Carreras

Este puesto crea redes de distribución de corredores para promocionar el conjunto de productos Difference Card y ayudar a las empresas a reducir su gasto en seguros de salud, manteniendo al mismo tiempo grandes beneficios para los empleados.

- Identificación de posibles socios estratégicos

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

- Responsable de la prospección desde la preventa hasta la ejecución.

- Proporcionar el apoyo necesario a los corredores para que la formación y la aplicación de la Tarjeta Diferencial tengan éxito. Esto incluye la interacción con los equipos de agentes asociados y la organización de reuniones de formación para garantizar una explicación y comprensión exhaustivas del producto.

- Desarrollar y mantener relaciones internas clave.

- Comprender las necesidades de los clientes y ofrecerles asesoramiento de valor añadido.

- Presentar una imagen positiva de la Tarjeta Diferencial en el mercado.

- Comprender la importancia del bienestar y el papel fundamental que desempeña en el ámbito de las prestaciones para empleados.

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

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Este puesto crea redes de distribución de corredores para promocionar el conjunto de productos Difference Card y ayudar a las empresas a reducir su gasto en seguros de salud, manteniendo al mismo tiempo grandes beneficios para los empleados.

- Identificación de posibles socios estratégicos

- Vender a clientes de 50 a 5.000 empleados a través de socios intermediarios.

- Responsable de la prospección desde la preventa hasta la ejecución.

- Proporcionar el apoyo necesario a los corredores para que la formación y la aplicación de la Tarjeta Diferencial tengan éxito. Esto incluye la interacción con los equipos de agentes asociados y la organización de reuniones de formación para garantizar una explicación y comprensión exhaustivas del producto.

- Desarrollar y mantener relaciones internas clave.

- Comprender las necesidades de los clientes y ofrecerles asesoramiento de valor añadido.

- Presentar una imagen positiva de la Tarjeta Diferencial en el mercado.

- Comprender la importancia del bienestar y el papel fundamental que desempeña en el ámbito de las prestaciones para empleados.

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

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Role and Responsibilities

El objetivo del Especialista en Implantación es incorporar nuevos negocios que opten por implantar estrategias creativas de contención de costes, de tal forma que permitan a Ventas tener éxito sin tener que implantar el trabajo que han vendido y preparen a los clientes para el éxito.

• Welcome new clients in the small medium business range (usually 1-1000 employees) to The Difference Card in such a way that you would welcome a guest into your home.
• Coordinate: gather internal and external clients together, including brokers, employers, sales consultants, and account managers to implement new business in a manner that exceeds the expectations of our clients.
• Create: collateral, documentation to support implementations, project plans and procedures that facilitate the success of your client.
• Teach: explain processes and protocols and help clients succeed post-implementation
• Facilitate completion and collection of new group paperwork from third parties and submit these for processing. Coordinate next steps and maintain clients apprised of progress.
• Prioritize: Use exceptional organizational skills, prioritization and delegation skills to successfully manage up to approximately 30 projects a month and seasonally large volume of new group implementations simultaneously, ranging from 30-50 projects.
• Share client feedback with the organizations and make recommendations for improvement.
• Protect The organization by managing scope. Successfully Transition clients to Account Manager once all essential tasks are complete.
• Help Others: When the team needs help, be willing to complete other duties as assigned

Qualifications and Education Requirements

• Bachelor’s degree or experience otherwise equivalent to a bachelor’s degree
• Two to three years of experience working in a client facing role in the benefits industry preferred
• Two years’ experience managing and/or coordinating implementations or projects
• Experience in employer sponsored benefits, such as health plans or consumer directed healthcare accounts such as Health Reimbursement Arrangements, Flexible Spending Accounts or Dependent Care Accounts preferred

Preferred Skills

• Present a customer facing, can do attitude. Communicate with clients proactively, effectively, and in such a way that increases client satisfaction.
• Ability to apply influence with internal and external clients to achieve deliverables and outcomes.
• Ability to build and scale processes.
• Location: Remote

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Role and Responsibilities

• Accurately process and validate new group census loads
• Process, audit, and validate new and existing member enrollment adds and changes.
• Work with payroll vendors and insurance carriers to establish new and maintain existing file feeds.
• Identify trends in data and collaborate with both the Data and Technology team to prevent and remediate issues and incorporate new processes.
• Process and review daily file feeds received from payroll vendors to ensure enrollments are uploaded consistently and without error.
• Work closely with offshore team members to ensure business continuity.
• Utilize SQL to audit groups and build files to accelerate member enrollment and account changes.
• Other duties as assigned.

Qualifications and Education Requirements

• At least 2 years in employee benefits preferred.
• Experience collaborating with internal team members as well as external partners.
• Bachelor’s degree in computer science, Information Systems, or a related technical discipline preferred, not required.

