Health & Welfare Account Manager

Sentinel Group•Wakefield, MA

18h•$58,000 - $68,000•Remote

About The Position

We are seeking an outgoing, highly motivated individual to join our company as part of our Health & Welfare Service Team. The Health & Welfare Account Manager is responsible for developing and maintaining professional relationships with Sentinel’s client base. Our team works with employers to administer a variety of reimbursement accounts offered as a benefit to their employees. This may include Flexible Spending Accounts (FSA), Health Reimbursement Arrangements (HRA), Health Savings Accounts (HSA) and more. The role requires the individual to lead the client experience by proactively reaching out to clients to build and maintain relationships, responding to client inquiries in a timely manner, delivering expert advice, and being an advocate for a designated group of clients. The Account Manager will be accountable to the clients they serve by managing and exceeding expectations. A successful candidate will have the ability to work independently when necessary, but most importantly, collaborate cohesively with a team of colleagues and other business units to drive results.

Requirements

Experience servicing multiple clients promptly and accurately.
Possess a desire for continuous learning and ability to utilize resources to gather information.
Exhibit a willingness to take on new clients, projects and responsibilities.
Demonstrate a team-oriented attitude and ability to work well with internal colleagues in support of client needs.
Ability to work independently and manage your time effectively to meet deadlines and client expectations.
Motivation to streamline processes and improve efficiencies.
Customer-focused individual with the desire to become a subject matter expert in our field and use that expertise to improve the client experience.
Critical thinker and problem solver that is able to address a wide variety of client needs.
Ability to learn quickly, review current processes, recommend improvement opportunities and embrace change.
3-5 years of client service, account management, or related experience in the financial or benefits services industry
Ability to obtain Section 125 Cafeteria Plan certification within one year of hire
Ability to communicate with clients to problem-solve and to create a positive experience
Ability to work independently with limited supervision
Ability to work well with people from different disciplines with varying degrees of technical and industry experience

Nice To Haves

Familiar with managing Reimbursement Accounts (FSA, HRA, HSA)

Responsibilities

Lead relationships with your assigned clients by holding regular clients meetings and managing service-level agreements.
Respond to direct client inquiries and help to manage general plan operations.
Manage escalated issues through the Sentinel ticket system. This may include escalated client issues as well as participant issues.
Use problem-solving and critical thinking skills to address non-routine client inquiries and issues.
Leverage Sentinel’s suite of tools to provide clients with the data to develop strategies in order to engage their employees in the education and selection of their benefits.
Search for new and innovative ways to meet our client needs and improve our existing processes.

Benefits

PTO (vacation, sick, personal time bank)
FTO (Flexible time off for vacation, sick, and personal time) after 2 years of service
12 Paid Holidays (10 stated and 2 floating holidays)
2 Community Volunteer Days
5 Summer Half Days
Medical, Dental, Vision
Life Insurance
LTD & STD
Retirement Plan with 4% Employer Match
Parental Leave