Relationship Account Manager

Are you looking for a career, not just a job? At Custom Design Benefits, we are a team built with CARE - Commitment, Accountability, Respect & Integrity, and Excellence. We are a third-party administrator who manages healthcare benefits for our self-funded clients. We are looking for a Relationship Account Manager to join our Cincinnati location. If you are a self motivated, relationship builder who cares about providing great solutions for customers, this role is for you!

Custom Design Benefits is big on creating a collaborative workplace that encourages, recognizes and celebrates their employees while also providing 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

• Develop a trusted advisor relationship with key accounts, customer stakeholders and executives.
• Ensure the timely and successful delivery of our solutions according to customer needs and objectives.
• Prepare internal and external documentation/communication materials for assigned customers.
• Manage the implementation process with the customer & internal team members (eligibility, operations, claims, finance, etc.)
• Responsible for keeping current clients satisfied and delivering exceptional client service on a day-to-day basis to achieve a 95% Excellent Rating.
• Prepare internal and external documentation/communication materials for assigned customers.
• Work closely with the customer & broker to make sure eligibility, plans, banking, contracts & website are correctly set up.
• Maintain plan profile for all groups (new and existing).
• Maintain new customer implementation & termination checklists.
• Review Summary Plan Description for customers.
• Train new customers on website functionality.
• Stay abreast of industry & government changes affecting group insurance & maintain an awareness of existing & developing rules & regulations.
• Forecast and track key account metrics according to team performance objectives.
• Communicate clearly the progress of monthly/quarterly initiatives to internal and external stakeholders.
• Other duties as assigned.

Requirements

• Excellent Communicator
• Learner
• Critical Thinker
• Problem Solver
• Positive
• Reliable
• Self-Starter
• Achiever
• Team Player