What are the responsibilities and job description for the Account Specialist position at Planstin?
Located in sunny Southern Utah, Planstin is quickly becoming a leader in administering benefits and providing related business services. As health insurance continues to become more complex and costly, Planstin has made a significant impact in the healthcare industry by keeping costs low and providing exceptional service to employers and individuals alike. It is no wonder Planstin is such a fast-growing company as many are turning to Planstin for our unique solutions.
If you are looking for amazing opportunities and have a desire to grow your career, Planstin may be the place for you. We have remarkable employees, offer a generous benefits package, and foster a culture of development, innovation, and integrity.
This Account Specialist position earns a competitive salary of $50,000-$55,000 a year dependent on experience, plus quarterly performance-based bonuses. If this sounds like the right opportunity for you, apply today!
Position Summary:
This person will build and preserve lasting relationships with assigned Planstin partners and their agents. This person will set the standard and expectation for representing Planstin and our products and processes.
Essential Duties and Responsibilities:
- Be agent primary point of contact; understand their wants and develop plans to address them
- Lead group demo for agents where applicable
- Track agent performance feedback, concerns, and marketing suggestions
- Train agents on products Planstin administers
- Engage with new agents to start selling Planstin
- Onboard and audit agents
- Provide consistent commission and enrollment reporting to agents where applicable
- Provide quotes and/or marketing material for agents per their request
- Update agent reference material for Member Services when applicable
- Provide agent metric reporting to manager weekly
Required Work experience, Skills and Abilities:
- Strong understanding of medical benefits
- Knowledge of customer relationship management (CRM) practices
- Strong interpersonal communication
- Passion for helping people
- Attention to detail
- Quick responsiveness
- Time management
Education:
- High school diploma or equivalent
Experience preferred:
- Experience in salesforce
- Experience working with self-funded plans
- Experience with customer service
- Experience with presenting/public speaking
Work Location: 1506 South Silicon Way Suite 2B St. George, UT 84770 (Moving to tech ridge in the near future!)
Work Status: Full-time, non-exempt, in-office
Salary: $50-55,000 and quarterly performance-based bonuses
Schedule: Standard office hours Monday-Friday with some flexibility
Benefits:
- Medical, dental, vision, a 401(k) with matching, paid time off (PTO), short-term disability, discounts on products, health and wellness programs and resources for career development and advancement in a fast-growing company dedicated to investing in its employees!
Salary : $50,000 - $55,000
