Job description

Posting on behalf of Custom Design Benefits

Account Representative

Custom Design Benefits is the Cincinnati area’s largest independent, full-service Third Party Administrator (TPA) of self-funded health benefit plans. They are looking for someone enthusiastic and client focused to support the Sales and Account Managers. This role is responsible for renewing existing accounts for service lines (medical, dental, vision), requesting information relative to RFPs received and renewals, identifying viable prospects, development of strong insurer and network relationships, and securing competitive stop loss bids.

Work part-time from home with a hybrid work schedule!

Custom Design Benefits is big on creating a collaborative workplace that encourages, recognizes and celebrates their employees. They also provide 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:

• Entering RFP, renewal, opportunity, and broker information into Salesforce and assists in creating close strategies with the Sales and/or Account Manager.
• Coordinate request for proposal process from receipt of RFP through sale of product/service and renewals.
• Review of initial RFP materials to determine missing information and barriers to stop loss.
• Discussion with sales manager to understand strategic sales direction or if internal declination protocols apply.
• Communication with broker/agent to obtain missing and additional competitive information.
• Effectively utilize Salesforce by entering accurate and timely information updates, documentation of milestone events, and assigning necessary tasks for project workflow.
• Shopping for competitive Stop Loss Insurance by providing timely reporting for client renewals including negotiations.
• Other duties as assigned.

Requirements:

• Experience working in sales, client/account support, data analyst or similar role
• Knowledge of working with a CRM preferred
• MS Office proficient, with exceptional Excel capabilities.
• Able to manage multiple projects concurrently, with the capacity to prioritize and deliver accurate and timely results.
• Excellent oral and written communication skills.
• Advanced problem solving and critical thinking skills, with a strong mathematical proficiency.

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k) matching
• Flexible schedule
• Health insurance
• Paid time off

Schedule:

• Day shift
• Monday to Friday

Ability to commute/relocate:

• Cincinnati, OH 45247: Reliably commute or planning to relocate before starting work (Preferred)

Work Location: One location

gatheringourvoice.org is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, gatheringourvoice.org provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, gatheringourvoice.org is the ideal place to find your next job.