Creating innovative benefit solutions paired with superior service.
At The Difference Card, we believe that a world with affordable healthcare can exist.
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This position works with broker distribution networks to retain and grow an existing client book of business. This role requires an individual who is professional and exhibits the determination and self-motivation to delight customers. Your primary goal will be to retain a book of employer accounts. Ideally the candidate would be a team player with a great attitude and the ability to work in a fast-paced, ever-changing environment.
• 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
The objective of the Implementation Specialist is to bring on new business that is choosing to implement creative cost containment strategies in such a way that allows Sales to succeed without having to implement the work they have sold and sets up clients for success.
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
Preferred Skills
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
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
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
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
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.
At The Difference Card, we believe that a world with affordable healthcare can exist.
“I joined The Difference Card because I saw an opportunity to change member’s lives by alleviating some of their out-of-pocket medical expenses and creating more educated consumers with every conversation I have.”
-Karli, Member Service Representative
I joined The Difference Card team because I was eager to find a company that offered a product that was truly trying to “Change the Game” when it comes to containing healthcare costs. As a former educator in the public sector, I firmly believe in the importance of high-quality benefits at a price that is affordable for everyone! I love being able to build upon those relationships with my teams of driven colleagues, our loyal clients and trusted strategic partners; I have sincerely found a home with The Difference Card.
-Jourdan Englert, Client Retention Team Leader
I joined The Difference card because I believe in people who do things right. This company fosters core values that drive me daily. A passion for who we service, accountability to get it right, innovation for the future and showing respect in all we do. I am so proud to be a part of this amazing group of individuals who bring all of the core values to life!
-Renee Hoppes, Operations Manager | Customer Care
“I decided to join The Difference Card because of an amazing team I get to work with. Having an opportunity to help our members in understanding their benefits in the best way possible is an absolute joy.”
-Ayana Temple, Senior Customer Care Specialist
As an equal opportunity employer, our team leverages it’s diversity to make a difference in our members lives every day.
We Believe in Representation. Our Diversity and Inclusion Committee meets weekly to make sure employees are heard and respected every day in the workplace.
The D&I Committee is an employee-led organization with executive sponsorship. Our teams come together to adopt the following mission:
Benefits Made For You
Our employees are at the heart of what we do. We offer a rich set of benefits to provide our employees with the best possible work/life balance.
How We Take Care Of You:
The Difference Card knows you are amazing, and we want to help you continue to grow professionally and personally.
How You’ll Grow With Us: