Account Manager for Pre-Tax Plans
Overview
The Account Manager serves as the primary liaison between The Harrison Group and assigned administration clients for whom we administer their pre-tax benefit plans including Flexible Spending Accounts, Health Reimbursement Arrangements, and Health Savings Accounts. This role requires insight and broad knowledge of all aspects of pre-tax employee benefit offerings while providing exceptional customer service.
What You'll Do10
- 1Ensure overall client satisfaction by proactively managing and anticipating the day-to-day needs of clients through regular phone contact
- 2Communicate with internal and external customers while exemplifying excellent written/verbal communication and customer service skills
- 3Process information for clients to ensure accurate reports
- 4Provide superior client service by responding to all client inquiries within twenty-four hours
- 5Go above and beyond to educate our clients and members and equip them with the knowledge to utilize self-service tools and technology offered for their benefit administration needs
- 6Coordinate renewal activities to assure goals are accomplished in accordance with priorities, time and resources, using standard project management organization, tools and processes
- 7Utilize multiple system tools, resources and regulatory information to ensure all plan documentation is accurate and plans are compliant
- 8Professionally participate in client meetings including collaborative conversations with clients and brokers, benefit fair attendance and/or presentations to educate employees on their benefit plan offerings
- 9Maintain confidentiality in all aspects of the job responsibilities
- 10Other duties as assigned
Requirements5
- 15+ years building ETL pipelines with Spark and Airflow
- 2Strong PC and Windows skills, including proficient typing
- 3Excellent public speaking and customer service skills
- 4Ability to keep all employee/medical information strictly confidential
- 5Flexibility to work additional hours seasonally or as required by your supervisor
Salary Insight
$55 - $60k per year
Location
Required Skills
Similar open positions
Explore active roles that match your skills and interests.
US012 Marsh & McLennan Agency LLC
VerifiedSenior Account Manager Employee Health & Benefits
Lead a dynamic workload balancing client service compliance and strategic planning. Manage client inquiries schedule 30-day check-ins coordinate Form 5500 filings advise on PCORI fees Medicare Part D Section 125 ACA COBRA requirements oversee enrollment renewal confirm benefits rates and employee contributions arrange carrier training prepare benefit guides and presentations gather claims data and employee feedback collaborate with Account Executive and marketing team to develop competitive renewal strategies.
US012 Marsh & McLennan Agency LLC
VerifiedEmployee Health & Benefits Client Manager
We seek a skilled professional to lead client relationships and benefits programs. You will build relationships oversee administer programs strategic plan collaborate ensure compliance provide vendor management support during open enrollment train staff resolve issues and develop materials. This role differs by focusing on client success and regulatory adherence.
Evolution of Benefits
VerifiedAssistant Account Manager Benefits
Support Client Services Managers overseeing post-sale materials for Evolution of Benefits in Chicago. This role blends computer skills with teamwork across client services and account management.
Vozza Agency Inc.
VerifiedInsurance-Employee Benefits Account Manager
We seek an organized client-focused professional to serve as a trusted advisor for employee benefits. This role involves managing accounts and building partnerships while contributing to a client-first culture.
Private Wealth Law Group
VerifiedTax Administrator Project Manager
We seek a proactive Tax Administrator Project Manager to lead tax engagements and internal projects in a fast-paced environment. Responsibilities include tracking CPA tasks ensuring deadlines met and maintaining client communication while supporting a CPA within a professional setting.
50190 Hub International Insurance Services Inc.
VerifiedAccount Manager II - Benefits Expertise
Lead client benefits strategy at HUB International as Account Manager II. Own full account lifecycle from acquisition to renewal while driving improvements. Differentiate through strategic client partnerships and innovative program design.