Relationship Account Manager

4 weeks ago


Cincinnati, United States HR Elements Full time
Job DescriptionJob DescriptionAre you looking for a career, not just a job? At Custom Design Benefits, we are a team built with CARE – Commitment, Accountability, Respect & Integrity, and Excellence. We are a third-party administrator who manages healthcare benefits for our self-funded clients. We are looking for a Relationship Account Manager to join our Cincinnati location. If you are a self motivated, relationship builder who cares about providing great solutions for customers, this role is for you 

Custom Design Benefits is big on creating a collaborative workplace that encourages, recognizes and celebrates their employees while also providing great benefits including:
  • Medical, Dental and Health Insurance
  • Competitive match 401(K)
  • A fun work environment that promotes work/life balance and process improvement
  • Professional Development
  • Quarterly bonuses
  • Tuition reimbursement

Responsibilities:
  • 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. 

Requirements: 
  • Excellent Communicator 
  • Learner 
  • Critical Thinker 
  • Problem Solver 
  • Positive 
  • Reliable 
  • Self-Starter 
  • Achiever 
  • Team Player

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