Account Manager for Pre-Tax Plans

JOB DESCRIPTION: ACCOUNT MANAGER

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.

In this role, the Account Manager will be relied upon for insight and broad knowledge of all aspects of pre-tax employee benefit offerings while providing exceptional customer service. The ideal candidate will have knowledge of various health and benefit plan options available to employer groups. He or she will need to effectively establish, maintain, and manage client relationships at the employer and participant levels. He or she must have excellent communication skills, and be client-focused, with an understanding of benefits being a plus.

This position also supports the internal department operations through external communications, reports and documentation, claims processing, and payments, while also delivering customer service to both client and plan participants by answering questions and providing education on how participants may access their benefits.

We expect that the candidate may not have experience in everything required but we will provide a considerable amount of training during the onboarding of this position.

Essential Duties and Responsibilities

· Ensure overall client satisfaction by proactively managing and anticipating the day-to-day needs of clients through regular phone contact.

· Fields questions and requests from clients and participants and handles them in a timely manner.

· Assists in new client implementation and assists in adding lines of services to pre-existing groups.

· Provides support for claims-related questions from clients, employees, and brokers and is the first point of contact for any claim processing issues related to the claim processing system.

· Responsible for processing claims in a timely manner.

· Verify information included in claims to ensure accurate processing.

· Responsible for denying claims if necessary and notifying the client/employee.

· Assist in payment processing/claim reimbursement.

· Process information for clients to ensure accurate reports.

· Prepare debit cards for new clients, employees, or brokers, as needed.

· Work with brokers to communicate medical plan information to client/employees.

· Utilize claims processing system to effectively and efficiently process claims.

· Elevate issues to Director of Account Management as needed.

· Update Director regularly on the above responsibilities.

· Other duties as assigned.

Qualification Requirements:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Skills

· Ability to maintain composure in stressful situations.

· Ability to prioritize tasks/projects by level of importance.

· Ability to process paperwork in a timely manner.

· Ability to research medical plans to obtain necessary information.

· Ability to analyze financial information.

· Knowledge of major medical health plans.

· Excellent verbal and written communication

· Excellent organizational skills.

· Excellent public speaking, writing, and customer service skills.

· Ability to keep all employee/medical information strictly confidential.

· Ability to interact with outside vendors when necessary.

Education/ Experience:

· Bachelor's degree in Business/Health Administration, or related field a plus.

· Previous experience in benefits management, customer service or accounting-related field is preferred but not required.

· A qualified candidate will understand that our business objective is to provide personalized customer service. Growth and experience will determine the level of responsibilities and duties assigned.

Position Type and Hours of Work:

This is a full-time salaried position. Days and work hours are Monday through Friday, 8:30 am to 5:00 pm, or as otherwise assigned. Salary is commensurate with education and experience.

Work Environment:

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines.

Travel:

This job may require up to 5% travel to the client’s workplace and is primarily local during the business day.

Disclaimer: The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.