cost effective ones.

· Quick learner – able to assimilate data, identify issues and recommend solutions.

· Proficient with Microsoft Word and Excel.

We offer a very competitive compensation package, comprehensive Health Coverage, Defined Benefit Pension Plan, 401-K Plan and generous Paid Time off. If you meet the requirements for this position and would like to know more about our Team, please forward a cover letter and resume to this site.

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Experience level:

• 5 years

Shift:

• 8 hour shift
• Day shift

Weekly day range:

• Monday to Friday

Work setting:

• Office

Application Question(s):

• How many years of experience do have working with Taft-Hartley Benefit Plans

Education:

• Bachelor's (Preferred)

Experience:

• Benefit management: 5 years (Required)

Work Location: In person

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