Forecast Planning Manager jobs in Philadelphia, PA

Join Our Team as an Account Manager!

About Us

Innovative Benefit Planning is a woman owned business that thrives on innovation and integrity, shaping employee benefits, wellness, HR Consulting, and group retirement planning nationwide. For 35 years, our commitment to putting people first has been at the heart of everything we do.

Your Impact Matters!

In a smaller company, bureaucracy does not dilute your influence. Your insights will be heard, valued, and acted upon. You will not be just another cog in the machine - you will be a linchpin, an indispensable part of the team driving meaningful change and growth. Your ideas will be the catalyst for innovation, and your efforts will directly contribute to our success story.

Collaborative Environment

Collaboration is not just a buzzword here; it is the essence of how we operate. You will have the opportunity to collaborate closely with colleagues from various departments, fostering an environment where every voice is heard, and every opinion matters.

Professional Growth

Your professional development is not just a checkbox; it is a commitment. We are invested in your growth and provide you with opportunities to expand your skills and advance your career. Your success is our success, and we will work together to ensure you reach your full potential.

If you are ready to make a real impact, take ownership of your work, and be an integral part of a thriving company, your journey towards professional fulfillment starts here.

A day in the life as an Account Manager:

As a full-time Account Manager, you will play a pivotal role in ensuring a positive experience between Innovative and our clients.

Responsibilities include:

Client Lifecycle Management:

• Progressive project management for the timely renewal process concerning quality, deadline, workflow, communication, and carrier coordination.
• Collaborate with Underwriting to ensure the production of Requests for Proposal (RFP), coordination of vendor responses, analysis and comparison of RFP responses, and preparation of a client report with recommendation.
• Facilitate communication, and all other action plans associated with client complain.

Client Implementation: New and Existing Clients

• Set up and coordinate all group benefit administration services (FSA, COBRA, HRA, HSA)
• Oversee and verify that all client company information is correctly entered into the IBP Database.
• Engage in regular client communications to build a strong relationship. Address potential questions, deliverables, projects, and function as the main point of contact for the client's needs.
• Create and manage all client deliverables.
• Adhere to all client workflows to ensure consistent and accurate service delivery.
• Develop and manage the "Annual Service Calendar" for clients.

Client Communications and Technology

• Oversee and/or prepare "New Hire and Open Enrollment Guides" and Client communication technology platforms.
• Organize, schedule, and lead Open Enrollment Meetings. (Live and virtual) Support Implementation and Administration of benefit administrative systems
• All other duties assigned.

CORE COMPETENCIES:

• Demonstrate a thorough knowledge of employee benefit programs, employee benefit consulting, and the legal tax and administrative issues pertaining to them as measured by licensing, accreditation, certification, testing and training in each field.
• A proficient knowledge in group benefit programs, such as Medical, Dental, Life, and Disability Insurance.
• The ability to effectively interact and communicate with various insurance carriers and vendors.
• Ability to present services at client and employee meetings.
• A willingness to continually upgrade their knowledge and understanding of the insurance industry and desire to advance within the organization.
• Proficiency with Microsoft Office Suite to include Word, Outlook, PowerPoint, and particularly Excel.
• A high degree of organization and the ability to prioritize managing multiple projects, tasks, and deadlines.
• Experience delegating and following up on work assignments.
• A sense of urgency and ownership in all you do and the ability to work independently and exercise discretion in client plan strategy and selections.
• Excellent verbal and written communication skills; good listener.
• Critical Thinking / Decision making - able to identify problems or opportunities and develop solutions.

Why Innovative?

Join a culture that values your growth and supports your career aspirations. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Life at Innovative:

• We offer a hybrid work environment to ensure a positive work life balance.
• Enjoy competitive benefits and a vibrant workplace designed for your success.
  • Medical, dental, vision, life, and disability plans
  • 401(k) plan with employer contributions
  • Life insurance and disability coverage
  • Legal Shield/ID Shield options
  • Tuition Reimbursement program
• Competitive salary
• Flexible PTO policy with 2 weeks of PTO for the first year and open PTO after your 1-year anniversary
• Sixteen hours of paid Volunteer Time Off annually

Culture at Innovative:

We cultivate a team environment with special celebrations including:

• Team building events.
• Monthly employee recognition.
• Endless snacks and freebies in the office cafe.
• Commitment to workplace wellness programs and events.

About You:

• 3-5 years of experience in the Insurance field,
• Current Life & Health License
• Preferably 1-3 years of experience as an Account Manager

Join us at Innovative Benefit Planning and make a meaningful impact on the lives of our clients and their employees. If you are a dedicated professional with a passion for client success and meet the qualifications outlined above, we invite you to apply here: www.ibpllc.com/careers

Innovative Benefit Planning is an equal opportunity employer.