Associate Benefits Account Manager

Are you looking for a career, not just a job? At Custom Design Benefits, our growth is fueled by a clear vision, disciplined execution, and a team that leads with values.

Were guided every day by what matters most: 1.

Take Care of Our Clients 2.

Be Positive and Bring It 3.

Deliver Results 4.

Be a Great Teammate/Collaborate Tasks: Develop a trusted advisor relationship with key accounts, customer stakeholders and executives.Ensure the timely and successful delivery of our solutions according to customer needs and objectives.Prepare internal and external documentation/communication materials for assigned customers.Manage the implementation process with the customer & internal team members (eligibility, operations, claims, finance, etc.)Responsible for keeping current clients satisfied and delivering exceptional client service on a day-to-day basis to achieve a 95% Excellent Rating.Prepare internal and external documentation/communication materials for assigned customers.Work closely with the customer & broker to make sure eligibility, plans, banking, contracts & website are correctly set up.Maintain plan profile for all groups (new and existing).Maintain new customer implementation & termination checklists.Review Summary Plan Description for customers.Train new customers on website functionality.Stay abreast of industry & government changes affecting group insurance & maintain an awareness of existing & developing rules & regulations.Forecast and track key account metrics according to team performance objectives.Communicate clearly the progress of monthly/quarterly initiatives to internal and external stakeholders.Other duties as assigned.

Our Ideal Candidate: Excellent CommunicatorLearnerCritical ThinkerProblem SolverPositiveReliableSelf-StarterAchieverTeam Player