Remote Account Manager - Health & Welfare

Job Overview

We are seeking an energetic and driven professional to join our esteemed Health & Welfare Service Team as an Account Manager. In this pivotal role, you will foster and cultivate robust relationships with our valued clients, assisting them in managing a diverse array of employee benefits including Flexible Spending Accounts (FSA), Health Reimbursement Arrangements (HRA), and Health Savings Accounts (HSA).

Key Responsibilities

• Take charge of the client experience by proactively engaging with your assigned client base.
• Develop strong relationships and provide expert guidance while addressing client inquiries promptly and effectively.
• Advocate for client needs, ensuring their expectations are not just met but exceeded.
• Collaborate independently and within a team-oriented environment that aims to deliver outstanding results.
• Conduct regular meetings to lead client relationships, ensuring service-level agreements are achieved.
• Respond to client inquiries and oversee the daily operations of their benefit plans.
• Handle escalated issues through our internal ticketing system, addressing concerns for both clients and participants.
• Utilize your problem-solving capabilities to manage complex inquiries and offer innovative solutions.
• Employ data tools to strategize and facilitate client engagement in benefits education and selection.
• Continuously explore opportunities to enhance processes and improve client service.
  
  

Required Skills

• Client-focused approach with the ability to manage multiple accounts successfully.
• Eagerness to expand your knowledge and utilize resources effectively.
• Adaptability to take on new initiatives and responsibilities as they arise.
• Strong collaborative skills to work across various departments and teams.
• Self-motivated with excellent time management capabilities.
• Commitment to process improvement and operational efficiency.
  
  

Qualifications

• 3-5 years of relevant experience in client service, account management, or a related field within the financial or benefits services industry.
• Ability to obtain Section 125 Cafeteria Plan certification within one year of hire.
• Exceptional communication skills with a proven ability to resolve issues effectively.
• Demonstrated ability to work independently with minimal supervision.
• Comfort in collaborating with colleagues across different levels of experience and disciplines.
• Familiarity with administering reimbursement accounts such as FSA, HRA, and HSA is a plus.
  
  

Career Growth Opportunities

We prioritize the professional development and continuous learning of our team members. As part of your role, you will have access to various opportunities for advancement and will be supported in becoming a subject matter expert in the benefits services field.

Company Culture And Values

Our organization champions a supportive and inclusive workplace where every individual is valued. We are committed to building a culture that encourages excellence, teamwork, and continuous improvement.

Why Join Us?

Joining our team means contributing to a mission-driven company dedicated to leading the industry while fostering an environment that values your insights and contributions. We celebrate diverse perspectives and are continually looking for passionate individuals eager to make a difference.

Employment Type: Full-Time