Account Manager - Spending Accounts (Work Remotely from Anywhere in the U.S.)

The Account Manager (Spending Accounts) is a critical contributor to achieving an elevated level of client satisfaction and retention within their respective books of business. The primary responsibility of this role is to evaluate our clients’ consumer driven health plans to offer solutions in the design, implementation, and continuing service phases of those plans. The consumer driven health plans include but are not limited to the following: flexible spending accounts, health reimbursement accounts, health savings accounts (healthcare and/or dependent care), and commuter programs.

The Gig:

• Manage client expectations and drive decisions relating to timing, procedures and documentation of implementations, open enrollments, and ongoing deliverables with the collaboration and support of a cross-functional team.
• Lead and participate in client meetings and presentations.
• Assist in gathering clients’ plan requirements to support the creation and documentation of internal specifications, test plans, training materials, and procedures.
• Develop and implement solutions and provide support as needed to client issues such as claims, billing, and enrollment materials.
• Coordinate open enrollment deliverables, such as meetings, applications, election forms, consumer plan information, and materials for clients and their respective employees.
• Review and revise plan materials and provide proper communication to clients and their employees regarding consumer plan updates and changes.
• Assist with developing employee materials and providing on-site training on plan programs and procedures.
• Respond timely and consistently to all client inquiries while establishing expectations for a trusted partnership.
• Ensure all client deliverables adhere to specified quality standards.
• Proven ability to effectively manage complex and escalated issues.
• Summarize and report project status to Spending Accounts Team Manager.
• Assist with special projects as determined by Spending Accounts Team Manager.
• Manage complex client issues.

What You Need to Make the Cut:

• Minimum of 3 years demonstrated client services experience within consumer spending health plans, such as Flexible spending accounts, Health reimbursement accounts, Health savings accounts is required. Experience must include successful implementation of new accounts and proven retention of existing business.
• Experience within a third-party administration, benefits brokerage, health and welfare consulting, health care, or insurance related industry is preferred.
• Related exposure to Benefits Administration, HRIS, and/or Payroll environments is preferred.
• Proficiency in the Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook is required.

The pay range for this position is 55K to 70K per year (pay to be determined by the applicant’s education, experience, knowledge, skills, and abilities, as well as internal equity and alignment with market data).

This role is eligible to participate in the annual bonus incentive plan.