The Board of Pensions of the Presbyterian Church (U.S.A.) · 1 week ago
Specialist, Senior Account Management
Philadelphia, PA
Full-time
Onsite
Senior Level
5+ years expThe Board of Pensions of the Presbyterian Church (U.S.A.) is seeking a Senior Account Management Specialist to provide operational assistance and serve as the primary contact for assigned accounts. The role involves interpreting benefits plans, facilitating employer-related issues, and maintaining relationships with key accounts to support membership growth.
FinanceFinancial ServicesNon Profit
Hiring Manager
Jessica Rolon
Responsibilities
Ensures clients are timely with dues payments by performing billing reconciliation
Provides consultative service to Churches, Affiliate Employers, key accounts, and members to ensure clients and members understand the value of the Benefits Plan and how to capitalize on their benefits
Processes Employer Agreements with all employers to establish a contract between the Board and the employer which outlines the benefits they will offer to each of their employee groups
Processes assistance grants to ensure grants are processed quickly and accurately to help members in need
Partners with Affiliate Employers and large churches to support employer onboarding for a smooth transition from sale to service and to support annual enrollment to provide employers and members with a clear understanding of their benefits and how to complete enrollment for the new plan year
Provides clients with data on Call to Health employee participation so clients can adjust their communication strategy to encourage participation
Interprets and promotes the Benefits Plan and Assistance Program while facilitating employer-related issues to grow membership
Qualification
Required
Bachelor's degree or equivalent experience in lieu of degree
Minimum 5 years' experience in benefits administration, employee benefits, account management, or equivalent experience
Proficiency in Microsoft Office suite
Proficiency with computerized benefits administration systems and customer care technologies
Excellent analytic and system literacy skills and a strong ability to review, analyze and make necessary recommendations
Problem solving and critical thinking skills to help to identify solutions to unique customer needs
Time management skills to prioritize tasks and ensure service is completed in a timely manner
The ability to build rapport with employers and remain calm and focused
The ability to comprehend and communicate medical and benefits information in lay-person's terms
The ability to work well with diverse groups and all levels of management to ensure the Board is consistent in its delivery of service
The ability to travel occasionally to represent the Board of Pensions
An ability, interest and desire to stay current via seminars, industry literature, and formal training and development
Preferred
Salesforce experience is preferred
Benefits
Medical, dental, and vision coverage.
Defined benefit pension plan.
403(b)(9) retirement savings plan.
Generous paid time off, including sick time, holidays, and 22 days of personal leave.
Tuition assistance.
Employee Assistance Plan and other health and well-being resources.
Employer-paid death benefits with opportunities to purchase additional coverage.
Employer-paid Short-Term and Long-Term disability coverage.
Access to the Board’s education and grant assistance programs.
Discount programs on entertainment, travel, and more.
Satisfaction gained from working for a service-oriented employer.
Volunteer and other service opportunities in the community at large.
Company
The Board of Pensions of the Presbyterian Church (U.S.A.)
The Board of Pensions of the Presbyterian Church (U.S.A.) is a nonprofit company that offers financial plans and solutions.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
F
Frank C. Spencer
President & CEO
Company data provided by crunchbase