Risk Strategies Company logo
Risk Strategies Company

A Specialist Approach

Pre-Tax Account Manager

Account ManagerSalesFull TimeRemoteSeniorTeam 5,001-10,000H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

174 days ago

Salary

$64.8K - $75K / year

Seniority

Senior

English

Job Description

• Oversees the day-to-day PreTax administration for Employers and Partners • Answer inbound phone calls from a queue-based system and email inquiries within Service Level Agreements • Utilize CRM tool to document and review all client activity • Assist clients with billing questions, payments, and invoices • Resolve Employer and Partner escalations, partnering with internal team as needed • Provide necessary reporting for Employer Groups • Proactively identify potential issues and provide resolution when needed • Complete annual renewal process for assigned employer groups • Act as liaison between client and IT technical and operational teams • Communicate with internal teams about changes in Employer Group plans to ensure group loyalty

Job Requirements

  • Experience with PreTax administration is required
  • Demonstrated excellent customer service skills
  • Excellent verbal and written communication skills
  • Positive, professional attitude and phone etiquette
  • Attention to detail and ability to act as liaison between other teams
  • Excellent analytical and organizational skills
  • Experience using CRM tools and handling inbound phone queues
  • Ability to assist clients with billing questions, payments, and invoices
  • Ability to resolve Employer and Partner escalations and partner with internal teams

Benefits

  • Comprehensive suite of benefits, including medical, dental, vision, disability, and life insurance
  • Retirement savings
  • Paid time off
  • Paid holidays for eligible employees
  • The total compensation for a position may also include other elements dependent on the position offered

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