Planstin · 9 hours ago
Benefit Manager
Planstin is at the forefront of benefits administration and business services, simplifying health insurance for employers and individuals. The Benefit Manager is responsible for building and maintaining relationships with clients, ensuring satisfaction with services, and identifying growth opportunities.
ConsultingHealth CareHuman ResourcesProfessional ServicesTraining
Responsibilities
Serve as the primary point of contact for assigned clients, responding to inquiries and resolving issues in a timely and professional manner
Manage onboarding of new clients, ensuring all their specifications are met, open enrollment runs smoothly, and they have a positive introduction to our services
Conduct regular check-ins with clients to review their account status, address any concerns, and identify opportunities for upselling additional services
Collaborate with internal teams to develop customized solutions that meet each client's unique needs
Provide ongoing training and support to clients on the use of our products and services
Monitor and analyze client usage data to identify trends and opportunities for improvement
Prepare each client for a successful renewal, implementing enhancements where possible
Develop and maintain a deep understanding of our industry and competitive landscape to effectively position our services and differentiate us from our competitors
Maintain accurate records of client interactions and sales activity in our CRM system
Qualification
Required
Bachelor's degree in business, marketing, or a related field or equivalent experience
Life + Health Insurance License required within the first 60 days of employment
3+ years of experience in a client-facing account management role
Strong communication, interpersonal, and problem-solving skills
Ability to multitask, prioritize, and manage time effectively
Proven track record of meeting or exceeding sales targets
Proficiency in CRM software and Microsoft Office
Preferred
Familiarity with health insurance administration and regulations
Benefits
12 paid holidays plus 3 weeks of paid time off to balance work and life.
Comprehensive insurance coverage including health, dental, vision, and accident plans tailored for your well-being.
Invest in your future with a 401k plan backed by a solid 4% match from us.
Free snacks and regular lunches available onsite.