account manager Remote
Job description
Why You’ll Love This Opportunity!
Do you have experience managing small group (2-100 employees) employee benefits working at an insurance brokerage? Do you have other relevant experience that has helped form you into an employee benefits expert? Leverage this experience to build a rewarding and opportunity filled career with a company that prioritizes its most important resource - its people.
This is a FT work-from-home position, requring only a small amount of travel.
Client‐Centric Framework
Client Support at Vita starts with the end in mind. Would our clients enthusiastically recommend us to a friend or colleague? And, more importantly, what do we need to do on a day to day basis such that every customer interaction sets a foundation for that enthusiastic referral? At Vita, we see every interaction as an opportunity to do the following:
- Ensure an experience that enriches the lives we touch, and creates relationships worthy of loyalty
- Engage clients to provide an excellent level of knowledge‐based service that exceeds expectations
What we're looking for
- An individual who can effectively communicate how Employer Sponsored Health & Welfare Benefits work (e.g. Health, Dental, Vision, Life and AD&D, Disability, etc.)
- An individual w/ ‐ experience working w/ General Agents
- An individual w/ ‐ experience working w/ Small and Large employer groups
- An individual w/ ‐ experience configuring and maintaining Benefit‐Administration system/software (e.g., Ease, ADP)
- An individual w/ ‐ experience reading carrier source materials (e.g SBC, Certificate of Insurance, Carrier summary)
- An individual w/ ‐ knowledge of federal COBRA law
- An individual w/ ‐ knowledge of Pre‐Tax Benefits (e.g., FSAs, HSAs, HRAs, Commuter Benefits)
- An individual w/ ‐ data entry experience
- An individual w/ ‐ experience interfacing w/ customer contacts by phone and email
Job Description
Serve as the daily face of Vita at client accounts. Responsibilities include ownership of client experience outcomes and solutions.
Job Responsibilities
- Ownership of client experience and outcomes - Command and manage all aspects of client accounts, including client NPS
- Develop and maintain relationships with clients at an administrative level, as well as some at a decision-making level
- Build lasting relationships with insurance carrier partners and work directly with them on quotes/renewals;
- Solutions-oriented client planning and execution - Proactively work with clients to understand their needs to ensure they are engaged and getting the most value from all of Vita’s services, facilitate client meetings, as well as present new hire and OE meetings
- Build/update accurate cost models
- Proactively manage renewal process
- Confirm all necessary compliance processes and documentation
- Manage all policies, certificates, and contractual agreements
- Be an advocate for our clients and drive for resolution all claims and issues as they arise
- Engagement in training and development of other team members (e.g., Sr. Benefits Specialists)
- Show consistent growth in knowledge
- Ability to learn and utilize our Customer Service Management (CRM) system to maintain accurate service tracking and client information
- Meet or exceed all established performance standards
Requirements
- Effective communication skills via phone, email and video calls
- Able to work proactively both independently with minimal direction and collaboratively across multiple functions both externally and internally
- Able to prioritize tasks in accordance with company and department goals
- Strong attention to detail and an ability to multitask
- Strong collaboration and relationship building skills
- Excellent management skills and ability to practice discretion
- Bachelor’s degree preferred
- Minimum typing speed of 50 WPM
- 3+ years in employee benefits account management
- Health, Life, Accident Insurance Producer license preferred (required w/in 90 days of start)
- Proficiency in Microsoft Office 365 apps (Word, Excel, Outlook, SharePoint, Teams, and Dynamics CRM) a plus, but not required
What makes you stand out
- Have experience managing small group accounts (preferably small group accounts in Nor Cal)
We encourage everyone to apply who feels they can excel in this role, regardless of whether all requirements are met. At Vita, we recognize that excellence can come from many backgrounds and experience levels.
Vita
The Vita Companies is an employee benefits brokerage and consulting firm. Vita's mission is to provide a level of knowledge and service unsurpassed in the employee benefits industry.
Vita’s success is built on four core values that define how we behave:
- Knowledge ‐ Unparalleled commitment to knowledge that enriches the lives we touch is the foundation
- Service ‐ A level of service that consistently makes life easier & better is our goal
- Excellence ‐ A passion for measured excellence drives everything we do
- Relationships ‐ Developing meaningful relationships worthy of loyalty
Our values permeate through every aspect of Vita life, whether internal, with insurance carriers, or with our clientele.
We aspire to have Vita be a really great place to work. In addition to an excellent benefits package, it is complete with a robust wellness program with incentives, and many other perks!
Rewards
Starting salary dependent on location, experience, and education. An excellent benefits package including medical, dental, vision, long‐term disability, life insurance, 401(k) plan, and a comprehensive wellness program (with incentives) is offered.
VITA IS AN EQUAL OPPORTUNITY EMPLOYER
Salary is based on San Francisco Bay Area equivalent
Job Types: Full-time, Permanent
Pay: $100,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Paid time off
- Parental leave
- Vision insurance
- Work from home
Supplemental pay types:
- Bonus pay
Weekly day range:
- Monday to Friday
Work setting:
- Remote
License/Certification:
- California Life and Health Insurance License (Preferred)
Work Location: Remote
About The Vita Companies
CEO: Karl Hansen
Revenue: $1 to $5 million (USD)
Size: 51 to 200 Employees
Type: Company - Private
Website: www.vitacompanies.com
Year Founded: 1979
