Senior Account Manager

1 week ago

Durham, North Carolina, United States Fidelity TalentSource LLC Full time

Job Description:
Role

Senior Reimbursement Account Manager As a Senior Reimbursement Account Manager supporting Fidelity s reimbursement account clients, you will combine strong client management skills with a deep knowledge of reimbursement account plan administration.

Under minimal direction, you will bring our clients from post-sale implementation and onboarding into ongoing service and support, providing administrative services and serve as the primary communication point for clients regarding their reimbursement account services.

At times, you may also assist with HSA questions and issues.

Your work will ensure services are provided at the highest levels of quality and that your assigned clients are highly satisfied.

You will also help the Sales and Relationship Management Teams expand Fidelity s healthcare businesses and help the Product Team develop industry leading solutions.

The Expertise and Skills You Have
7-10 years experience with administration of a broad range of reimbursement accounts required.

5-7 years experience servicing large corporate clients required.

Bachelor s Degree or equivalent experience required.

Significant experience with a broad range of healthcare and wellness benefits desirable.

Experience assisting with development of RFP responses preferred. The Skills You Bring

Strong understanding of reimbursement account administration needs, process and regulatory knowledge.

Familiarity with the full range of healthcare and wellness benefits and associated recordkeeping services.

Proficient leadership skills (i.e.

consistently demonstrates the ability to get things done; taking initiative to identify service enhancements or process improvements; proven ability and success in identifying issue(s), identifying solution(s) and determining and acting on the best solution in a timely manner).

Strong and effective interpersonal and communication skills.

Demonstrated ability to balance customer service with sound business judgment.

Effective organizational, time management, facilitation and prioritization skills. The Value You Deliver


Your proactive execution of onboarding and administrative processes with quality, accuracy, efficiency and when necessary, appropriate root cause analysis and corrective action will ensure services are delivered with high quality.


By developing and managing the relationship with the client from the very beginning, you will ensure the client recognizes the quality of service being provided and is satisfied with the quality of the service they receive.


When necessary, your escalation and active participation in the resolution of service issues will ensure these are addressed appropriately within the organization.


Your understanding of the objectives and initiatives related to client projects and work with the organization will ensure work is completed with high quality and efficiency.

Your collaboration within the domain and the ongoing service team will ensure services are delivered in a cohesive manner and that reimbursement accounts are incorporated in key activities (e.g. annual business planning).


During the RFP process, your support of the sales and relationship management teams will help grow Fidelity s healthcare businesses.


By bringing voice of the customer feedback to the Product Team you will help Fidelity continue to develop industry leading solutions.

Team

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates.

We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

For information about working at Fidelity, visit Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at

or call

, prompt 2, option 2 if you would like to request an accommodation. The Team You will be part of the RA Service Team, working closely with both product and the client service teams to provide your assigned clients with the highest quality service possible. You will also support the sales team in pursuit of new clients and relationship managers in their efforts to expand the scope of services offered to current clients.

Certifications:
Company Overview
Fidelity Investments is a privately held company with a mission

to strengthen the financial well-being of our clients.

We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.
Join Us
At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours.

You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.

Honored with a

Glassdoor Employees Choice Award

, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.
Fidelity's working model

blends the best of working offsite with maximizing time together in person to meet associate and business needs.

Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry .

Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

detailed in this document

, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to

Find Your Fidelity

at

.
Fidelity Investments is an equal opportunity employer.

We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to

, or by calling

, prompt 2, option 3.

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