What are the responsibilities and job description for the Employee Benefits Account Manager position at Creative Benefits, Inc.?
Job Description
Internal Title: Account Manager
Department:
Account Management
FLSA Status:
Exempt
Reports to:
Director of Account Management
Employment Type:
Regular, Full-Time
Job Summary
At Creative Benefits, Inc., we prioritize building teams that are collaborative, committed, caring, and client focused. We believe in superior service, tailored solutions, and creative problem-solving. In an industry marked by constant evolution, we value employees who are adaptable and eager to learn so that we can continue to offer the highest level of service to our clients no matter what. A successful Account Manager will exemplify our values and integrate them into all aspects of their work.
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 flexible, organized, and value a high level of service.
The Account Manager serves as the primary point of contact for a block of accounts and will work closely with benefits consultants, internal service teams and other account managers to meet and exceed client expectations. The lines of coverage include an emphasis on: Medical, Dental, Vision, Spending Accounts, Group Life and AD&D insurance, disability and voluntary benefits
Job Responsibilities
This position is an individual contributor and not responsible for the supervision of other employees.
Work Environment
Creative Benefits, Inc. offers 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/onboarding period may require daily time onsite.
Physical Demands
This job operates in a professional office environment. 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. This role routinely uses standard office equipment such as laptop computers and photocopiers.
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 to clients occurs occasionally. Travel is primarily local during the business day. On rare occasions, some out-of-area and overnight travel may be expected. Mileage is reimbursed. On occasion, travel between offices for the workday may be expected for expanded learning opportunities, collaboration and in-person meetings. To ensure the timely delivery of client material, travel to the post office/store for supplies/etc. may be necessary.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
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.
Compensation may vary based on a variety of factors such as, but not limited to, individual skills, experience, training and education/certifications.
Company Description
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.
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.
Internal Title: Account Manager
Department:
Account Management
FLSA Status:
Exempt
Reports to:
Director of Account Management
Employment Type:
Regular, Full-Time
Job Summary
At Creative Benefits, Inc., we prioritize building teams that are collaborative, committed, caring, and client focused. We believe in superior service, tailored solutions, and creative problem-solving. In an industry marked by constant evolution, we value employees who are adaptable and eager to learn so that we can continue to offer the highest level of service to our clients no matter what. A successful Account Manager will exemplify our values and integrate them into all aspects of their work.
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 flexible, organized, and value a high level of service.
The Account Manager serves as the primary point of contact for a block of accounts and will work closely with benefits consultants, internal service teams and other account managers to meet and exceed client expectations. The lines of coverage include an emphasis on: Medical, Dental, Vision, Spending Accounts, Group Life and AD&D insurance, disability and voluntary benefits
Job Responsibilities
- Works closely with Benefits Consultants and prepares and coordinates the renewal.
- Markets the Annual benefits renewal to the applicable carriers.
- Develops employee communication and enrollment materials for client distribution.
- Assists with the carrier installation process, i.e., collect, track and scrub all applications, build enrollment census and audit all member enrollments.
- Understands, interprets, and clearly delivers claims experience reporting and data to clients, when appropriate.
- Reviews the market results and enters data into the renewal presentation.
- Oversees client's benefits accounts, including but not limited to, new development, internal and external communication, support and maintenance issues.
- Manages ongoing client and/or employee inquiries and accurately maintains internal database.
- Understands client business, issues, and needs through proactive face-to-face (when appropriate) client visits and phone contact to maintain a positive relationship.
- Provides support and assistance, when needed, to other Account Managers on larger projects.
- Acts as escalation point for resolution of non-routine issues. Identifies root cause and communicates resolution to client.
- Other duties/projects/tasks as requested
- 3 years of experience being an Account Manager on a block of business in the Employee Benefits Industry.
- Current Life and Health Insurance License is required
- Expert level navigation skills in MS Excel including formulas, pivot tables and v/x-lookups including computer proficiency with Word, PowerPoint, Outlook, MS Teams and Adobe Acrobat
- Ability to independently learn, navigate and problem solve within new technology systems (like HRIS) from the client sometimes with minimal training.
- Ability to build and maintain collaborative working relationships at all levels of an organization
- Experience with leading or participating in on-site client meetings to develop cross-sale opportunities and to maximize retention.
- Strong written and verbal communication skills with a knack for facilitating and presenting
- Organized with the ability to manage multiple time-sensitive tasks simultaneously and adapt to changes quickly based on client needs.
- Customer/Client focused
- Bachelor’s degree preferred but High School Diploma required
- Consistently represent Creative Benefits, Inc. in a professional manner
This position is an individual contributor and not responsible for the supervision of other employees.
Work Environment
Creative Benefits, Inc. offers 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/onboarding period may require daily time onsite.
Physical Demands
This job operates in a professional office environment. 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. This role routinely uses standard office equipment such as laptop computers and photocopiers.
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 to clients occurs occasionally. Travel is primarily local during the business day. On rare occasions, some out-of-area and overnight travel may be expected. Mileage is reimbursed. On occasion, travel between offices for the workday may be expected for expanded learning opportunities, collaboration and in-person meetings. To ensure the timely delivery of client material, travel to the post office/store for supplies/etc. may be necessary.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
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.
Compensation may vary based on a variety of factors such as, but not limited to, individual skills, experience, training and education/certifications.
Company Description
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.
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.
