Senior Reimbursement Account Manager

Fidelity InvestmentsMerrimack, NH
Onsite

About The Position

As a Senior Account Manager supporting Fidelity Health’s Clients, you will combine strong consultative account management skills with a deep knowledge of reimbursement account plan administration (i.e. Flexible Spending Accounts, Health Reimbursement Arrangements). You will work both collaboratively and independently to guide clients from post-sale through implementation and onboarding, and finally to transition to ongoing service and support. In this role, you will provide project management skills and administrative services while serving as the subject matter expert for clients during the onboarding of their reimbursement account(s). You will also contribute to expanding Fidelity’s healthcare businesses by assisting the Sales and Relationship Management Teams, and aid the Product Team in developing industry-leading solutions.

Requirements

  • 7-10 years’ experience of project management and/or consultative client account management with proven ability to build and maintain client relationships.
  • 5-7 years’ experience servicing large corporate clients.
  • Bachelor’s Degree or equivalent experience.
  • Exceptional project and account management skills including close collaboration with other teams, ensuring client satisfaction and project completeness.
  • Corporate project and/or account management with previous experience in a regulated industry such as Financial Services.
  • Proficient leadership skills consistently demonstrating the ability to get things done; taking initiative to identify service enhancements or process improvements.
  • Proven ability and success in identifying issue(s), identifying solution(s) and determining and acting on the best solution in a timely manner.
  • Strong and effective interpersonal and communication skills.
  • Demonstrated ability to balance account management servicing with sound business judgment.
  • Effective organizational, time management, facilitation and prioritization skills.

Nice To Haves

  • Preferred understanding of reimbursement account administration needs, process and regulatory knowledge.
  • Familiarity with the full range of healthcare and wellness benefits and associated recordkeeping services.
  • Preferred experience with a broad range of healthcare and wellness benefits.

Responsibilities

  • Provide project management skills and administrative services while serving as the subject matter expert for clients during the onboarding of their reimbursement account(s).
  • Help the Sales and Relationship Management Teams expand Fidelity’s healthcare businesses.
  • Help the Product Team develop industry leading solutions.
  • Proactively execute onboarding and administrative processes with quality, accuracy, and efficiency.
  • Perform root cause analysis and corrective action when necessary to ensure high-quality service delivery.
  • Develop and manage client relationships from the beginning to ensure client satisfaction with service quality.
  • Escalate and actively participate in the resolution of service issues.
  • Ensure work is completed with high quality and efficiency by understanding client project objectives and initiatives.
  • Bring voice of the customer feedback to the Product Team to help Fidelity continue to develop industry leading solutions.

Benefits

  • Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.
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