Pre Tax Account Manager - FSA, HRA, HSA

Brown & Brown Insurance

About The Position

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Pre-Tax Account Manager to join our growing team. An Account Manager is responsible for building strong relationships with strategic Employer Groups and Partners. An Account Manager needs to be proactive in responding to Employer Group and Partners related to changing regulations, product updates and potential service concerns.

Requirements

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 to produce final resolution
Excellent analytical and organizational skills

Nice To Haves

Experience with FSA, HRA and HSA administration is a plus
Compliance experience is a plus

Responsibilities

Oversees the day-to-day administration of FSA, HRA, and HSA accounts for Employers and Partners.
Answer inbound phone calls from a queue-based system and email inquiries within Service Level Agreements.
Utilize the CRM tool to document and review all client activity.
Assist clients with billing questions, payments, and invoices.
Resolve Employer and Partner Escalations. Partnering with internal teams as needed.
Proactively identifies potential issues and provides resolution when needed.
Complete annual renewal process for assigned employer groups.
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 and file schedules