PreTax Account Manager – Employer Groups and Partners

Role Overview

• 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

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

Benefits

• Health insurance
• Paid time off
• Professional development opportunities