Senior Reimbursement Account Services Leader

4 days ago

Westlake, Ohio, United States Fidelity TalentSource LLC Full time

Job Summary:

Fidelity Workplace Investing is seeking a professional individual with a strong interest in supporting Fidelity Health You will be a leader in the Reimbursement Account Services organization, a dynamic team, supporting a fast-growing product. You will be dedicated to supporting a team of Reimbursement Account Managers who have responsibility for serving as the primary point of contact for clients regarding their reimbursement account offerings.  The role focuses on leading your team in providing exceptional quality service which drives customer satisfaction and client retention.  By maintaining and cultivating relationships with service teams supporting your mutual client, you will develop a trusted business partnership with a commitment to forward progress.

Key Responsibilities:

  • Lead a team of Reimbursement Account Managers in providing exceptional quality service to clients.
  • Develop and maintain relationships with service teams supporting mutual clients.
  • Drive customer satisfaction and client retention through exceptional quality service.
  • Maintain and cultivate relationships with service teams supporting mutual clients.
  • Develop a trusted business partnership with a commitment to forward progress.

Requirements:

  • 7+ years within a professional, fast-paced, corporate environment role.
  • Bachelor's Degree or equivalent experience required.
  • Experience within Fidelity Health and/or healthcare and wellness benefits preferred.
  • 5-7 years leading service teams for large corporate clients in a complex, matrix environment.
  • Demonstrated experience collaborating with cross-functional teams.
  • Strong personal track record of building relationships.
  • Exhibited big picture understanding of the business, its interrelationships, and priorities.
  • Proven record in leading teams to exhibit exceptional account management skills.
  • Expert level understanding of health and benefit accounts, operational routines, and client needs and perspectives.
  • Promote a continuous improvement mentality and encourage associates to exhibit a customer-obsessed culture.
  • Build and maintain highly effective relationships with key business partners.
  • Set and implement standards and ensure team members deliver with quality and consistency.
  • Desire to coach, mentor, and develop associates.
  • Commitment to monitoring associate performance to ensure targets are met and/or exceeded.
  • Leadership skills by consistently demonstrating the ability to get things done.

Deliverables:

  • Result-Orientation: Strong work ethic; ability to manage competing priorities in a fast-paced environment.
  • Sound Judgment: Ability to process complexity and detail in a fast-paced/dynamic environment and independently arrive at appropriate decisions.
  • Mobilize Others: Engage key business partners and cross-functional teams to drive solutions for clients.
  • Communicate Clearly: Get results by effectively communicating to internal and external business partners.
  • Proactively Connect: Identify and communicate critical, time-sensitive information to senior management, Fidelity business partners, and vendors.

About Fidelity:

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.

Why Join Fidelity:

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts people's 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.

What We Offer:

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

Equal Opportunity Employer:

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.

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