Internal Title: Account Manager

Department:

Account Management

FLSA Status:

Exempt

Reports to:

Director of Account Management

Employment Type:

Regular, Full-Time

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.

Our 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 candidate that values a high level of service and building long term relationship will enjoy this environment. The ability to navigate MS Excel with strong organization skills, flexibility, and open, proactive communication will lead to great success in this role.

The lines of coverage for this position may include Medical, Dental, Vision, Spending Accounts, life and AD&D insurance, disability, and voluntary, EAP and worksite 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 and not responsible for the leadership 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 period may require more time onsite.

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. This role routinely uses standard office equipment such as laptop computers and photocopier.

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 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.

Job Type: Full-time

Pay: From $40,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Referral program
• Vision insurance

Experience level:

• 1 year

Schedule:

• 8 hour shift
• Monday to Friday
• No weekends

Travel requirement:

• No travel

Ability to Commute:

• Kingston, PA 18704 (Required)

Ability to Relocate:

• Kingston, PA 18704: Relocate before starting work (Required)

Work Location: Hybrid remote in Kingston, PA 18704