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Senior Strategic Account Manager

2 months ago

Moorestown, United States Innovative Benefit Planning Full time
Job Overview

Position: Senior Strategic Account Manager

Company Overview

Innovative Benefit Planning is a pioneering organization led by women, dedicated to enhancing employee benefits, wellness initiatives, HR consulting, and group retirement strategies across the nation. For over three decades, our focus on prioritizing people has been fundamental to our mission.

Your Role and Contribution

In a dynamic environment, your voice will resonate. You will be more than just a participant; you will be a key player, essential to our mission of fostering significant advancements and growth. Your innovative ideas will serve as the driving force behind our progress, directly influencing our collective achievements.

Collaborative Culture

Collaboration is the cornerstone of our operations. You will engage closely with team members from diverse departments, nurturing a culture where every perspective is valued and considered.

Career Development

Your growth is a priority for us. We are committed to providing you with avenues to enhance your skills and advance your career. Your achievements are intertwined with ours, and we will partner with you to help you realize your full potential.

Daily Responsibilities of a Senior Strategic Account Manager:

As a full-time Senior Strategic Account Manager, you will strengthen and broaden relationships with our clients, ensuring growth and profitability within our Employee Benefits sector.

Key Responsibilities:

  • Manage strategic planning and provide consulting services to clients, including overseeing the preparation of Requests for Proposal (RFP), coordinating vendor responses, analyzing and comparing RFP submissions, and creating comprehensive client reports with actionable recommendations.
  • Engage with all relevant stakeholders associated with clients.
  • Facilitate effective communication and implement action plans related to client compliance.
  • Oversee the onboarding of new clients and the implementation of annual renewals.
  • Ensure timely delivery of the "Annual Service Calendar" commitments.
  • Maintain consistent and effective communication with clients.

Additional Responsibilities: Consulting

  • Supervise daily projects of selected account managers and staff within the employee benefits practice to ensure exceptional client satisfaction, as evidenced by consistently positive feedback.
  • Assess the educational needs of account management personnel and coordinate training sessions to enhance proficiency.
  • Participate in regular meetings with leadership to discuss account management and operational matters.
  • Conduct meetings with staff to address current issues relevant to the company or industry.
  • Stay informed about industry developments through ongoing education and certification programs.
  • Adapt and refine internal service systems and processes in response to market changes or organizational needs.
  • Embrace and promote a culture of care within the organization, ensuring that this philosophy is reflected in all interactions with clients, vendors, and colleagues.
  • Support efforts to generate new business opportunities with existing clients.
  • Assist in the development and market introduction of new products or services.
  • Engage in seminars targeting our key markets.
  • Design, coordinate, and assess benefit plans for clients with diverse funding structures.
  • Establish professional relationships with service providers and insurance companies.
  • Negotiate vendor contracts to align with organizational performance standards.
  • Implement metrics to evaluate program effectiveness.
  • Perform other duties as assigned.

Essential Skills:

  • Comprehensive knowledge of employee benefit programs and consulting, including legal, tax, and administrative considerations.
  • Proficiency in Microsoft Office Suite, particularly Excel.
  • Strong organizational skills with the ability to manage multiple projects and deadlines.
  • Experience in delegating tasks and following up on assignments.
  • Effective communication skills for interacting with various carriers and vendors.
  • Willingness to travel to client locations as needed.
  • Strong critical thinking and decision-making abilities.

Why Choose Innovative Benefit Planning?

We foster a culture that prioritizes your professional growth and supports your career goals. We celebrate diversity and are dedicated to creating an inclusive workplace.

Life at Innovative:

  • We offer a hybrid work model to promote a healthy work-life balance.
  • Enjoy competitive benefits and a vibrant workplace designed for your success, including:
    • Medical, dental, vision, life, and disability insurance.
    • 401(k) plan with employer contributions.
    • Life insurance and disability coverage.
    • Tuition reimbursement programs.
  • Competitive salary.
  • Flexible paid time off policy, with two weeks of PTO in the first year and open PTO thereafter.
  • Sixteen hours of paid volunteer time off each year.

Our Culture:

We promote a team-oriented environment with regular celebrations, including:

  • Team-building activities.
  • Monthly employee recognition initiatives.
  • Complimentary snacks and refreshments in the office.
  • Commitment to wellness programs and events.

Qualifications:

  • Bachelor's degree or equivalent experience.
  • 5+ years of experience in Employee Benefits.
  • Valid Life and Health Insurance License.

Become a part of Innovative Benefit Planning and make a significant difference in the lives of our clients and their employees. We are an equal opportunity employer.