Job Title: Account Manager
SUMMARY
Serves as the primary liaison between Flores and
the client. Manages the client and participant relationship for
assigned number of groups. Responsible for complete client satisfaction
for services delivered.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Provides a high level of customer service to assigned clients
and all participants by creating a positive relationship with
both parties.
- Fields questions and requests from clients and handles them
in a timely manner.
- Acquires necessary technical IRS Code and general employee benefit
knowledge regarding Flexible Spending Account and Cafeteria Plans
to address client/participant questions and inquiries.
- Accountable for daily tasks such as claims adjudication, audit
procedures and account reconciliation on both an individual and
corporate level.
- Prepares and executes seasonal activities such as re-enrollment and
non-discrimination testing.
- Manages daily participant account data including exception reports,
status changes, claims outside of enrollment and other client/participant
reporting.
- Researches technical and legal questions posed by clients using
internal resources and outside legal resources retained by the
firm.
QUALIFICATIONS
To perform this job successfully and grow into managing
significant client relationships, an individual must possess the
following traits and characteristics: detail orientation, strong
organizational and prioritizing skills, ability to be flexible
and multi-task, high level of personal worth and internal motivation
and above average analytical and problem solving skills. This
skill set must be inherent in an individual that understands the
value of providing a high level of customer service.
EDUCATION AND EXPERIENCE
Bachelor's degree from a four-year college or university
with 1-5 years of work experience. Previous experience in benefits
management, customer service or accounting related field would
be a plus but is not required. The appropriate individual will
need to possess the "fit" for the position and experience
will determine level of responsibilities and duties assigned.
COMPANY OVERVIEW
Flores & Associates is a company that has established
the benchmark industry wide for managing a variety of company-sponsored
reimbursement plans. As the national leader in this niche, we
have developed a reputation for superior service, innovative technology
and a knowledgeable and friendly client management team. Our goal
is to expand our reach in the arena of employee benefit administration
while growing our business in a logical and manageable fashion.
To learn more about Flores please visit our website at www.flores-associates.com.
