Senior Benefits Account Manager

Job Description

Job Responsibilities

Works closely with Benefits Consultant to coordinate and negotiate renewal; communicates clients’ needs, issues, risks, and opportunities;

prepares renewal for client presentations.

Collaborates with Benefits Consultant on overall account strategy including the ways to identify up-sell / cross-sell opportunities;

builds re-enrollment strategies for the clients.

• 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 :

• 3+ 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
• Previous experience working with large, multi-state, multi-site clients.
• Bachelor's degree preferred.
• Experience working with HRIS systems or Payroll systems.
• Experience analyzing claims and financial data sets.
• Experience managing a team directly or indirectly leading others

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