Careers

This position creates broker distribution networks to promote the Difference Card product suite and help employers to reduce their health insurance spend, while maintaining great benefits for employees.

· Identifying potential strategic broker partners

· Selling to customers in the 50 – 500 employee range through broker partners

· Accountable for prospect from presale through implementation.

· Providing the necessary broker support for successful education and implementation of the Difference Card. This includes interacting with broker partner teams and conducting broker education meetings to ensure thorough explanation and understanding of the product.

· Develop and maintain key internal relationships.

· Understand customer needs and provide value-added consultation.

· Present a positive image of the Difference Card in the marketplace.

· Understanding the importance of Wellness and the pivotal role it plays in the employee benefits arena.

Position Metrics

· Activity: 8 broker meetings per week and 10 client meetings per month

· Opportunity: 10 RFP’s per month resulting in 18,500 quoted lives per year

· Close Ratio: 22 sold accounts per year with 1,850 enrolled new business lives

Education and Licensure Requirements

· Bachelor’s degree or experience otherwise equivalent to a bachelor’s degree.

· State Health Insurance License or ability to obtain a state health insurance license within three months of starting position

Skills and Experience

· Two years’ experience in the broker / employer group benefits industry

· Excellent public speaking skills with ability to present to business decision makers, brokers and employees and influence outcomes.

· Superior presentation skills both in person and virtual capacity, experience utilizing Zoom and Microsoft Teams preferred.

· Proficiency in Microsoft Outlook, PowerPoint, Word, Excel, and Salesforce

· History of new business sales success

· Strong network of group health insurance brokers and consultants

Apply Here

This position creates broker distribution networks to promote the Difference Card product suite and help employers to reduce their health insurance spend, while maintaining great benefits for employees.

· Identifying potential strategic broker partners

· Selling to customers in the 50 – 5,000 employee range through broker partners

· Accountable for prospect from presale through implementation.

· Providing the necessary broker support for successful education and implementation of the Difference Card. This includes interacting with broker partner teams and conducting broker education meetings to ensure thorough explanation and understanding of the product.

· Develop and maintain key internal relationships.

· Understand customer needs and provide value-added consultation.

· Present a positive image of the Difference Card in the marketplace.

· Understanding the importance of Wellness and the pivotal role it plays in the employee benefits arena.

Position Metrics

· Activity: 8 broker meetings per week and 10 client meetings per month

· Opportunity: 10 RFP’s per month resulting in 18,500 quoted lives per year

· Close Ratio: 22 sold accounts per year with 1,850 enrolled new business lives

Education and Licensure Requirements

· Bachelor’s degree or experience otherwise equivalent to a bachelor’s degree.

· State Health Insurance License or ability to obtain a state health insurance license within three months of starting position

Skills and Experience

· Two years’ experience in a sales role in employer group benefits or relevant industry

· Excellent public speaking skills with ability to present to business decision makers, brokers and employees and influence outcomes.

· Superior presentation skills both in person and virtual capacity, experience utilizing Zoom and Microsoft Teams preferred.

· Proficiency in Microsoft Outlook, PowerPoint, Word, Excel, and Salesforce

· History of new business sales success

· Strong network of group health insurance brokers and consultant

Apply Here

Role and Responsibilities

This position creates broker distribution networks to promote the Difference Card product suite and help employers to reduce their health insurance spend, while maintaining great benefits for employees.

· Identifying potential strategic broker partners

· Selling to customers in the 50 – 5,000 employee range through broker partners

· Accountable for prospect from presale through implementation.

· Providing the necessary broker support for successful education and implementation of the Difference Card. This includes interacting with broker partner teams and conducting broker education meetings to ensure thorough explanation and understanding of the product.

· Develop and maintain key internal relationships.

· Understand customer needs and provide value-added consultation.

· Present a positive image of the Difference Card in the marketplace.

· Understanding the importance of Wellness and the pivotal role it plays in the employee benefits arena.

