Account Manager – Flex, HRA, HSA

Role Overview

• Manage a portfolio of employer group accounts focused on Flex, HRA, and HSA programs to ensure satisfaction, retention, and long-term partnership
• Serve as the primary liaison for plan sponsors, brokers, and internal teams to deliver an exceptional client experience
• Provide subject matter expertise on consumer-directed benefit programs, including regulatory compliance (IRS, ERISA, COBRA, HIPAA, ACA) and industry best practices
• Oversee day-to-day account management activities including plan design, implementation, issue resolution, renewals, and ongoing program administration
• Ensure accurate and timely delivery of reporting, funding requests, and reimbursement processes
• Collaborate with internal operations, finance, eligibility, and claims teams to proactively address client needs and drive continuous improvement
• Maintain relationships with senior-level client contacts in HR, Benefits, and Finance departments
• Lead and participate in client meetings, presentations, and renewal discussions, providing data-driven insights and recommendations
• Monitor service performance against established SLAs and client expectations
• Establish cadence of regular strategic service meetings with clients and brokers
• Identify opportunities for additional services or plan enhancements to support client goals

Requirements

• Bachelor’s degree or equivalent related experience
• 3–5 years of account management experience in the TPA, insurance, or employee benefits industry, with specific exposure to FSA, HRA, HSA, COBRA, and commuter benefits
• Strong knowledge of self-funded health plans, consumer-directed benefit accounts, and applicable federal regulations
• Proven experience engaging and building relationships with brokers and employer group executives
• Excellent written, verbal, and presentation skills
• Strong organizational skills and attention to detail
• Experience with Alegeus benefits administration platform strongly preferred
• Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook
• Analytical thinking, creative problem-solving, and sound decision-making abilities
• Self-motivated, results-driven, and able to manage multiple priorities
• Ability to travel as needed
• Active state insurance license is preferred.

Benefits

• Comprehensive medical, dental, vision, and life insurance coverage
• 401(k) retirement plan with employer match
• Health Savings Account (HSA) & Flexible Spending Accounts (FSAs)
• Paid time off (PTO) and disability leave
• Employee Assistance Program (EAP)