Preferred Skills

• Excellent written and verbal communication skills to gather and deliver technical requirements from the business.
• Excellent Customer Service skills
• Excellent planning, organizational, and time management skills.
• High level of competence in Excel (vlookups, filtering, pivot tables, etc.) required
• SQL knowledge required, SSMS preferred.
• Analytical, critical thinking skills, and detail oriented. Ability to support others, helping a team be successful.
• Experience analyzing data, generating reports, and making data informed decisions.
• Experience with EDI and SFTP file transfers preferred.
• Additional experience or knowledge in the health care industry (CDH and Health Plans)

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We are seeking a dynamic and experienced Controller to join our growing team. In this role, you will be responsible for leading all aspects of financial reporting, compliance, and internal controls. You will work closely with senior leadership and key stakeholders to ensure the accuracy of financial operations, drive process improvements, and provide critical insights that support strategic business goals.

·       Lead the preparation, validation and analysis of consolidated financial results in accordance with US GAAP. Lead best-in-class monthly, quarterly, and annual financial close processes, ensuring timely and accurate financial reporting.

·       Oversee the execution of the annual audit and liaise with external auditors to ensure compliance with relevant statutory requirements and accounting standards, including preparing accounting technical memos and working papers.

·       Develop and maintain internal controls to safeguard company assets and ensure accuracy of financial records.

·       Ensure compliance with relevant financial regulations, accounting standards, and tax requirements.

·       Ensure balance sheet integrity through the maintenance and standardization of account reconciliations, leading robust monthly reviews and driving adherence to internal controls.

·       Maintain and enforce accounting policies and procedures to ensure proper governance and risk mitigation.

·       Identify and implement process improvements to increase efficiency and accuracy of financial reporting.

·       Partner with senior leadership to provide clear, actionable financial insights that support business strategy.

·       Partner with IT and Finance leadership to evaluate and implement ERP enhancements or transitions.

·       Lead and mentor a cross-functional team, providing strategic direction, performance feedback, and day-to-day support to drive operational excellence and team development.

Qualifications:

·       Bachelor’s degree in Accounting, Finance or related field; MBA & CPA preferred. Equivalent relevant experience will be considered in lieu of a degree.

·        7+ years of progressive accounting and finance experience, including controller-level responsibilities

·       Demonstrated proficiency in providing technical analysis and guidance under US GAAP.

·        Preferred to have experience in a private equity-backed company

·        Experience leading annual audits, managing statutory reporting, and overseeing compliance.

·        Deep understanding of balance sheet controls, cash flow management, and financial consolidations.

·        Experience in the insurance/reinsurance industry strongly preferred.

·        Ability to work effectively in a cross-functional and remote environment with minimum guidance

·       Proficient in ERP systems (e.g., Intuit / Netsuite) and Excel; familiarity with financial reporting tools / implementation is a plus.

·        Exceptional communication, leadership, and organizational skills.

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Este puesto trabaja con redes de distribución de corredores para retener y aumentar la cartera de clientes existente. Este puesto requiere una persona profesional que muestre determinación y automotivación para satisfacer a los clientes. Su principal objetivo será retener una cartera de cuentas de empleadores. Lo ideal es que el candidato trabaje en equipo, tenga una gran actitud y la capacidad de trabajar en un entorno cambiante y dinámico.

• Maintain strong relationships with existing strategic broker partners.
• Retain customers in the small and mid-market business range through channel distribution broker partners.
• Understand customer needs and provide value-added consultation. Help Clients define a healthcare strategy that results in Difference Card renewing the business by conducting midyear, pre-renewal broker and renewal client meetings.
• 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.
• Conduct professional employee open enrollment meetings to educate members on the Difference Card solution, with the objective of reducing member inquiries, increasing enrollment in Difference Card products, and increasing client retention rates.
• Travel as required for client meetings.
• Develop and maintain key relationships with internal departments such as Operations, Technology, Finance and Underwriting.
• Understand customer needs and provide value-added consultation.
• Cross-sell additional lines of business to existing employer group customers.
• Convert large Difference Card accounts to the self-funded Difference Health Plan, when appropriate.
• Delight broker and employer clients by responding to inquiries received via email and phone within 4-8 hours of receipt.
• Other duties as assigned.

Position Metrics

• Activity: Open enrollment meetings, midyear financial meetings, and client renewal meetings on each account
• Quality: Renewal financial exhibits and summary of benefits over 90% accurate closed in a timely manner. Client survey scores on 30% of your block of business with an average response of over 14 / 15.
• Production: Client retention rates over 85% and cross-selling at least one additional product to 10% of your assigned book of business.

Education and Licensure Requirements

• Bachelor’s degree or industry experience otherwise equivalent to a bachelor’s degree.
• State health insurance license within the first six months of employment

Skills and Experience

• Experience retaining and growing an existing client book of business in the insurance industry
• Excellent public speaking skills: the ability to present to business owners, brokers and employees
• Health insurance carrier and broker interaction experience
• Proficiency in office tools such as: Microsoft Outlook, Teams, PowerPoint, Word, Excel, and Zoom
• Experience utilizing a customer relationship management system such as Sales Force
• Spanish fluency preferred
• Ability to calculate, problem solve and present strategic solutions

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