Account Manager

Account Manager role with a focus on managing client relationships, resolving client issues, and leading regular client meetings. The role requires strong customer service skills, knowledge of healthcare plans and industry, and the ability to communicate effectively with internal and external organizations.

Requirements

• Knowledge of healthcare plans, banking, and the CDHP industry or a closely related field
• 5+ years experience in benefits/financial services roles or direct business to business service experience
• Strong customer service orientation
• Ability to communicate, present, and influence credibly and effectively
• Well organized and detail attentive
• Strong work ethic and able to handle a workload of 15+ highly complex clients
• Proficiency with business and communications software (preferably Word, Excel, PowerPoint, common Windows operating systems, and Outlook)
• Salesforce and project management experience is highly desired

Benefits

• Medical, dental, and vision
• HSA contribution and match
• Dependent care FSA match
• Uncapped paid time off
• Paid parental leave
• 401(k) match
• Personal and healthcare financial literacy programs
• Ongoing education & tuition assistance
• Gym and fitness reimbursement
• Wellness program incentives