Account Manager – Spending Accounts

Job Overview

JOB DETAILS

REQUIREMENTS

• Minimum of 3 years demonstrated client services experience within consumer spending health plans, such as Flexible spending accounts, Health reimbursement accounts, Health savings accounts is required.
  • Experience must include successful implementation of new accounts and proven retention of existing business.
• Experience within a third-party administration, benefits brokerage, health and welfare consulting, health care, or insurance related industry is preferred.
• Related exposure to Benefits Administration, HRIS, and/or Payroll environments is preferred.
• Proficiency in the Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook is required.

RESPONSIBILITIES

• Manage client expectations and drive decisions relating to timing, procedures and documentation of implementations, open enrollments, and ongoing deliverables with the collaboration and support of a cross-functional team.
• Lead and participate in client meetings and presentations.
• Assist in gathering clients’ plan requirements to support the creation and documentation of internal specifications, test plans, training materials, and procedures.
• Develop and implement solutions and provide support as needed to client issues such as claims, billing, and enrollment materials.
• Coordinate open enrollment deliverables, such as meetings, applications, election forms, consumer plan information, and materials for clients and their respective employees.
• Review and revise plan materials and provide proper communication to clients and their employees regarding consumer plan updates and changes.
• Assist with developing employee materials and providing on-site training on plan programs and procedures.
• Respond timely and consistently to all client inquiries while establishing expectations for a trusted partnership.
• Ensure all client deliverables adhere to specified quality standards.
• Proven ability to effectively manage complex and escalated issues.
• Summarize and report project status to Spending Accounts Team Manager.
• Assist with special projects as determined by Spending Accounts Team Manager.
• Manage complex client issues.

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