Account Manager

JOB DESCRIPTION: ACCOUNT MANAGER

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The Account Manager serves as the primary liaison between The Harrison Group and assigned administration clients for whom we administer their pre-tax benefit plans including Flexible Spending Accounts, Health Reimbursement Arrangements, and Health Savings Accounts.

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In this role, the Account Manager will be relied upon for insight and broad knowledge of all aspects of pre-tax employee benefit offerings while providing exceptional customer service. He or she will need to effectively establish, maintain, and manage client relationships at the employer and participant levels. He or she must have excellent communication skills, and be client-focused, with an understanding of benefits being a plus.

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This position is responsible to process, coordinate and assure compliance and adherence to each client’s plan specifications. In addition, the Account Manager may be responsible for the oversight of the implementation process for new and renewing groups, as well as the oversight and development of documentation for all new and existing clients.

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We expect that the candidate may not have experience in everything required but we will provide a considerable amount of training during the onboarding of this position.

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Essential Duties and Responsibilities

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· Ensure overall client satisfaction by proactively managing and anticipating the day-to-day needs of clients through regular phone contact.

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· Communicate with internal and external customers while exemplifying excellent written/verbal communication and customer service skills.

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· Process information for clients to ensure accurate reports.

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· Provide superior client service by responding to all client inquiries within twenty-four hours

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· Go above and beyond to educate our clients and members and equip them with the knowledge to utilize self-service tools and technology offered for their benefit administration needs

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· Coordinate renewal activities to assure goals are accomplished in accordance with priorities, time and resources, using standard project management organization, tools and processes.

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· Utilize multiple system tools, resources and regulatory information to ensure all plan documentation is accurate and plans are compliant

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· Professionally participates in client meetings including collaborative conversations with clients and brokers, benefit fair attendance and/or presentations to educate employees on their benefit Plan offerings.

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· Maintain confidentiality in all aspects of the job responsibilities.

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· Other duties as assigned.

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Qualification Requirements:

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To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

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Skills

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· Ability to maintain composure in stressful situations.

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· Ability to prioritize tasks/projects in a fast-paced environment while utilizing organizational/time management skills to perform all duties and job tasks accurately and efficiently

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· Ability to respond to client inquiries in a professional and timely manner

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· Proficiency in verbal and written communication and the ability to solve problems with minimal supervision

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· Superior organization and time management skills

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· Strong PC and Windows skills, including proficient typing

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· Excellent public speaking and customer service skills

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· Ability to keep all employee/medical information strictly confidential

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· Ability to work collaboratively to complete job tasks; including interacting with outside vendors when necessary

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· Flexibility to work additional hours seasonally or as required by your supervisor

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Education/ Experience:

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· A qualified candidate will understand that our business objective is to provide personalized service. Growth and experience will determine the level of responsibilities and duties assigned.

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· Previous experience in benefits management, customer service or accounting-related field is preferred but not required.

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· Bachelor's degree in Business/Health Administration preferred but not required.

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Position Type and Hours of Work:

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This is a full-time salaried position. Days and work hours are Monday through Friday, 8:30 am to 5:00 pm, or as otherwise assigned. Salary is commensurate with education and experience. Upon successful introductory period, employee may be offered a HYBRID schedule with 1-2 days as Work From Home.

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Work Environment:

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This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines and the Microsoft Office Suite.

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Travel:

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This job may require up to 5% travel to the client’s workplace and is primarily local during the business day.

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• Disclaimer: The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.
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