Account Manager

Job Summary:

The Account Manager is responsible for the day-to-day servicing of our clients through proactive communication and strategic employee management. They contribute to the operational success and directly affect our ability to meet key objectives and deliverables.  

Primary Duties and Responsibilities:

The duties listed below are some of the duties that may be assigned and may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties as assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Successfully and strategically service and maintain assigned book of business.
• Build relationships with employees through proactive communication.
• Professionally handle incoming requests from customers and ensure that issues are resolved both promptly and thoroughly.
• Responsible for normal company clerical and administrative duties.
• Provide quality service and support in a variety of areas including, but not limited to all service teams within the company.
• Continuously evaluate and identify opportunities to drive process improvements that positively impact the employee’s experience.
• Enters benefit related information into Benefit Administration database as well as insurance carrier portals according to established procedures. Updates and maintains benefits related procedures as necessary.
• Timely response to all inquiries and complaints to ensure quick, equitable and courteous resolution. 
• Provide forms and other benefit related materials upon request to clients/employees.
• Assist in various research requests, including timely responses to audit inquiries; may assist in developing and preparing reports, letters, and spreadsheets.
• May be expected to demonstrate knowledge of benefit plan billings, payroll deductions, COBRA, Flexible Spending and Dependent Care accounts as well as other types of products through various vendors. 
• Independently resolves employee, carrier and/or vendor accounting issues, including coverage questions, collections, discrepancies, fee arrangements and billing issues
• Responsible for updating CRM with required documents applicable to the role for enrollment, eligibility maintenance and service related functions

Type and Scope of Supervisory Responsibilities:

• This position has no supervisory responsibilities

Skills and Qualifications:

• Excellent verbal and written communication skills 
• Experience with Microsoft Office

Work Experience Required for this Job:

• 3-5 years of work experience

Education Required for this Job:

• Bachelor's Degree not required but preferred 
• High School Diploma or equivalent required
• Must have health and life license. If not licensed, must be able to obtain license within introductory period of employment.

Attendance Requirements:

• Daily attendance is required in the environment during normal business working hours  
• Some overtime may be required
• In-person and/or hybrid attendance occasionally required for company, client and/or team meetings
• The Company reserves the right to require in-person attendance at the Company’s worksite at any time. The Company also reserves the right to make full-time attendance at the Company’s worksite an essential job function for this position if attendance becomes necessary to increase productivity, to develop teamwork, to conduct training, to better address customer needs, or to accomplish any other valid business goal. If full-time attendance requirements for this position materially change, the Company will provide thirty (30) days’ prior notice of the change.

Position Type/Expected Hours of Work:

• This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5 p.m. Occasional evening and weekend work may be required as job duties demand.
• Core business hours are 8:00 a.m. to 5:00 p.m. but the employee’s schedules are at the discretion of the supervisor and dependent on the needs of the business.

Travel:

• Travel is primarily local during the business day, although some out-of-area and overnight travel may be expected.

Physical Abilities Required for this Job:

The physical demands described here are representative of those that must be met to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential functions.

• While performing the duties of this job this individual is regularly required to walk, sit, talk, hear, use their hands and fingers (manual dexterity), use a telephone, and occasionally lift and /or move up to 25 pounds. 
• Specific vision abilities required by this position include, close vision, and the ability to adjust focus.

Mental Abilities Required for this Job:

• The ability to solve problems, make decisions, supervise others, interpret data, organize information, written and oral communication and read/write.

NOTE: This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee(s) will possess the skills aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship.

The company is an equal opportunity employer, drug-free workplace, and complies with ADA regulations as applicable.