Account Manager

JTS Financial Services LLC•Fort Smith, AR

7d•Hybrid

About The Position

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. 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.

Requirements

Excellent verbal and written communication skills
Experience with Microsoft Office
3-5 years of work experience
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.
Ability to solve problems, make decisions, supervise others, interpret data, organize information, written and oral communication and read/write.

Nice To Haves

Bachelor's Degree not required but preferred

Responsibilities

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