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Creative Benefits, Inc. · 2 days ago
Senior Account Manager
Newtown Square, PA
Full-time
Onsite
Senior Level
5+ years exp
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Hiring Manager
Alison Hicks
Insider Connection @Creative Benefits, Inc.
Responsibilities
Works closely with Benefits Consultant to coordinate and negotiate renewal; communicates clients’ needs, issues, risks, and opportunities; prepares renewal for client presentations.
Collaborates with Benefits Consultant on overall account strategy including the ways to identify up-sell/cross-sell opportunities; builds re-enrollment strategies for the clients.
Develops employee communication and enrollment materials for client distribution.
Responsible for oversight, monitoring and compliance with any performance guarantees on assigned cases.
Understands, interprets, and clearly delivers financial and claims experience reporting and data to clients.
Acts as escalation point for resolution of non-routine issues. Identifies root cause and communicates resolution to client.
Understands client business, issues, and needs through proactive face-to-face (when appropriate) client visits and proactive phone contact; builds, maintains, and manages positive ongoing client relationships.
Oversees client's benefits accounts, including but not limited to, new development, internal and external communication, support, and maintenance issues.
Other projects, tasks or special assignments as requested.
Qualification
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Required
5-10+ years of experience working in the group insurance industry with current Life and Health Insurance License
Knowledge of Medical, Dental and Vision insurance products, plan designs, contracts, and services.
Thorough knowledge of financing methodologies and strategies (fully insured, alternate funded)
Experience consulting with clients including negotiation, persuasion and influencing; ability to influence others without specific authority.
Ability to build and maintain collaborative working relationships at all levels internally and externally.
Values a high level of customer service with the ability to balance client satisfaction and the needs of the business.
Strong facilitation and presentation skills
Naturally a proactive thinker, communicator, and planner
Possesses financial aptitude/analytical skills.
Technical aptitude to work within carrier portals, help lead HRIS/HCM builds, maintain and navigate databases, and manipulate spreadsheets with large data sets.
Ability to maintain composure and effectiveness under pressure in a deadline driven industry.
Goal oriented; meet persistency goals, renewal goals, etc.
Computer proficiency in MS Excel, Word, Outlook and PowerPoint
Represent Creative Benefits, Inc. in a professional manner
Preferred
Has knowledge of the Ancillary insurance products including Group Life and AD&D insurance, disability and voluntary benefits
Previous experience working with large, multi-state, multi-site clients.
Bachelor's degree preferred.
Experience working with HRIS systems or Payroll systems.
Experience analyzing claims and financial data sets.
Experience managing a team directly or indirectly leading others.
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Group Life and AD&D Insurance
Disability Insurance
Voluntary Benefits
Company
Creative Benefits, Inc.
Creative Benefits, Inc. is an employee benefits consulting and brokerage firm with offices in Newtown Square and Kingston, Pennsylvania.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Angie Plocinik
Vice President Strategic Partnerships
Company data provided by crunchbase
