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Account Manager Employee Benefits
Location:
Philadelphia, PA
Description:
About Innovative Innovative Benefit Planning is a well-respected, successful, and growing company that combines innovation with integrity and provides services in the areas of employee benefits, employee wellness, HR consulting and group retirement planning for companies nationwide. For 30 years, we have taken pride in the integrated workplace community we've built with individuals who have the same goal in mind: to put people first.Even through a rapidly changing market and our internal growth, we've managed to preserve our team-oriented company culture. So, between our dedication towards helping others, ground-breaking new processes, and family-like environment, are you ready to join an already winning team and help us continue to grow for years to come? The Opportunity Do you feel you're a great communicator, well organized, and enjoy finding solutions to manage the client life cycle? Then we have a home for you! We have an immediate opening for an Employee Benefits Account Manager. We want you to bring your talent and commitment to Innovative and build a lasting, professionally, and personally fulfilling career. As the Account Manager, you are responsible in building trusted relationships by developing a thorough understanding of our clients' needs. You will serve as the client's main point of contact, while working collaboratively with our internal team to ensure we are actively helping the client achieve their goals and exceed their expectations. Your Daily Impact at Innovative Presentations: Contact carriers through e-mail to obtain quotes for Medical, Dental, Life and Disability rates understanding the nuances and differences of each carrier in order to solicit timely and accurate information. Follow up with carriers to ensure that quotes arrive to coincide with sales presentations. Analyze quotes to ensure that quotes are complete and match client demographics and their requested services and communicates that information on a timely basis with the Benefits Consultants. Once the Benefits Consultant accepts the quotes, prepare and/or delegate the preparation of the Sales Presentation and the binding of presentations. Work with compliance to stay on track to meet deadlines (e.g., 5500's, non-discrimination testing "wrap SPD") Set up FSA and/or COBRA for clients. Set up and coordinate client voluntary administration services (e.g., RFP for "ancillary insurance"). Client Enrollment (onboarding implementation): New Clients Oversee and verify that all new client company information is correctly entered into the IBP Database. Communicate with client contact(s). Introduce yourself and Innovative's services. Follow up with correspondence about who to contact with various potential questions/problems. Emphasize that you are the point of contact. Complete the "Implementation Checklist" ensuring that accurate rate and plan information is entered. Develop "Annual Service Calendar" for certain clients. Other Duties Oversee and/or prepare "New Hire and Open Enrollment Kits". Organize, set up and participate in Open Enrollment Meetings. What You Bring to Innovative The Account Manager requires 3-5 years of experience in the Insurance field, a current Life & Health License, and preferably 1-3 years of experience as an Account Manager, along with: A sense of urgency and ownership in all you do. A generalist's knowledge of Medical, Dental, Life and Disability Insurance. Proficiency with Microsoft Office Suite to include: Word, Excel, Outlook, CRM, and PowerPoint. The ability to effectively interact and communicate with various insurance carriers and vendors. Ability to present services at client onboarding meetings. A willingness to continually upgrade their knowledge and understanding of the Insurance industry and desire to advance within the organization. Why Innovative? At Innovative, we aim to cultivate a work environment that is fun, dynamic, and exciting, where employees feel challenged and motivated in a fast-paced atmosphere, as well as respected and supported to reach their full potential and achieve their career and personal goals. On top of competitive benefits, our dedicated culture committee ensures that we always make time for some fun! Benefits: Competitive salary Competitive medical, dental, vision, life and disability plans 401(k) plan with employer contributions Life insurance and disability coverage Legal Shield/ID Shield options Flexible PTO policy with 2 weeks of PTO for the first year and open PTO after your 1-year anniversary Sixteen hours of paid Volunteer Time Off annually Location: Located minutes from Philadelphia Hybrid remote work schedule leading towards better work/life balance Culture: Monthly wellness/mental health activities Quarterly team building events Quarterly Community Volunteer Opportunities Q4 reset & recharge activities Endless snacks and freebies in the office "Cafe" Want to hear more? Hear what our employees have to say on our website here . Additionally, check out what we have going on at our LinkedIn page .
Company:
Innovative Benefit Planning
Posted:
December 26 2023 on ApplicantPro
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More About this Listing: Account Manager Employee Benefits
Account Manager Employee Benefits is a Sales Account Manager Job at Innovative Benefit Planning located in Philadelphia PA. Find other listings like Account Manager Employee Benefits by searching Oodle for Sales Account Manager Jobs.
Account Manager Employee Benefits is a Sales Account Manager Job at Innovative Benefit Planning located in Philadelphia PA. Find other listings like Account Manager Employee Benefits by searching Oodle for Sales Account Manager Jobs.