Now Hiring - Creative Benefits Inc - Employee Benefits Account Manager in Newtown Square, PA

Full description of the position

Internal Title: Account Manager Department: Account Management Reports to: Director of Account Management FLSA Status: Exempt Employment Type: Regular, Full-Time In the words of our President, we are "characters through and through" and that is what sets us apart. We value collaboration, teamwork, inclusivity, and diversity. We believe in superior service, tailored solutions, and a culture of caring. A successful Account Manager will maintain this mindset and integrate these values into their work. Our standards are high, and we hope yours are, too! The right person for this position will enjoy partnering with others and knows that strong relationships and open communication yield great results. It is a must for this person to have an eye for detail, be proactive, flexible, organized, and value an extremely high level of service. The Account Manager serves as the primary point of contact for a block of accounts. This person will work closely with benefits consultants, internal service teams and other account managers to meet and exceed client expectations. The lines of coverage include: Medical, Dental, Vision, Spending Accounts, Group Life and AD&D insurance, disability, and voluntary benefits. Job Responsibilities * Works closely with Benefits Consultant to coordinate and negotiate renewal; communicates clients' needs, issues, risks, and opportunities; prepares renewal for client presentations. * 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. Required Job Skills and Qualifications: * 2-5+ 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 Skills and Qualifications: * Has knowledge of the Ancillary insurance products including Group Life and AD&D insurance, disability and voluntary benefits * Bachelor's degree preferred. * Experience working with HRIS systems or Payroll systems. Supervisory Responsibility This position does not have any direct reports but could possibly require the training and mentoring of more junior team members. Work Environment Creative Benefits, Inc. and MedLeave Solutions offer a hybrid schedule of working 2 days remote and 3 days in the office. Our employees enjoy the flexibility that comes with remote work while also valuing the connectivity that is achieved through in-person collaboration. A training period will require up to 5 days per week on site. Physical Demands While performing the duties of this job, the employee is regularly required to talk or hear. Specific vision abilities required by this job include close vision and ability to adjust focus. This would require the ability to lift files, open filing cabinets and bend or stand on a stool, as necessary. Lifting 25 pounds would be required for this role. Routine use standard office equipment such as laptop computers and photocopiers would be required. Position Type/Expected Hours of Work This is a full-time position. Days and hours of work are Monday through Friday, 8:30 a.m. to 5 p.m. Occasional evening and weekend work may be required as job duties demand. Travel Travel is occasional and primarily local during the business day, although some out-of-area and overnight travel may be expected. Occasional travel (for the work day with standard mileage rate reimbursement) between offices may be expected for expanded learning opportunities, collaboration and in-person meetings. Creative Benefits, Inc. is dedicated to providing exceptional employee benefits administration and consulting services with offices in Newtown Square and Kingston, Pennsylvania. We support small, mid-sized and large employers in the tri-state area and across the country in a variety of industries. Through our mission to establish enduring partnerships with our clients and their employees by building strategic, innovative, and optimal employee benefit programs that meet the needs of each organization, we have earned a reputation as one of the top insurance brokerages in the industry. We believe in hiring individuals who exemplify our company values and are willing to learn our field. Candidates of all backgrounds are encouraged to apply. We understand that all career paths are not linear, and you may find success at Creative Benefits even if your current experience differs from the job description. Compensation may vary based on a variety of factors such as, but not limited to, individual skills, experience, training and education/certifications. Job Type: Full-time Pay: From $55,000.00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Health insurance * Paid time off * Vision insurance Ability to Commute: * Newtown Square, PA 19073 (Required) Work Location: In person