Benefit Manager at Planstin

St. George, Utah, United States -

Full Time

Start Date

Immediate

Expiry Date

18 Feb, 26

Salary

65000.0

Posted On

20 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Management, Communication Skills, Interpersonal Skills, Problem Solving, Multitasking, Time Management, Sales Target Achievement, Health Insurance Knowledge, CRM Software Proficiency, Microsoft Office Proficiency

Industry

Business Consulting and Services

Description

About the role We are expanding our Benefit Manager team and looking for a skilled account executive to join our growing company. A Benefit Manager is responsible for building and maintaining relationships with our clients, ensuring their satisfaction with our services, and identifying opportunities for growth. They will conduct regular check-ins with clients and address inquiries, resolve issues, and prepare them for successful contract renewals. This role is for you if you enjoy client facing work, building and maintain rapport, and managing multiple accounts. What you'll do Serve as the primary point of contact for assigned clients, responding to inquiries and resolving issues in a timely and professional manner. Manage onboarding of new clients, ensuring all their specifications are met, open enrollment runs smoothly, and they have a positive introduction to our services. Conduct regular check-ins with clients to review their account status, address any concerns, and identify opportunities for upselling additional services. Collaborate with internal teams to develop customized solutions that meet each client's unique needs. Provide ongoing training and support to clients on the use of our products and services. Monitor and analyze client usage data to identify trends and opportunities for improvement. Prepare each client for a successful renewal, implementing enhancements where possible. Develop and maintain a deep understanding of our industry and competitive landscape to effectively position our services and differentiate us from our competitors. Maintain accurate records of client interactions and sales activity in our CRM system. Qualifications Bachelor's degree in business, marketing, or a related field or equivalent experience. Current Life + Health Insurance License required preferred, if not be able to obtain within the first 60 days of employment. Planstin will cover the costs for you to test and obtain study material to prepare. 3+ years of experience in a client-facing account management role. Strong communication, interpersonal, and problem-solving skills. Ability to multitask, prioritize, and manage time effectively. Proven track record of meeting or exceeding sales targets. Familiarity with health insurance administration and regulations preferred. Proficiency in CRM software and Microsoft Office Planstin's Employee Benefits: As a Benefit Manager at Planstin Administration, you will earn a competitive compensation package expected to start at a $60,000-$65,000 base salary and generous commission structure based on new customers and retention. Total annual compensation could be $75,000+. 12 paid holidays plus 3 weeks of paid time off to balance work and life. Comprehensive insurance coverage including health, dental, vision, and accident plans tailored for your well-being. Invest in your future with a 401k plan backed by a solid 4% match from us. Perk of free snacks and regular lunches available onsite in our St. George, Utah office. Take your career to new heights with our dedicated training programs and a team environment that’s all about support and growth. Build strong connections with colleagues at our frequent, fun team-building events.

Responsibilities

The Benefit Manager serves as the primary point of contact for assigned clients, managing onboarding and ensuring a smooth open enrollment process. They conduct regular check-ins, address concerns, and collaborate with internal teams to develop customized solutions for clients.