Serve as a day-to-day liaison between our clients and our production teams, making sure we understand all goals, objectives and time constraints
Manage and facilitate client calls and new client administrator training
Maintain all client documentation such as Standard Operating Procedures and process related documentation
Engage in ongoing educational opportunities on product releases, updates and system functionality
Educate, discuss, and collaborate with clients on relevant product updates, engaging in consultation with leadership as needed
Provide concise communication regarding new system functionality, industry news, open items, project initiatives, and resolution activity
Drive continual improvement of the delivery of services from all teams; ensuring a cohesive, high quality service
Coordinate Annual Enrollment and Plan Year closeout related activities and proactively engage the clients and internal teams as needed on open items
Participate in sales finalist meetings and partner with the sales team on prospect visits and scope of services presentations
Partner with internal teams to identify and discuss trends and training needs, providing support and expertise to the Service Center team

Bachelor’s Degree in Management or Communication preferred
4+ years’ experience working with clients and building relationships with direct experience in the consumer accounts / employee benefits / benefit administration industry
Must have strong understanding of consumer spending account administration and the impact it has on the industry
Consumer accounts system(s) knowledge is critical to success
Strong relationship management and project management expertise, analytical skills, and the ability to engage and motivate multiple stakeholders across the organization
Ability to lead client meetings, deliver presentations, and establish relationships
Consultative approach to communication – giving the clients insight to activity in the market that may potentially impact their business – while providing solutions related to our platform
Demonstrated ability to partner with other functional areas/organizations to deliver a seamless experience for the customer
Ability to maintain grace under pressure – especially during the busy season;
You must be a resourceful and creative problem solver – constructively working with team members to find solutions
Tech savvy – must have a comfort level with learning new technology and being able to communicate effectively when discussing with clients.

This role is eligible to participate in the annual bonus incentive plan.
If this position is full-time or part-time benefit eligible, you will receive a comprehensive benefits package which can be viewed here: https://businessolver.foleon.com/bsc/job-board-businessolver-virtual-benefits-guide/

Account Manager

Key skills