Pre Tax Account Manager - FSA, HRA, HSA

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

About the role

An Account Manager is responsible for building strong relationships with strategic Employer Groups and Partners. An Account Manager needs to be proactive in responding to Employer Group and Partners related to changing regulations, product updates, and potential service concerns.

Responsibilities

• Oversees the day-to-day administration of FSA, HRA, and HSA accounts for Employers and Partners.
• Answer inbound phone calls from a queue-based system and email inquiries within Service Level Agreements.
• Utilize the CRM tool to document and review all client activity.
• Assist clients with billing questions, payments, and invoices.
• Resolve Employer and Partner Escalations.
• Partner with internal teams as needed.
• Proactively identify potential issues and provide resolution when needed.
• Complete annual renewal process for assigned employer groups.
• Develop long-term relationships with assigned clients to assist in increasing client satisfaction and ultimately increase client retention.
• Work with appropriate stakeholders on assigned clients to understand their business needs.
• Familiarity with Employer Group’s Plan designs and file schedules.

Requirements

• Experience with FSA, HRA, and HSA administration is a plus.
• Compliance experience is a plus.
• Demonstrated excellent customer service skills.
• Excellent verbal and written communication skills.
• Positive, professional attitude and phone etiquette.
• Attention to detail and ability to act as liaison between other teams to produce final resolution.
• Excellent analytical and organizational skills.

Pay

$75,000.00 Annual

Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.