Benefits Account Manager

2 weeks ago


Inverness, Florida, United States CHERRY CREEK INSURANCE AGENCY, Inc. Full time
Job Title: Client Manager

At Cherry Creek Insurance Agency, Inc., we are seeking a highly skilled Client Manager to join our team. As a Client Manager, you will serve as the primary point of contact for assigned client accounts, building and maintaining strong relationships based on trust and proactive communication.

Key Responsibilities:
  • Develop and implement tailored benefits solutions for clients, understanding their organizational goals and employee demographics.
  • Coordinate the implementation and ongoing management of employee benefit plans, ensuring smooth enrollment processes and resolving issues.
  • Advocate on behalf of clients with insurance carriers and benefit providers to resolve issues and optimize service delivery.
  • Monitor and evaluate existing benefit programs, recommending adjustments or improvements based on utilization trends and client feedback.
  • Stay updated on industry regulations and compliance requirements related to employee benefits, advising clients on compliance matters and ensuring adherence to regulatory standards.
  • Lead the renewal process for client benefit plans, including negotiation of terms and conditions with carriers.
  • Analyze renewal proposals and recommend adjustments or alternative options to meet client objectives.
  • Develop and deliver employee communication materials related to benefit plans, open enrollment, and policy changes.
  • Conduct employee meetings or seminars to educate and engage employees in understanding their benefits.
  • Work with Underwriter on financial analysis of benefit plans, including cost projections, claims experience, and utilization trends.
  • Prepare client-facing reports and presentations summarizing key findings and recommendations.
  • Identify opportunities for additional services or products that benefit clients and support business growth.
  • Collaborate with Sales teams to expand client relationships and acquire new business opportunities.
  • Work closely with internal teams to deliver comprehensive client solutions.
Qualifications:
  • Bachelor's degree preferred.
  • Must hold Life & Health insurance license for the State of Colorado or be willing to obtain one within an agreed-upon timeframe.
  • Proactive participation in continuing education classes.
Work Experience:
  • 2+ years of experience in Employee Benefits Account Management required.
  • 2 years of similar or related experience preferred.
Functional/Technical Knowledge & Skills:
  • Ability to work in a fast-paced environment with minimal instruction and a high degree of accuracy and attention to detail.
  • Sets priorities and manages workflow to ensure efficient, timely, and accurate deliverables.
  • Ability to manage and negotiate multiple priorities and deadlines.
  • Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors, and other business contacts.
  • Keep informed regarding industry knowledge, new product information, legislation, coverage, and technology to continuously improve knowledge and performance.
  • Interact with others effectively by utilizing good communication skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the company.
  • Strong written, oral, and interpersonal communication skills.
  • Strong functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates.
  • Advanced problem-solving and critical thinking skills.
  • Ability to carry out complex tasks with many concrete and abstract variables.


  • Inverness, Florida, United States CHERRY CREEK INSURANCE AGENCY, Inc. Full time

    Job Title: Client ManagerAt Cherry Creek Insurance Agency, Inc., we are seeking a highly skilled Client Manager to join our team. As a Client Manager, you will serve as the primary point of contact for assigned client accounts, building and maintaining strong relationships based on trust and proactive communication.Key Responsibilities:Develop and implement...

  • Tax Accountant CPA

    4 weeks ago


    Inverness, Florida, United States Campbell & Company, Wealth Advisors, and Certified Public Accountants Full time

    Job Description:We are seeking a highly skilled and experienced CPA Tax Accountant to join our team at Campbell & Company, Wealth Advisors, and Certified Public Accountants. As a leading Wealth Management & CPA Firm, we are committed to delivering exceptional service to our clients and providing a dynamic work environment for our team members.Key...


  • Inverness, Florida, United States SilverTech Full time

    Job DescriptionSchmieder has been connecting the right people with the right companies for over 30 years. With just one application, you can benefit from our extensive network.We are looking for a full-time or part-time (minimum 20 hours/week) employee for asset management. The position is to be filled directly as a permanent employee.Your...

  • Credit Manager

    1 week ago


    Inverness, Florida, United States BUDDYS HOME FURNISHING Full time

    Job SummaryWe are seeking a highly skilled and experienced Credit Manager to join our team at Buddys Home Furnishing. The successful candidate will be responsible for managing customer accounts, ensuring timely rental/lease agreement renewal payments, and maintaining company standards for renewals, delinquencies, and store collections.Key...

  • Credit Manager

    7 days ago


    Inverness, Florida, United States BUDDYS HOME FURNISHING Full time

    Job Title: Credit ManagerBuddys Home Furnishing is seeking a highly skilled Credit Manager to join our team. As a Credit Manager, you will play a crucial role in ensuring the safe, professional, and profitable operations of our store.Key Responsibilities:Acquire and maintain customers through effective communication and relationship-building.Act as a...


  • Inverness, Florida, United States Trek Bikes Full time

    Job Title: Service ManagerAs a Service Manager at Trek Bikes, you will be responsible for leading the operations of our Service Center and ensuring that every customer has an exceptional experience. You will be the primary service advisor, integrating the sales and service experience, while holding your team accountable for delivering Trek's signature...


