Health and Welfare Account Manager

4 weeks ago


Wakefield, Massachusetts, United States Sentinel Group Full time
Job Description

Location Note: This is a remote position.

The Purpose of Your Role:

We are seeking a highly motivated individual to join our company as part of our Health and Welfare Service Team. The Health and Welfare Account Manager is responsible for developing and maintaining professional relationships with our client base. Our team works with employers to administer a variety of reimbursement accounts offered as a benefit to their employees. This may include Flexible Spending Accounts (FSA), Health Reimbursement Arrangements (HRA), Health Savings Accounts (HSA), and more. The role requires the individual to lead the client experience by proactively reaching out to clients to build and maintain relationships, responding to client inquiries in a timely manner, delivering expert advice, and being an advocate for a designated group of clients. The Account Manager will be accountable to the clients they serve by managing and exceeding expectations.

Key Responsibilities:

  • Lead relationships with assigned clients by holding regular client meetings and managing service-level agreements.
  • Respond to direct client inquiries and help manage general plan operations.
  • Manage escalated issues through our ticket system. This may include escalated client issues as well as participant issues.
  • Use problem-solving and critical thinking skills to address non-routine client inquiries and issues.
  • Leverage our suite of tools to provide clients with data to develop strategies to engage their employees in the education and selection of their benefits.

About You:

We are looking for a customer-focused individual with a desire to become a subject matter expert in our field and use that expertise to improve the client experience. The ideal candidate will be a critical thinker and problem solver able to address a wide variety of client needs. We strive to surround ourselves with team members who go above and beyond in all job facets and look for people who are able to learn quickly, review current processes, recommend improvement opportunities, and embrace change.

Requirements:

  • 3-5 years of client service, account management, or related experience in the financial or benefits services industry.
  • Ability to obtain Section 125 Cafeteria Plan certification within one year of hire.
  • Ability to communicate with clients to problem-solve and create a positive experience.
  • Ability to work independently with limited supervision.
  • Ability to work well with people from different disciplines with varying degrees of technical and industry experience.

What We Offer:

  • PTO (vacation, sick, personal time bank).
  • 12 Paid Holidays (10 stated and 2 floating holidays).
  • 2 Community Volunteer Days.
  • 5 Summer Half Days.
  • Medical, Dental, Vision.
  • Life Insurance.
  • LTD & STD.
  • Retirement Plan with 3.75% Employer Match.
  • Parental Leave.


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