Specialist, Senior Account Management

The Board of Pensions of the Presbyterian Church (U.S.A.)•Philadelphia, PA

About The Position

The Specialist provides day to day operational assistance to assigned accounts and serves as their primary contact. The Specialist interprets and promotes the Benefits Plan and Assistance Program while facilitating employer-related issues to grow membership and serves as a partner in guiding benefit choices available, consulting on pricing reviews and determinations, monitoring billing, and managing delinquent accounts. This individual develops and maintains relationships with key accounts so the Board can retain and grow their business through cross-selling opportunities.

Requirements

Bachelor’s degree or equivalent experience in lieu of degree.
Minimum 5 years’ experience in benefits administration, employee benefits, account management, or equivalent experience.
Salesforce experience is preferred.
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.

Responsibilities

Provide consultative service to Churches, Affiliate Employers, key accounts, and members to ensure clients and members understand the value of the Benefits Plan, how to capitalize on their benefits and solve complex issues.
Deliver dynamic, high‑impact presentations to diverse clients and member audiences, including onboarding and annual enrollment.
Apply strong critical thinking and problem‑solving skills to navigate complex client situations, drive effective resolution, and support client retention.
Process detailed 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.
Partner with Affiliate Employers and large churches to support employer onboarding for a smooth transition from sale to service 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.
Ensure clients are timely with dues payments by performing billing reconciliation.
Provide clients with data on Call to Health employee participation so clients can adjust their communication strategy to encourage participation.
Monitor account performance by analyzing service interactions, escalations and preparing reports for management and clients.
Interpret and promote the Benefits Plan and Assistance Program while facilitating employer-related issues to grow membership.
Process assistance grants to ensure grants are processed quickly and accurately to help members in need.

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.