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Customer Experience Manager

Role overview

Qualifications

  • 3 years of benefit account management experience supporting a benefit consulting team with demonstrated success in supporting a complex book of business
  • Knowledge of benefits and renewal workflow management to effectively service a large client portfolio
  • Life & Health Producer’s License
  • Working knowledge of MS Excel, Word, and PowerPoint

Responsibilities

  • Lead and manage the service relationship and strategy for assigned customers, ensuring the delivery of high-quality service experiences and customer satisfaction
  • Support execution of the annual customer account plan for all assigned customers
  • Work collaboratively with the consulting delivery team to support the creation and development of key consulting deliverables
  • Lead customer open enrollment presentations

Key facts

Other skills

  • Microsoft Excel
  • Microsoft PowerPoint
  • Microsoft Word
  • Presentations
  • Consultative Approaches
  • Communication
  • Analytical Skills
  • Teamwork
  • Tenacity
  • Proactivity
  • Curiosity
  • Relationship Building
  • Growth Mindedness

About the company

Bennie logo

Bennie

Human Resources Services

Company details

Company typeScaleup
IndustryHuman Resources Services

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Job description

About Bennie

Bennie (www.bennie.com) is an employee benefits services and technology firm that helps companies create a healthier workplace. Bennie provides services and technology that are beyond what growing companies typically receive, yet exactly what they need. 

Bennie has built the ultimate benefits platform that connects disparate systems across the benefits supply chain to deliver a complete experience for employees, employers, and partners. Bennie’s technology, benefit plans, and service model are designed to enable employers and their employees to experience best-in-class outcomes that reduce overall health plan costs. Bennie’s team members use the platform and its data to supplement their market knowledge and bring innovative solutions to Bennie’s customers.  

Bennie is headquartered in Stamford, CT, and is a remote-first company with employees across the U.S.

Core Values at Bennie

As an organization, we value our team members who are OptimisticAccountableThoughtful, and Healthy. We believe these values, known as our O.A.T.H., are essential for our collective success. The ideal candidate for this role will embody these values by:

  • Maintaining a positive attitude throughout our journey of building our company.
  • Being responsible for the quality of their work and for meeting their goals.
  • Respecting our differences and looking out for one another.
  • Believing in living complete lives that balance our work and personal time.

 

About the Role:

The Customer Experience Manager (CEM) is responsible for driving customer satisfaction and retention by leading and delivering an exceptional service experience for an assigned book of business.  The CEM serves as the primary service relationship owner for assigned customers, while providing support in the development and delivery of key benefit strategies, and helping to develop and maintain relationships with customers and external partners. 

Reporting to: Principal Benefits Consultant

Who You Are: The ideal candidate should have experience working in benefits consulting and supporting a book of business, and engaging with insurance carriers and vendors to ensure effective execution on behalf of the customer. The ideal candidate should possess exceptional analytical, communication, and relationship building skills; and is excited to join a fast-growing benefits brokerage and work with senior team members to help deliver exceptional consulting service and experience to Bennie’s customers.

The CEM should exhibit the six core attributes of the Bennie consulting team:

  1. Possess a growth mindset to drive the business upward and forward.
  2. Take a proactive approach to value creation and delivery for customers, colleagues, and partners.
  3. Seize the consultative opportunity in every interaction with customers, colleagues, and partners.
  4. Maintain a curiosity about the industry, Bennie’s customers, and Bennie’s business.
  5. Bring relentless intensity to the creation of value.
  6. Work collaboratively with customers, colleagues, and partners.

Responsibilities include:

  • Lead and manage the service relationship and strategy for assigned customers, ensuring the delivery of high-quality service experiences and customer satisfaction.
  • Support execution of the annual customer account plan for all assigned customers.
  • Work collaboratively with the consulting delivery team to support the creation and development of key consulting deliverables.
  • Lead customer open enrollment presentations.
  • Work collaboratively with other members of the consulting delivery team to support the development and implementation of strategic initiatives.
  • Stay updated on industry trends, best practices and regulatory changes, and support education and enablement of customers regarding these developments.
  • Collaborate with cross-functional teams, including but not limited to sales, data operations, and product, to identify and support business development and operational improvement opportunities.
  • Maintain strong relationships with all customers, strategic partners, and internal Bennie collaborators.
  • Other duties as assigned.

Requirements: 

  • 3 years of benefit account management experience supporting a benefit consulting team with demonstrated success in supporting a complex book of business.
  • Requires knowledge in benefits and renewal workflow management to effectively service a large client portfolio.
  • Life & Health Producer’s License.
  • Working knowledge of MS excel, Word, and PowerPoint.

Nice to Have: 

  • Experience working with today’s leading HR/Benefits technology platforms.
  • Experience in both large- and small- group benefits consulting.

Compensation & Benefits:

We offer a competitive salary for this fully remote position, commensurate with experience and qualifications. The estimated annual salary range for this role is USD80,000 to USD110,000*.

*Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed above.

Please note that the compensation details listed above reflect the base salary only, and do not include incentive pay, equity, or benefits. Bennie offers a total rewards package that includes stock options and employee benefits for full-time employees. 

Our total rewards package includes the following:

  • Flexible Time Off: We have a flexible vacation policy and offer paid company holidays
  • Remote-first environment: Bennie is 100% remote (must be based in the US)
  • Health Benefits that include: 
    • Medical/Dental/Vision 
    • HSA & FSA, HRA, Life, Disability, & Employee Assistance Program
  • Wellness Benefits that include: 
    • Headspace
    • Wellhub
    • Rocket Lawyer
    • One Medical Membership
    • Kindbody
    • Financial education with Betterment 
  • Stock Options: All full-time employees are granted stock options 
  • Remote Work Stipend: A $1,000 WFH Stipend 
  • Paid Parental & Bonding Leave
  • Employee Referral Bonus Program 

 

Bennie is an Equal Opportunity Employer

Bennie is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

 

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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