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Executive Account Manager
Location:
Moorestown, NJ
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 have 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 have managed to preserve our collaborative 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 If you are an exceptional strategic leader, motivated to drive client and organizational outcomes then you will feel very much at home as a key member of the Innovative team! We are seeking those who can thrive in an open environment where paid time off is at your choosing, but where urgent productivity and results are second nature. We have an immediate opening for an Executive Account Manager. We want you to bring your talent and commitment to Innovative and build a lasting, professionally, and personally fulfilling career. The Executive Account Manager is responsible for strengthening and maintaining Innovative Benefit Planning's relationships with its current clients and ensuring the continued growth and profitability of the Employee Benefits Practice. Some of the success metrics for this position include the retention and addition of employee benefits clients, process improvements, and development of Innovative's employees.The Executive Account Manager must also be capable of helping Innovative obtain new clients through occasional interaction with prospects on a business and personal level. The Executive Account Manager will also indirectly assist in client development through the efficient management of back-office operations, allowing Innovative principals and brokers to focus on new client generation. In addition, the Executive Account Manager must be adept at all duties and requirements of account management and at times be able to lead account management for a select block of accounts. The Executive Account Manager must also contribute to the growth of Innovative by working with the team to develop new products and/or services that can be marketed to existing clients and prospects. Your Daily Impact at Innovative Sales/Presentations Contacts 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. Follows up with carriers to ensure that quotes arrive to coincide with sales presentations. Analyzes 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 Sales Representatives. Once the Sales Representative 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 the client contact(s). Introduce yourself and IBP 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 OpenEnrollment Meetings. Manage the day-to-day projects of selected account managers and others in the employee benefits practice to ensure a high level of client satisfaction with Innovative as measured by 100% consistent, positive feedback from clients Assist the account managers with all the essential duties of their position including, but not limited to renewal client/prospect plan design and quoting, the accurate creation of presentations, client problem resolution, etc. Monitor the educational needs of the account management position and coordinate/teach any courses/tutorials needed to maintain account manager proficiency. Ensure that all client, prospect and carrier deadlines are met. Attend regular meetings with Innovative principals to review and discuss issues relating to account management and the operation of the company, business needs, etc. Conduct regular office meetings with Innovative staff to discuss timely and/or relevant issues relating to the company or industry. Maintain education in the industry as measured by enrollment in or possession of various certification/degree programs (RHU, CEBS, AHIP, etc.) The ability to develop and amend internal service systems and processes as needed due to changes in market or Innovative business conditions. Adopt and promote the Innovative culture as a company who truly takes care of its people, defined as both customers and employees. This philosophy must manifest itself in each employee in their dealings with clients, prospects, vendors and any other person who comes in contact with Innovative. Support Innovative's efforts to generate new business with existing clients. Support Innovative's efforts to create new products or services and bring them to the market. Participate in Innovative seminars to our target markets. Offer input data to strategically plan Group Benefit Consulting engagements. Conduct and monitor client DOL/ERISA filing preparation and submission. Develop, coordinate and evaluate benefit plans to clients with varied funding arrangements. Establish professional business relationship with markets, service providers and insurance companies. Oversee routine benefit area operations to ensure equitable and timely benefit program administration. Conform and comply with DOL, ERISA and state regulations pertaining to benefit laws. Negotiate with vendors regarding contractual rates by reviewing contracts as against organization's performance standards. Establish measurements to guarantee effectiveness of programs. Research, evaluate and revise current procedures for upgrading to new requirements. Research, identify and execute creative solutions and best practices to enable process improvement. Have a working personal vehicle and a valid driver's license to drive to client appointments. Sitting at a desk and typing 8 hours a day. Standing for multiple hours at client presentations. Other duties as assigned. EDUCATION AND EXPERIENCE: High school diploma or GED. Bachelor's degree or equivalent experience. 5+ years of experience in Employee Benefits. REQUIRED LICENSES AND CERTIFICATIONS: Valid driver's license and NJ state life and health insurance license(s). 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: Executive Account Manager
Executive Account Manager is a Sales Account Manager Job at Innovative Benefit Planning located in Moorestown NJ. Find other listings like Executive Account Manager by searching Oodle for Sales Account Manager Jobs.
Executive Account Manager is a Sales Account Manager Job at Innovative Benefit Planning located in Moorestown NJ. Find other listings like Executive Account Manager by searching Oodle for Sales Account Manager Jobs.