  • Inverness, Florida, United States HealthTrust Workforce Solutions HCA Full time

    Job Title: Travel Nurse RN Case ManagementHealthTrust Workforce Solutions HCA is seeking a skilled travel nurse RN Case Management professional to join their team in Inverness, Florida.Job Description & RequirementsSpecialty: Case ManagementDiscipline: RNEmployment Type: TravelAs a travel nurse RN Case Management professional, you will be responsible for...


  • Inverness, Florida, United States Stellar Innovations Full time

    Unlock Your Potential as a Management AssistantAre you detail-oriented, organized, and passionate about delivering exceptional customer service? Do you have a knack for working with people and managing tasks with ease? If so, our Management Assistant training program is the perfect fit for you.What You'll LearnIn this comprehensive training program, you'll...


  • Inverness, Florida, United States Stellar Innovations Full time

    Training as a Management Assistant for Office Management (m/f/d)Are you skilled at organizing and coordinating tasks? Do you have a talent for interacting with people? Then a training as a management assistant for office management is ideal for you.What You Will Learn from UsYou will learn all commercial and organizational tasks in the sales and service...


  • Inverness, Florida, United States BUDDYS HOME FURNISHING Full time

    About BUDDYS HOME FURNISHINGWe are seeking a highly motivated and organized individual to join our team as a General Manager In Training. As a GMIT, you will be responsible for learning the ins and outs of our retail store operations and preparing for a future management role within the company.Key Responsibilities:Assist in the daily operations of the...


  • Inverness, Florida, United States Professional Beauty Brands Incorporated Full time

    Job DescriptionJob DescriptionPosition OverviewJob Title: Assistant Salon Manager Division: Salon OperationsReports To: General Manager/Salon ManagerDirect reports: Salon AssociatesJob SummaryThe Assistant Salon Manager is a key member of the salon team, responsible for overseeing all aspects of salon operations and ensuring exceptional guest service. This...

  • Store Manager

    2 weeks ago


    Inverness, Florida, United States BUDDYS HOME FURNISHING Full time

    Job SummaryWe are seeking a highly skilled and experienced General Manager to lead our store operations at BUDDYS HOME FURNISHING. The successful candidate will be responsible for directing and coordinating store activities to ensure safe, professional, and profitable operations.Key ResponsibilitiesDevelop and implement sales and marketing strategies to...


  • Inverness, Florida, United States BUDDYS HOME FURNISHING Full time

    Job SummaryWe are seeking a highly motivated and organized General Manager In Training to join our team at Buddys Home Furnishing. As a GMIT, you will be responsible for learning and developing the skills necessary to run a store location effectively.Key ResponsibilitiesAssist in the daily operations of the store, including managing inventory, processing...


  • Inverness, Florida, United States Panera Bread Full time

    About the RoleWe are seeking a highly motivated and organized Catering Lead to join our team at Panera Bread. As a Catering Lead, you will be responsible for owning the success of our catering operations, communicating with and supporting our catering customers, managing the production of catering orders, and ensuring extraordinary guest experiences.Key...


  • Inverness, Florida, United States Host Healthcare Full time

    Job DetailsHost Healthcare is seeking a skilled travel nurse RN Case Management professional for a challenging assignment in a dynamic healthcare setting.Key Responsibilities:Provide high-quality patient care as a Registered Nurse in the Case Management department.Collaborate with healthcare teams to develop and implement effective care plans.Conduct...


  • Inverness, Florida, United States Host Healthcare Full time

    Job Title: Travel Nurse RN Case ManagementHost Healthcare is seeking a skilled travel nurse RN Case Management professional to join our team.About the JobWe are looking for a dedicated and compassionate Registered Nurse to provide case management services in a travel nursing setting. As a travel nurse RN Case Management, you will be responsible for...


  • Inverness, Florida, United States JobGet Full time

    Job Title: Travel Nurse RN Case ManagementCross Country Nurses is seeking a skilled travel nurse RN Case Management professional to fill a challenging role in a dynamic healthcare environment.Job Description & RequirementsSpecialty: Case ManagementDiscipline: RNDuration: 13 weeks40 hours per weekShift: 8 hours, daysEmployment Type: TravelAs a case management...


  • Inverness, Florida, United States Supplemental Health Care Full time

    Job DescriptionSupplemental Health Care is seeking a skilled Travel Nurse RN Case Manager to join our team.Job SummaryWe are looking for a highly motivated and experienced Registered Nurse to fill a Case Management position in a hospital setting. The ideal candidate will have a strong background in case management and be able to work independently with...


  • Inverness, Florida, United States HCA Florida Citrus Hospital Full time

    Job SummaryThe Director of Supply Chain Operations is responsible for overseeing the daily operations of all supply chain functions within HCA Florida Citrus Hospital. This includes inventory management, vendor relationship management, and managing supply expense in accordance with plans and objectives.Key ResponsibilitiesLead and manage all facility Supply...

  • Nurse Practitioner

    2 weeks ago


    Inverness, Florida, United States Quick Care Med Full time

    Job Title: Nurse PractitionerQuick Care Med is seeking a skilled and compassionate Nurse Practitioner to join our team. As a key member of our urgent care team, you will provide high-quality patient care and contribute to the delivery of exceptional healthcare services.Job SummaryWe are looking for a dedicated and detail-oriented Nurse Practitioner to work...