Health & Benefits Account Manager I (Remote)
Inspira Financial Trust, LLC, Oak Brook, Illinois, United States, 60523
The Account Manager I position is responsible to deliver dedicated service to our value level clients and partners by forging solid, long lasting business relationships. The Account Manager I role serves as the primary point of contact and adds customer value by responding to the client/partner needs and ensuring customer satisfaction by providing support and assistance with issue resolution, navigating and collaborating internally as needed to deliver a timely result.
Essential Job Duties and Responsibilities
Deliver service to clients and partners leveraging knowledge of Consumer Directed Benefits
Provide onboarding support for new clients to ensure a positive "Go Live" experience
Serve as a liaison and coordinate internally to drive resolution for clients and partners
Represent the voice of the customer by advocating for system enhancements, process change and product enhancements
Deliver training and support to clients to ensure they are equipped to handle various aspects of plan administration
Educate clients and partners and recommend solutions to enhance their experience
Monitor account activity and alert clients and partners, as needed
Facilitate corrections to participant enrollment records, as needed
Establish rapport and build solid relationships with clients and partners
Initiate Salesforce cases and monitor to drive timely problem resolution for clients and participants
Maintain Salesforce records, including case management and overall system hygiene ensuring data accuracy
Continuously expand knowledge and experience with Consumer Directed Benefits
Stay abreast of regulatory changes and communicate with clients/partners as appropriate
The typical schedule for this position is Monday to Friday, from 8 a.m. to 5 p.m. CT, with 10% to 15% nationwide travel.
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Essential Job Duties and Responsibilities
Deliver service to clients and partners leveraging knowledge of Consumer Directed Benefits
Provide onboarding support for new clients to ensure a positive "Go Live" experience
Serve as a liaison and coordinate internally to drive resolution for clients and partners
Represent the voice of the customer by advocating for system enhancements, process change and product enhancements
Deliver training and support to clients to ensure they are equipped to handle various aspects of plan administration
Educate clients and partners and recommend solutions to enhance their experience
Monitor account activity and alert clients and partners, as needed
Facilitate corrections to participant enrollment records, as needed
Establish rapport and build solid relationships with clients and partners
Initiate Salesforce cases and monitor to drive timely problem resolution for clients and participants
Maintain Salesforce records, including case management and overall system hygiene ensuring data accuracy
Continuously expand knowledge and experience with Consumer Directed Benefits
Stay abreast of regulatory changes and communicate with clients/partners as appropriate
The typical schedule for this position is Monday to Friday, from 8 a.m. to 5 p.m. CT, with 10% to 15% nationwide travel.
#J-18808-Ljbffr