Job Description

CLIENT SUPPORT / ACCOUNT MANAGER NEEDED IN THE EMPLOYEE GROUP BENEFITS FIELD. 1 HEADCOUNT AVAILABLE. SUPPORT ENROLLED CLIENT SITES FOR A VOLUNTARY "CONCIERGE MEDICAL" GROUP PRODUCT. CONCIERGE MEDICAL IS ONE OF THE FASTEST GROWING PRODUCT SPACES IN THE EMPLOYEE GROUP BENEFITS ARENA. IDEAL APPLICANT COULD COME FROM ONE OF THE FOLLOWING BACKGROUNDS:

• Currently working in group benefits account management and want to change jobs for better pay and bonuses.
• Former sales representative who is stepping back into a non-commission, client support role, and no longer wants the pressure of sales.
• Early-career individual with (college internship / "first-job") exposure to employee group benefits / broker channel, AND who has a combined 3 years' experience in post-sale customer support through other jobs you've held.

THIS PRODUCT IS A SUPPLEMENTAL GROUP MEDICAL BENEFIT SOLD TO LARGE AND SMALL GROUP EMPLOYERS. Product is marketed through commercial insurance broker channels. Employees enroll in the product during annual benefit open-enrollment, or during new-hire onboarding. There is a lot of exposure in this role.

You know this job! You know the strong multi-tasking and follow-up skills required! You've done a combined version of it somewhere else for at least 3 years (or much longer)! Maybe you're in a rut. Maybe you're unappreciated. Maybe the office space is boring. Maybe you are tired of those "chainsaw personalities" that dominate every meeting. So, why not talk to our recruiter? Our workplace is different. Send us your resume.

WHAT WILL THE ROLE BE?

You will be the lead contact for all enrolled client sites during the post-sales cycle and contract renewal process. THIS IS NOT A SALES ROLE. IT'S FOR CLIENT / ACCOUNT SUPPORT, POST-SALE -- AFTER THE BUSINESS CONTRACT IS SIGNED. Communicate daily with clients and insurance brokers. Do follow-up, outreach, and relationship management. Coordinate webinars and presentations, including travel 10-20% to employer sites. (Occasional overnights.) Maintain all client and broker notes in the CRM. Your job is to support the client account AFTER the sales contract has been signed. Therefore, this is a critical role with team meetings, emails, customer calls, and occasional site visits. It's a gatekeeper role. It's all about multi-tasking and lots of follow-up. Computer systems are MS Office / intermediate Excel; Netsuite ERP; and Oracle CX CRM. First preference given to qualified applicants who are also Spanish bilingual.

WHY WORK HERE?

• 40-employee office near Loop 360 / Pennybacker Bridge overlook.
• Huge internal growth, with career advancement.
• Supportive work culture, where we value hard work and keep things light, have fun.
• Salary negotiable, based on experience.
• 6% annual performance bonus opportunity, paid quarterly based on achieving defined objectives.
• First 60 days full time in office, then flexible telecommute OPTION of 1-2 days per week. No exceptions.

DETAILED JOB DESCRIPTION WILL BE EMAILED BY OUR OFF-SITE HR REP. SHE WILL CALL YOU TO GIVE EXTENSIVE DETAILS ABOUT THE ROLE AND THE BUSINESS CULTURE.

HUMAN RESOURCES / NEXT STEPS: Off-site HR representative is handling search. YOUR FIRST CONTACT WILL COME FROM MOBILE PHONE (586 AREA CODE). Detailed job description will be emailed to identified candidates. Screening process includes candidate questionnaire; recruiter phone interview; then Microsoft Teams interviews and face-to-face. Candidates will be screened at each stage to determine if they advance to the next step.

Company Description

Claudia Tusset is an off-site recruiter with 25 years' experience. She represents the HR function of the employer and is NOT functioning as a headhunter. Recruiter will call you from a (586) area code, so be sure to check your voice mail!