Now Hiring - Pivotal Business Solutions - Professional Services HEALTH & BENEFITS PARTNERS ACCOUNT MANAGER in East Norriton, PA

Full description of the position

Health & Benefits Partners' associates are insurance experts with 20+ years of experience who are dedicated to helping business owners and CEOs find small group insurance plans that are custom fit to their employees’ needs and budgets. We are independent brokers who work with all the major health, life and disability carriers.

Health and Benefits Partners (H&BP), in East Norriton, PA, seeks an experienced Account Manager who can handle day-to-day management of and interaction with clients related to their health and ancillary insurance. This could be the right hands-on role, if you are detail-oriented, good-humored, and diligent and thrive at learning quickly in a challenging and fast-paced environment. With us, you’d have the opportunity to work for a high-performing small but growing team where you can learn and have high impact.

Areas of Responsibility:

• Handle day-to-day client management including assisting client company’s employees in enrolling for their benefits (primarily group health insurance), and fielding and handling their questions.
• Take care of customer health insurance issues and process plan terminations.
• Communicate via email and phone with business clients about these and other insurance matters.
• Enter client insurance data using Ease software.
• Assist clients with compliance and provide recommendations related to ACA, HIPAA, COBRA, FMLA, and ERISA, as needed and appropriate.
• Schedule meetings for H&BP’s Sales/Account Executives, etc.
• Prepare materials for Sales/Account Executives prospect and client presentations.
• Enter information to systems in order to get quotes for Sales/Account Executives for prospective and renewing clients (The majority will be with Blue Cross, some with Aetna and the remainder with other carriers.).
• Analyze quotes to ensure completeness and that they match client demographics and their requested services.
• Communicate information on a timely basis to the Sales/Account Executives (Also referred to as Benefits Consultants)

Required Skills & Experience:

• Minimum 3-5 years professional, customer facing, office experience.
• Strong organizational skills coupled with flexibility in dealing with shifting priorities, fluctuating workloads, and evolving procedures.
• Ability to work independently with limited supervision, while maintaining positive staff relationships within a teamwork environment.
• Tech savviness with ability and desire to quickly master new software.
• A health insurance license or willingness to study for and earn an insurance license within a year of employment. (H&BP will assist you in this and pay for any related expenses. You will also earn a bonus upon successfully obtaining the license.)

Nice to Have Skills & Experience:

• Experience in the health insurance industry.

Education Requirements:

• Bachelor’s degree preferred.

Soft Skills Requirements:

• Excellent verbal and written (email) communication skills.
• Strong to desire to work with business clients in a high-volume customer service environment.
• Friendly and engaging demeanor in dealing with prospects, clients, management and internal team.

Software Skills Required:

• Experience using health insurance industry software Ease or other insurance carrier platform tools (a strong plus).
• A general technology/computer bent such that researching, learning, and sharing new software and hardware tools is something you excel at and enjoy doing.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.
• Prior use of business chat software like Slack or Teams (a plus).
• Prior use of project management software like Asana or MS Project (a plus).

Reporting:

• You will report to the Sales/Account Executive leading your designated team.

Cultural Fit:

• Self-sufficient and able to think ahead.
• One who takes direction well and also takes initiative in learning.
• Very detail oriented.
• Good-humored.
• Able to get along with different personalities.
• Able to handle pressure and time-sensitive situations.

Why Join the H&BP Team?

• H&BP is consistently growing.
• H&BP is just 30 minutes from Philadelphia, with no city wage tax.
• H&BP is a small company and a great place to learn a lot about the health insurance industry.
• You will be treated like family.
• You will have the opportunity to grow your career.
• You will be in a positive work environment where you are valued.
• You will be able to work remotely 1 day a week.

Compensation, Benefits & Time Off:

• Competitive salary.
• Health Insurance offered through Independence Blue Cross.
• Principal Employer paid Dental, Vision, STD, LTD Life, voluntary Life, voluntary accident, voluntary critical illness. No HSA
• Prescription plan.
• 401(k) with match.
• Paid holidays and vacation time

Location, Hours & Travel:

• Business is located in East Norriton, Pennsylvania.
• Hours are 9-5 with a half hour for lunch.
• This position is 4 days a week in office and 1 day a week remote.
• This role has little to no travel required of it.

More information:

• H&BP is an Equal Opportunity Employer.
• For more information about H&BP, please visit [please apply online] Type: Full-time

  Pay: $55,000.00 - $72,000.00 per year

  Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Disability insurance
  • Health insurance
  • Health savings account
  • Paid time off
  • Vision insurance

  Experience level:

  • 10 years
  • 11+ years
  • 3 years
  • 4 years
  • 5 years
  • 6 years
  • 7 years
  • 8 years
  • 9 years

  Schedule:

  • Monday to Friday

  Supplemental pay types:

  • Bonus pay
  • Yearly bonus

  Travel requirement:

  • No travel

  Ability to commute/relocate:

  • East Norriton, PA: Reliably commute or planning to relocate before starting work (Required)

  Work Location: One location