Account Manager

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 provides account management support for assigned clients. Responsibilities include implementation, client education, client relationship building, monthly client contact, employee education, and renewal services. The Account Manager acts as a liaison for the Human Resource and other client contacts with all internal operational departments. Relationship building and servicing of assigned clients in conjunction with Renewal Consultant. Assess Book of Business and identify areas of focus for relationship building.

· Client Employee Meetings as needed (Renewal, New Client, Refresher), including in person Meetings, Webinars, Voiceovers and Town Hall meetings. Renewal & Mid-Year Meetings with Client.

· Implementation and Communication of New Clients - Creation of Enrollment Kit - Participation in Implementation Meeting for Internal Operations

· Documentation, tracking and maintenance of all client demographics and communications in client database.

· Answer and resolve all incoming phone calls/emails from HR and other client contacts.

· Act as a resource for questions and issues that arise from internal Departments.

· Track, review and confirm all new and renewing group set-ups for accuracy and document compliance.

· Oversight and tracking of signed compliance documents (ASA, Plan Doc, SPD and BAA). Follow up and maintenance of all client files including contracts, plan documents and amendments.

· Oversight and fulfillment of educational materials for HR and client contacts

· Retain customers in the 20 - 1,000 employee range through broker partners.

· Additional Duties as assigned

Position Metrics

· Productivity: Client and broker response time within 24 hours. At least 5 employee education webinars or recordings per month. Summary of Benefits completed within 72 hours of renewal exhibit being closed.

· Quality: Summary of Benefits 90% accurate and Sales Force 95% accurate.

· Client Satisfaction: At least 10 client surveys completed annually with an average score of 13.5/15 or higher.

Incentive Performance Option:

This incentive is available to Account Managers upon expressing interest to the Retention Director and provides an opportunity for Account Managers to grow professionally and increase their compensation:

· Accountable for 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.

· Client retention rates over 90%

Education and Licensure Requirements

· Bachelor’s degree or experience otherwise equivalent to a bachelor’s degree.

· State Health Insurance License or ability to obtain license within 3 months of starting the position.

Skills and Experience

· Minimum of 4 years of insurance experience in a service capacity.

· Basic knowledge of medical insurance including medical, hospital and prescription claims.

· Proficiency in Microsoft Outlook, PowerPoint, Word and Excel.

· Salesforce database experience

· Virtual meeting experience utilizing Zoom and Microsoft Teams technologies

Compensation

· Base Salary and Variable Commission

Location: Remote, within 200 miles of Jersey City, NJ preferred

Job Type: Full-Time (exempt),

Travel Required: Yes, up to 20%

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