Take ownership and accountability for the success and retention of an assigned book of business.
Lead and manage the execution of Bennie’s consulting model for assigned customers, ensuring the delivery of high-quality benefit consulting services, and exceptional customer results and satisfaction.
Develop and execute the annual customer account plan specific for all assigned customers.
Responsible for the profitable management of a portfolio of clients, maintain and strengthen relationships with consultants/advisors, and work closely with them to ensure client happiness.
Meet annual financial, growth and profitability objectives for your assigned block of business.
Develop and grow existing client and consultant/advisor relationships by delivering superior service, effectively communicate Manulife’s value proposition and products/services and represent Manulife professionally in client-facing meetings.
Manulife is a leading international financial services provider, helping people make decisions easier and lives better. As part of their global team, you’ll help shape the future you want to see – and discover that better can take you anywhere you want to go.
Support Complex Large Accounts as a Secondary CM, partnering with Account Executives.
Serve as the primary day-to-day contact for a portfolio of smaller large-group clients.
Execute Core Benefits Analyst Responsibilities, handling the tactical and analytical foundation of client servicing.
Nava is on a mission to fix healthcare. They fuse deep benefits expertise with cutting-edge technology to deliver a modern, transparent, and affordable healthcare experience. Founded by seasoned entrepreneurs and backed by leading investors, Nava is one of the fastest-growing benefits brokerages in the country.
Drive new business with large employers with 5K to 25K employees.
Lead end-to-end commercial sales opportunities from sourcing to managing the pipeline to closing deals.
Partner with the Consultant Relations Team to build relationships and develop leads from employer benefits consultants.
9amHealth is a cardiometabolic care company that provides custom care plans, prescription medications, and expert guidance to help members live healthier lives. The company is based in San Diego, California, and is backed by 7Wire Ventures, Human Capital, Founders Fund, and others with a total funding of 25 million dollars.
Manage an assigned book of business, ensuring account retention and supporting new business.
Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions.
Monitor reports and take action on delinquent accounts, collecting outstanding balances.
Insurance Office of America (IOA) provides property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. They have more than 1,300 associates located in over 60 offices in the U. S. and United Kingdom.
Administer health, welfare, and retirement benefits programs, handling processes, billing, deductions, and leave management.
Ensure compliance with regulations (e.g. ERISA, the Affordable Care Act, etc.) and mandatory notices.
Provide clear communication to employees and management about benefit program features, plans, and options.
Concorde Career Colleges is committed to a policy of Equal Employment Opportunity. They will not discriminate against an applicant or employee based on any legally protected characteristic recognized under applicable federal, state, or local law.
Provide operational support for health, welfare, retirement, leave, and statutory benefits programs across the Americas region.
Manage employee benefits inquiries and escalations through the SNOW ticketing system, ensuring timely triage, resolution, and clear communication.
Serve as a primary point of contact for brokers, carriers, TPAs, PBMs, COBRA administrators, and leave vendors; actively manage escalations and hold vendors accountable to SLAs.
Rackspace delivers cloud solutions and helps companies to modernize, optimize and secure their IT environments. They are a global company that provides managed services for applications, data, security and infrastructure, with a focus on customer success.
Improve clients' Regulatory Information Management processes.
Work collaboratively with diverse teams to drive business value.
Enhance efficiency and compliance for clients in a rapidly evolving landscape.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Manage client and broker/consultant relationships throughout the client lifecycle.
Communicate clearly and concisely in both verbal and written formats.
Collaborate cross-functionally within a team environment, ensuring seamless coordination and alignment across departments.
Lantern is a specialty care platform connecting people with the best care when they need it most. Lantern is trusted by the nation's largest employers to deliver care to more than 6 million members across the country.
Lead and manage trusted client relationships, acting as a primary point of contact for customer inquiries and escalations.
Oversee the customer lifecycle, from strategic onboarding through retention, providing technical support, addressing inquiries and resolving issues.
Pioneer and execute strategies to maximize customer satisfaction and retention, actively identifying opportunities for upselling and cross-selling.
Fuze Health puts patients first and tirelessly addresses the most pressing needs in healthcare. They empower millions to digitally connect with care providers, essential health resources and needed treatments. Fuze Health’s foundation is built upon the strategic combination of several proven, technology-powered innovators in the digital health, diagnostics, and pharmacy sectors. Bringing together the capabilities of industry leaders including LetsGetChecked, Truepill, and Alto Pharmacy, to create a distinctive, unified force in healthcare.
Collaborate with SAEs to develop account strategy and execution plans.
Maintain strong relationships with customer stakeholders at healthcare facilities.
Support solution implementation across customer facilities.
Arkansas General focuses on supporting Strategic Account Executives to facilitate the adoption of innovative diabetes management solutions. They have career development opportunities with an international organization and a company culture recognized for diversity and as a great place to work.
Collaborate with partners and employees to drive successful Implementation and maintenance.
Manage post-implementation relationships with broker partners, sales team, and clients.
Guide broker partners through their client’s new healthcare solution, building strategic roadmaps.
ParetoHealth helps small and medium-sized businesses fight the rising cost of employee health benefits. They have a casual and fun work environment, full of people who take the company mission incredibly seriously.
Establish an understanding of products and processes and how agents/brokers interact with them.
Maintain knowledge of insurance industry markets, products, and legal environments.
Work in tandem with Sales Executives to service agents/brokers and encourage renewals.
CRC Benefits is an industry-leading provider of benefits services. Their culture focuses on inclusion, trust, collaboration, and innovation, earning them a Top Workplaces USA award three years running based on employee feedback.
Lead daily coordination and execution for health plan and channel partnerships.
Manage the sales process to support growth opportunities.
Contribute to partner-facing resources like pitch decks and FAQs.
Jobgether is a platform that connects job seekers with partner companies. They focus on using AI to match candidates with roles and ensure fair application reviews.
Provide consulting services on multiple client engagements with limited direction
Understand client business requirements and provide guidance throughout design, configuration and prototype, and assist clients with testing and move to Production efforts
Support clients during Annual Events such as: Annual Talent/Performance, Merit, Open Enrollment, ACA, etc. as needed
ERPA is a client-focused technology services firm committed to maximizing the value of our clients' Workday investments, specializing in implementations for higher education and government organizations. With over 500 consultants, they offer scalable, responsive, and elastic solutions and uphold empathy, responsibility, passion, and agility.
Provide regulatory compliance risk assessment and consultation.
Assist financial services clients in strengthening their compliance management systems.
Conduct regulatory compliance testing for federal consumer compliance regulations.
Wipfli provides accounting and consulting services. Their people are the core of their business, and they focus on relationships while encouraging individuals to follow their own path.
Provision and configure new advisor accounts and teams in internal systems.
Manage advisor transitions, including moves between account managers or teams.
Execute user migrations and update internal systems to reflect accurate billing, contracts, and account information.
Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace.
Validate business and technical requirements for platform solutions in close collaboration with actuaries, engineers, and product managers
Design and architect solutions that accommodate the full spectrum of life insurance and annuities products
Serve as the go-to expert on life insurance product structures, regulatory requirements, and industry best practices
Bestow is a leading vertical technology platform serving some of the largest and most innovative life insurers. Their platform unifies the fragmented, legacy value chain, enabling carriers to launch products in weeks instead of years. They are backed by leading investors and trusted by major carriers.
Act as the first point of contact for our employees, turning complex insurance jargon into clear, empathetic guidance.
Assist in administering health, dental, vision, life, disability, retirement, and supplementary benefit programs.
Assist in administering the leave of absence process with the TPA and Payroll for a seamless employee and company experience.
Spring Health aims to eliminate every barrier to mental health. They partner with companies to provide mental health services and care for 10 million people.
Serve as the primary point of contact for assigned client accounts.
Develop a deep understanding of each client's business, needs, and goals.
Monitor client usage, engagement, and satisfaction using internal tools and KPIs.
Savvital empowers small and medium-sized businesses in the international market by providing customized solutions. Their team is composed of highly educated and motivated experts and they value the uniqueness and experience each individual brings to the organization.