Remote Account Transfers Jobs (NOW HIRING)

Company Mission

The Difference Card helps organizations build the most cost-effective health plan. Since 2001, The Difference Card has provided its clients with an average net savings of over 18%. The product utilizes proprietary medical reimbursement systems, risk transfer solutions and wellness strategies. In doing so, The Difference Card has delivered millions of dollars in savings to its clients while at the same time providing the highest level of employee benefits. For more information, visit www.differencecard.com.

Our values

Passion, Accountability, Innovation, and Respect

Role and Responsibilities

This position works with broker distribution networks to retain and grow an existing client book of business. This role requires an individual who is professional and exhibits the determination and self-motivation to delight customers. Your primary goal will be to retain a book of employer accounts. Ideally the candidate would be a team player with a great attitude and the ability to work in a fast-paced, ever-changing environment.
• Maintain strong relationships with existing strategic broker partners.
• Retain customers in the small and mid-market business range through channel distribution broker partners.
• Understand customer needs and provide value-added consultation. Help Clients define a healthcare strategy that results in Difference Card renewing the business by conducting midyear, pre-renewal broker and renewal client meetings.
• Providing the necessary broker support for successful education and implementation of the Difference Card. This includes interacting with broker partner teams and conducting broker education meetings to ensure thorough explanation and understanding of the product.
• Conduct professional employee open enrollment meetings to educate members on the Difference Card solution, with the objective of reducing member inquiries, increasing enrollment in Difference Card products, and increasing client retention rates.
• Travel as required for client meetings.
• Develop and maintain key relationships with internal departments such as Operations, Technology, Finance and Underwriting.
• Understand customer needs and provide value-added consultation.
• Cross-sell additional lines of business to existing employer group customers.
• Convert large Difference Card accounts to the self-funded Difference Health Plan, when appropriate.
• Delight broker and employer clients by responding to inquiries received via email and phone within 4-8 hours of receipt.
• Other duties as assigned.

Position Metrics

• Activity: Open enrollment meetings, midyear financial meetings, and client renewal meetings on each account
• Quality: Renewal financial exhibits and summary of benefits over 90% accurate closed in a timely manner. Client survey scores on 30% of your block of business with an average response of over 14 / 15.
• Production: Client retention rates over 85% and cross-selling at least one additional product to 10% of your assigned book of business.

Education and Licensure Requirements

• Bachelor’s degree or industry experience otherwise equivalent to a bachelor’s degree.
• State health insurance license within the first six months of employment

Skills and Experience

• Experience retaining and growing an existing client book of business in the insurance industry
• Excellent public speaking skills: the ability to present to business owners, brokers and employees
• Health insurance carrier and broker interaction experience
• Proficiency in office tools such as: Microsoft Outlook, Teams, PowerPoint, Word, Excel, and Zoom
• Experience utilizing a customer relationship management system such as Sales Force
• Spanish fluency preferred
• Ability to calculate, problem solve and present strategic solutions

Compensation

· Base Salary and Variable Commission

Job Type: Full-Time (exempt)

Travel Required: Yes, 20-40%

EB Employee Solutions, LLC is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, disability or handicap, sex, marital status, veteran status, sexual orientation, genetic information, arrest record, or any other characteristic protected by applicable federal, state, or local laws. We are dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment