About the Team/Role
Account Management
How you'll make an impact
Resource for Employer and Partner FSA, HRA, HSA and Transit account questions.
Utilize CRM tool to document and review all client activity.
Assist clients with billing questions, payments, and invoices.
Respond to phone calls and email inquiries within Service Level Agreements.
Resolve Employer and Partner Escalations. Partnering with internal teams as needed.
Provide necessary Reporting for Employer Groups.
Proactively identifies potential issues and provides resolution when needed.
Complete annual renewal process and ensure a smooth open enrollment period for assigned employer groups.
Act as liaison between client and IT technical and operational teams.
Communicate with internal teams about changes in Employer Group plans to ensure group loyalty.
Subject Matter Expert on Employer Group
Develop long term relationships with assigned clients to assist in increasing client satisfaction and ultimately increase client retention
Work with appropriate stakeholders on assigned clients to understand their business needs
Familiarity with Employer Group's Plan designs
Familiarity with Employer Groups File Schedules
Prepare group for open enrollment and high volume periods
Maintain weekly touch base meeting cadence and agendas
Meets or exceeds all quality standards
Work to meet Partner SLA's
Ensure privacy according to HIPAA, HITECH, Red Flag Rules and other regulations
Other duties as assigned
Experience you'll bring
Must be willing to work the following hours to include possible holidays and occasional overtime
Training hours - 8-4:30 CST
Schedule after training - 10:30 AM-7:00 PM CST
Experience with OnBase, WEX Health Cloud and benefit plans (Health Savings Accounts, Health Reimbursement Arrangements, Flexible Spending Accounts, Dependent Care Accounts and Transit accounts) is a plus
Demonstrated excellent customer service skills
Excellent verbal and written communication skills
Positive, professional attitude and phone etiquette
Attention to detail and ability to act as liaison between other teams in order to produce final resolution
Excellent analytical and organizational skills