Client Account Manager

Overview

Built on meritocracy, our unique company culture rewards self‑starters and those who are committed to doing what is best for our customers.

Provide service associated with administration of Employee Benefit policies. Provide all necessary support to the production efforts which are necessary for the achievement of the department's goals and objectives.

• Participate in client meetings/sales calls with brokers, employee enrollment meetings and all departmental service meetings.
• Responsible for the servicing of selected Group Agency Accounts. Functions include but are not limited to reconciliation of claim issues, benefit inquiries, enrollment issues, and carrier premium billing discrepancies.
• Handle telephone inquiries.
• Intake and audit control of enrollment information.
• Track inquiries and complaints regarding carrier claims resolution.
• Act as liaison to intervene with delays in claim processing.
• Correspond with carriers, members and providers to educate, clarify benefits, resolve claims, verify eligibility and resolve disputes.
• Investigate, research and provide timely responses to all service issues.
• Assist with implementation of new Business initiatives.
• Assist with training of new Account Managers.
• Routinely educate on current or pending Federal and State legislation with regard to HIPAA, COBRA laws, FMLA and any other legal issues as they pertain to Employee Benefits.
• Pursue a program of personal and professional development.
• All other duties as assigned.

• Excellent oral and written communication skills.
• Strong human relations and professional skills.
• Must be able to speak clearly and communicate effectively over the telephone and in person to individuals and large groups of employees.
• Ability to listen for long periods while maintaining assimilation.
• Carry out dialogue in a soothing manner; even in instances when the other party may be rude, abusive or argumentative.
• Capable of making independent decisions using reasonable judgment.
• Strong orientation to customer service.
• Excellent telephone and verbal skills.

• Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, PowerPoint, and Publisher. Able to create, edit, and merge letters, spreadsheets, labels, etc.
• Proficient knowledge of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.).
• NYS Life, Accident & Health License required.
• Preferred:
  College Degree in a business‑related field or equivalent experience.
• 3 years in Employee Benefits customer service at an agency or company level.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

• Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard, mouse and telephone on a constant basis 7-8 hours per day.
• Speech and hearing sufficient for in‑person and telephone communication on a constant basis 7-8 hours per day.
• Vision sufficient for constant use of a computer monitor.
• Ability to sit at a desk on a constant basis 7-8 hours per day.

70,000 – 85,000 (annual) or Hourly

• Health Benefits:
  
  Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits:
  
  ESPP, 401k, Student Loan Assistance, Tuition Reimbursement
• Mental Health & Wellness:
  Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits:
  Paid Time Off, Holidays, Preferred Partner Discounts and more.
• Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.