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Implementation Account Manager

Key Facts

Remote From: 
Full time
Junior (1-2 years)
English

Other Skills

  • Microsoft Excel
  • Microsoft Word
  • Microsoft Outlook
  • Decision Making
  • Analytical Skills
  • Time Management
  • Interpersonal Communications
  • Customer Service
  • Organizational Skills
  • Detail Oriented
  • Prioritization
  • Self-Motivation
  • Problem Solving

Roles & Responsibilities

  • At least 1 year of professional work experience, with experience in benefits management, account management or customer service preferred.
  • Highly detail-oriented with strong organizational, prioritization, and time-management skills.
  • Able to effectively manage multiple concurrent projects while meeting deadlines in a fast-paced environment.
  • Excellent interpersonal and communication skills; able to resolve conflict professionally.

Requirements:

  • Manage multiple client implementation projects simultaneously while maintaining accuracy and meeting deadlines.
  • Utilize and articulate technical IRS Code and general benefit knowledge regarding FSAs, Cafeteria Plans, HRAs, HSAs, COBRA, and Direct Reimbursement models.
  • Field and document phone calls from clients and brokers, ensuring precise follow-up and timely resolution of outstanding items.
  • Organize, track, and proactively manage all required documentation and onboarding tasks using internal systems.

Job description

Description

Job Title: Implementation Account Manager

Job Type: FT

Location: #LI- Remote, to be considered for this role, you must reside in one of the following states — AL, AK, AR, AZ, CT, DE, FL, GA, IA, ID, IN, KS, KY, LA, ME, MI, MT, MS, MO, NC, ND, NE, NH, NM, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WI, WV, WY    


Job Summary

We are passionate about our clients having a great experience and this also applies to our team and our future team members. Building a remarkable team is a top-level company priority. The Implementation Account Manager serves as the primary liaison between the company, the client, and the broker from point of sale through full setup completion. This position ensures a seamless, accurate, and timely implementation process while delivering exceptional client service. A successful candidate will excel at managing multiple implementation projects simultaneously, maintaining strict attention to detail, and ensuring all steps of the onboarding process are completed efficiently and accurately. The position reports to an Implementation Team Leader. 


What You’ll Do

  • Manage multiple client implementation projects simultaneously while maintaining accuracy and meeting deadlines.
  • Utilize and articulate technical IRS Code and general benefit knowledge regarding FSAs, Cafeteria Plans, HRAs, HSAs, COBRA, and Direct Reimbursement models.
  • Field and document phone calls from clients and brokers, ensuring precise follow-up and timely resolution of outstanding items.
  • Organize, track, and proactively manage all required documentation and onboarding tasks using internal systems.
  • Conduct client training sessions on the Employer Admin site.
  • Maintain exceptional attention to detail in all setup tasks, client communications, and operational processes.
  • Provide high-level customer service to clients and brokers by fostering positive, professional relationships.
  • Research technical and legal questions using internal resources and escalate complex issues when needed.
  • Collaborate with Sales and Account Management Teams to ensure consistency, quality, and operational alignment across new business.
  • Serve as the primary contact for new clients during implementation and setup.
  • Perform other duties as assigned.
  • Maintain quality work that exemplifies and promotes our company’s core values.
Requirements

Who You Are

  • At least 1 year of professional work experience, with previous experience in benefits management, account management or customer service related field preferred.
  • Alegeus experience preferred but not required.
  • Bachelor's degree preferred but not required.
  • Highly detail-oriented with strong organizational, prioritization, and time-management skills.
  • Able to effectively manage multiple concurrent projects while meeting deadlines in a fast-paced environment.
  • Strong independent judgment and decision-making ability.
  • Excellent interpersonal and communication skills; able to resolve conflict professionally.
  • Strong analytical and problem-solving skills.
  • Internally motivated, eager to grow personally and professionally.
  • An individual that understands the value of providing a high level of customer service.

Work Environment 

FloresHR’s standard work hours are Monday through Friday, 8:30 a.m. to 5 p.m. ET with an hour lunch. Roles may be approved for other schedules by managers.  This role operates in a professional #LI-remote office environment. To be considered for this role, you must reside in one of the following states — AL, AK, AR, AZ, CT, DE, FL, GA, IA, ID, IN, KS, KY, LA, ME, MI, MT, MS, MO, NC, ND, NE, NH, NM, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WI, WV, WY. This role is mostly sedentary and consists of prolonged periods sitting at a desk and working on a computer. This role also utilizes other tools such as a phone, copy machine, and printer. Common programs often used are Outlook, Word, and Excel. This position frequently communicates with FloresHR team members and candidates and must be able to exchange accurate information clearly in these situations. 


How We Support Our Team

At FloresHR, we invest in our people, our community and our technology and strive to provide work life balance, paired with professional growth for each of our employees. We provide an innovative benefit solution for our clients but that does not apply just to our clients. They extend to our team too!

  • Competitive Benefits – FloresHR offers competitive medical, dental, and vision benefits for employees and their families. We also provide company funded HSA’s, Pre- and Post-tax 401k’s with a company match up to 5%, and other great benefits such as Life Insurance, Accident Insurance, Pet insurance, and more!
  • Work Life Balance – We want all our team members to have time to focus on themselves and their families. We offer a Monday - Friday schedule, a generous vacation policy and a Life Balance Reimbursement Plan to support this.
  • Community Involvement – We love to give back to our community, and we recognize that our team does too! We have a volunteer program in place to support our team members as they help the organizations’ they are passionate about.

Our Core Values & Diversity Focus

Our vision is to be the most admired benefits partner, and our core values and beliefs are:

  • We believe in always doing the right thing.
  • We believe that a remarkable service experience is possible.
  • We believe in trusting one another as an operating philosophy.
  • We believe that high performance teams deliver extraordinary results.
  • We believe in building benefits technology that converts the complex to easy.
  • We seek to empower, empathize, and respect our team members and our world.

FloresHR is proud to be an Equal Employment Opportunity employer. We do not discriminate based on race, color, creed, ancestry, national origin, citizenship, sex or gender (including pregnancy, childbirth, and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, religion, age, disability, genetic information, service in the military, or any other characteristic protected by applicable federal, state, or local laws and ordinances. We are committed to diversity and are committed to creating an inclusive environment for all employees. This is not intended to be an all-inclusive list of job related responsibilities and requirements.

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