Department: Plan Operations
Office: Onsite Tuesday – Thursday; digital Monday and Friday
Location: Philadelphia, PA
The Senior Account Manager reports to the Manager, Employer Services, and provides daily operational assistance, account management, and comprehensive employer services to employers. The Senior Account Manager interprets and promotes the Benefits Plan and Assistance Program, facilitates employer-related issues, and collaborates with the Affiliate Markets team to support membership growth and retention.
What you will do:
Serve as the account manager point of contact for assigned employers accounts, ranging in size from 10-1,000 eligible lives, and develop and maintain relationships with employer representatives to provide a consistent quality of service and to identify opportunities to serve better.
Partner with employers to provide guidance on available benefit choices, consult on pricing reviews and determinations, monitor billing, and manage delinquent accounts.
Provide daily consultative service to employers and plan members to ensure the timely and successful delivery of service and support employers and plan members to understand the value of the Benefits Plan and how best to maximize benefit offerings.
Promote and interpret the Benefits Plan and Assistance Program through all service channels, (including inbound calls), facilitate employer-related issues, and collaborate with the Affiliate Markets team in support of plan membership growth and retention.
Process employer agreements to establish a contract between the Board of Pensions and outline the benefit offerings an employer offers to each of their employee groups.
Process Assistance Program needs-based grant requests, effectively execute approved grants, and ensure the accuracy of the payment.
Ensure the successful transition of employer accounts from sale to service by providing annual enrollment support to employers and members and partner with employers to ensure new members have a clear understanding of their benefits and how to complete enrollment for the new plan year
Provide wellness program participation data to employers in support of employer communication strategies to encourage employee wellness program participation.
Support timely employer dues payments through billing reconciliations and account reviews to ensure enrollment and eligibility information is accurate and informed by employer benefit offerings.
What you need to succeed in the role:
A bachelor’s degree in business administration or related field or an equivalent combination of education and experience.
4 or more years of strong employee benefits administration account manager experience or equivalent role.
Proficiency with benefits administration systems and customer care technologies, Salesforce preferred.
Proficiency with all Microsoft Office applications (Teams, Outlook, PowerPoint, Word, Excel, and SharePoint).
An ability to gain a strong understand of the Benefits Plan and Assistance Program and strong verbal and written communication skills to effectively communicate benefits to eligible employers.
Excellent analytic and system literacy skills and an ability to review, analyze and make necessary recommendations.
Strong problem solving and critical thinking skills to help identify solutions to unique customer needs
Strong time management skills to prioritize tasks and ensure service is completed timely while maintaining sharp attention to detail.
An ability to build rapport with employers and experience delivering client-focused solutions to customer needs.
An ability to work well with diverse groups and all levels of management to ensure the Board is consistent in its delivery of service.
An ability to travel occasionally to represent the Board of Pensions.
An ability to work on-site at the 2000 Market Street office in Philadelphia.
An ability, interest, and desire to stay current via seminars, industry literature, and formal training and development.
We offer a generous benefits package for eligible employees.
Medical, dental, and vision coverage.
Defined benefit pension plan.
403(b)(9) retirement savings plan.
Generous paid time off, including sick time, holidays, and 22 days of personal leave.
Tuition assistance.
Employee Assistance Plan and other health and well-being resources.
Employer-paid death benefits with opportunities to purchase additional coverage.
Employer-paid Short-Term and Long-Term disability coverage.
Access to the Board’s education and grant assistance programs.
Discount programs on entertainment, travel, and more.
Satisfaction gained from working for a service-oriented employer.
Volunteer and other service opportunities in the community at large.
Our recruiting process is simple.
If you’re interested in a role at the Board of Pensions, apply online at If your skills match an open position, one of our recruiters will set up a phone or Microsoft Teams interview to discuss your interests, background, and skills. They’ll also answer any questions you might have. If you are selected to continue with the recruitment process, you will meet the hiring manager and other relevant team members.
To protect the health of our staff, we encourage everyone to receive FDA-approved vaccinations that may reduce the spread of certain infectious diseases, such as the flu and COVID-19.
We are an Equal Opportunity Employer.
The Board of Pensions of the Presbyterian Church (U.S.A.) is proud to be an equal opportunity employer We value diversity, equity, and inclusion and do not discriminate based on race; color; sex; national origin; age; pregnancy, childbirth, or a related medical condition; military/veteran status; marital/domestic partner status; physical or mental disability; medical condition; religion or religious affiliation, except where determined to be a bona fide occupational qualification; sexual orientation; gender; gender identity or expression; genetic information; ancestry; or any other category protected by applicable federal, state, or local law.!676111% %%sales%%