Internal Title: Account Manager

Department:

Account Management

FLSA Status:

Exempt

Reports to:

Director of Account Management

Employment Type:

Regular, Full-Time

Job Summary

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 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 as requested

Required Skills and Experience

• 2 years of group insurance experience and/or account management experience preferred but not required.
• Bachelor’s degree preferred but High School Diploma required
• Current Life and Health Insurance License is required or ability to obtain it within 90 days of employment.
• Ability to build and maintain collaborative working relationships at all levels of an organization
• 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
• Customer/Client focused
• Computer proficiency in MS Excel, Word, PowerPoint, Outlook, MS Teams and Adobe Acrobat
• Consistently represent Creative Benefits, Inc. in a professional manner

Supervisory Responsibility

This position is an individual contributor with no direct reports.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as laptop computers, photocopiers and phones.

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.

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 primarily local during the business day. On rare occasions, some out-of-area and overnight travel may be expected. Mileage is reimbursed.

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 an employee benefits consulting and brokerage firm 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. It is our mission to create optimal solutions in employee benefits that 'insures' the right coverage for every stage of life.

Job Type: Full-time

Pay: From $40,000.00 per year

Benefits:

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

Experience level:

• 1 year

Schedule:

• Monday to Friday

Travel requirement:

• No travel

Application Question(s):

• Do you have a current Life and Health Insurance Producer's License?

Work Location: In person