PreTax Account Manager

Account Manager

An Account Manager is responsible for building strong relationships with strategic Employer Groups and Partners. An Account Manager needs to be proactive in responding to Employer Group and Partners related to changing regulations, product updates and potential service concerns.

Primary Duties & Responsibilities:

• 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 identifies potential issues and provides 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

Qualifications & 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 in order to produce final resolution
• Excellent analytical and organizational skills

Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies is an Accession Risk Management Group company, with over 200 offices and more than 5,000 employees across the U.S. and Canada.

Our industry recognition includes being named a Great Place to Work, Best Places to Work in Insurance, and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.

Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics.

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