PreTax Account Manager-Employer Groups and Partners
About The Position
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. Your Impact Oversees the day-to-day PreTax administration for Employers and Partners Answer inbound phone calls from a queue-based system and email inquiries within Service Level Agreements Utilize 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 team as needed Provide necessary Reporting for Employer Groups Proactively identifies potential issues and provides resolution when needed Complete annual renewal process for assigned employer groups Act as liaison between client and IT technical and operational teams Communicate with internal teams about changes in Employer Group plans to ensure group loyalty Successful Candidate Will Have Experience with PreTax administration is required 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 in order to produce final resolution Excellent analytical and organizational skills Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and over 5,000 employees across the US and Canada. Our industry recognition includes being named a Best Places to Work in Insurance for the past five years (2018-2022) and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Pay Range: $55,000.00 - $75,000.00 Annual The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: www.risk-strategies.com/careers. Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice. Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions.
Requirements
- Experience with PreTax administration is required
- 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 in order to produce final resolution
- Excellent analytical and organizational skills
Responsibilities
- Oversees the day-to-day PreTax administration for Employers and Partners
- Answer inbound phone calls from a queue-based system and email inquiries within Service Level Agreements
- Utilize 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 team as needed
- Provide necessary Reporting for Employer Groups
- Proactively identifies potential issues and provides resolution when needed
- Complete annual renewal process for assigned employer groups
- Act as liaison between client and IT technical and operational teams
- Communicate with internal teams about changes in Employer Group plans to ensure group loyalty
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