Position Metrics

· Activity: 8 broker meetings per week and 10 client meetings per month

· Opportunity: 10 RFP’s per month resulting in 18,500 quoted lives per year

· Close Ratio: 22 sold accounts per year with 1,850 enrolled new business lives

Education and Licensure Requirements

· Bachelor’s degree or experience otherwise equivalent to a bachelor’s degree.

· State Health Insurance License or ability to obtain a state health insurance license within three months of starting position

Skills and Experience

· Two years’ experience in a sales role in employer group benefits or relevant industry

· Excellent public speaking skills with ability to present to business decision makers, brokers and employees and influence outcomes.

· Superior presentation skills both in person and virtual capacity, experience utilizing Zoom and Microsoft Teams preferred.

· Proficiency in Microsoft Outlook, PowerPoint, Word, Excel, and Salesforce

· History of new business sales success

· Strong network of group health insurance brokers and consultants

Apply Here

Role and Responsibilities
The position of the Client Success Manager coaches and manages Client Success Team members. The goal of the Client Success Manager is to ensure the team is supported, coached and developed, so as to be a great place to work.

• Delights our clients, through superior, extraordinary customer service, measured through high NPS, customer satisfaction surveys, and a 95% retention rate.
• grows through client adoption of additional products and efficiencies that drive margin expansion.
• Hire, Train, Manage, a team of individual contributors including Client Success and/ or Account Executives. Manage performance plans and make recommendations to terminate employment when appropriate.
• Design and implement solutions, processes and protocols that create long term solutions for customers while generating additional revenue for The Difference Card.
• Build Customer Loyalty and Decrease customer churn. Assess Customer Needs and ensure team knows how to assess customer needs.
• Design training curriculum, create and deliver curriculum so that our team is positioned successfully to deliver superior customer service.
• Design and implement customer focused solutions within the department that drive our business forward and directly impact our company goals of growth, service, and great company culture.
• Oversee and monitor daily activities such as team schedules, inbound contact volume received via contact center and email and ensure appropriate service levels and turnaround times are achieved.
Support the team on a day-to-day basis with questions and coaching to ensure a positive client experience.
• Ensure the team services clients in such a way so that key performance indicators (KPI’s) for the department of productivity, optimal resolution time for inquiries, high customer satisfaction, and high quality are met:
o Creates referenceable clients
o Generate outstanding post-service satisfaction surveys and a high NPS
o Renew year after year with The Difference Card
o Cross Sale and Upsale to increase the value of the book of business.
• Develop and preserve relationships with our client and broker customers through proactive and consultative discussions. Advocate for clients and solutions for clients.
• Management escalations with accountability and integrity.
Ensure team can attend and lead customer meetings as needed, virtually and in-person to develop relationships and resolve issues. Attend and lead customer meetings as needed, virtually or in person. Forecast department resource needs, put forth staffing plans to ensure optimal client experience.
• Identify, Collect, Document and Report trends and opportunities. Make recommendations for improvement.
• Design and deliver department individual goals. Help Customer Success team members meet goals by consolidating and delivering scorecards, reviewing pipeline, providing consultative coaching and mentoring individual contributors.
• Develop department career progression and grow team members through opportunities within the department and organization.
• Other duties as assigned.

Qualifications, Education Requirements and Competencies
• Minimum of three years in a management role whereby achieving results through others.
• College degree or experience otherwise equivalent to a college degree.
• Extensive customer facing experience working with brokers, c-suite members, and decision makers in organizations.
• Superior relationship building skills.
• Excellent negotiation skills and solution-driven conversations that provide successful outcomes.
• Ability to command influence of a team.
• Ability to make judgement calls and decisions based on what is right for the company, the client and the team.
• Ability to identify and implement department processes efficiencies.
• Proficiency in office computer programs like Microsoft Outlook, Word, and Excel. Ability to type quickly and accurately.
• Excellent communication skills both written and verbal.
• A high level of diplomacy. The ideal candidate will also have experience communicating and working with customers at all levels including c-suite and decision makers and can demonstrate excellent negotiation skills and solution driven conversations.
• A strong passion for service and prior experience working in a customer service-oriented management and leadership capacity.

Apply Here