Are you looking for a career, not just a job?
At Custom Design Benefits, our growth is fueled by a clear vision, disciplined execution, and a team that leads with values. We’re guided every day by what matters most:
1. Take Care of Our Clients
2. Be Positive and “Bring It”
3. Deliver Results
4. Be a Great Teammate/Collaborate
Tasks:
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Develop a trusted advisor relationship with key accounts, customer stakeholders and executives.
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Ensure the timely and successful delivery of our solutions according to customer needs and objectives.
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Prepare internal and external documentation/communication materials for assigned customers.
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Manage the implementation process with the customer & internal team members (eligibility, operations, claims, finance, etc.)
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Responsible for keeping current clients satisfied and delivering exceptional client service on a day-to-day basis to achieve a 95% Excellent Rating.
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Prepare internal and external documentation/communication materials for assigned customers.
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Work closely with the customer & broker to make sure eligibility, plans, banking, contracts & website are correctly set up.
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Maintain plan profile for all groups (new and existing).
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Maintain new customer implementation & termination checklists.
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Review Summary Plan Description for customers.
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Train new customers on website functionality.
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Stay abreast of industry & government changes affecting group insurance & maintain an awareness of existing & developing rules & regulations.
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Forecast and track key account metrics according to team performance objectives.
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Communicate clearly the progress of monthly/quarterly initiatives to internal and external stakeholders.
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Other duties as assigned.
Our Ideal Candidate:
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Excellent Communicator
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Learner
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Critical Thinker
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Problem Solver
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Positive
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Reliable
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Self-Starter
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Achiever
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Team Player
