Account Manager

Description

Job Title: Account Manager

FLSA Status: Exempt

*This role reports to the Charlotte, NC office or remotely in the Coldwater, Michigan area*

Who We Are

Benefits are complicated but by using innovative technology, paired with attentive and dedicated customer service, it doesn’t have to be! At Flores, we focus on technology and customer service, so our clients can focus on their employees. With a 95% retention rate, we continue to grow our footprint across the US. 

At Flores, we are passionate about our clients having a great experience and this also applies to our team and our future team members. Building a remarkable team is a top-level company priority. An Account Manager serves as the primary liaison between Flores and the client. This position manages the client and participant relationship for an assigned number of groups which tend to see higher participation and utilize more of the services provided by Flores. This position is responsible for complete client satisfaction for services delivered. The Account Manager reports to their Team Leader and Director of Account Management.

What You’ll Do

• Utilize and articulate necessary technical IRS Code and general employee benefit knowledge regarding Flexible Spending Accounts, Cafeteria Plans, Health Reimbursement Arrangements, HSA administration, COBRA and Direct Reimbursement models to address client/participant questions and inquiries.
• Field higher level phone calls from clients throughout the day regarding the benefits Flores offer, and answer any questions or requests participants may have in a timely manner.
• Manage daily participant account data including exception reports, status changes, claims outside of enrollment and other client/participant reporting.
• Complete and be accountable for daily tasks such as claims adjudication, audit procedures and account reconciliation on both an individual and corporate level. 
• Provide a high level of customer service to assigned clients and all participants by creating a positive relationship with both parties.
• Prepare for and execute seasonal activities such as re-enrollment and non-discrimination testing.
• Research technical and legal questions posed by clients using internal resources and outside legal resources retained by the firm.
• Facilitate new client implementation and assists in adding additional lines of services to pre-existing groups.
• Act as a resource for Associate Account Managers, and other Account Managers within the department.
• Serve as the primary contact for multiple clients, and address requests in a timely manner.
• Maintain quality work that exemplifies and promotes Flores’ core values. 

Requirements

Who You Are 

• A graduate of a Bachelor’s degree program from a four-year college or university, with previous experience in benefits management, customer service or accounting related field preferred, but not required. 
• A detail orientated individual with strong organizational and prioritizing skills, and the ability to be flexible and multi-task in a collaborative environment.
• Able to confidently use independent judgment and expertise to manage groups.
• Someone with strong interpersonal skills who understands that our business objective is to provide superior customer service and can handle conflict in a professional manner.
• An internally motivated individual looking to grow personally and professionally.
• A qualified candidate who possesses above average analytical and problem-solving skills. 
• Able to perform this job successfully and grow into managing significant client relationships.

Work Environment

Flores’ office hours are Monday through Friday, 8:30 a.m. to 5 p.m. EST. This role operates in a professional office environment or home office environment. This role is mostly sedentary and consists of prolonged periods sitting at a desk and working on a computer. This role also utilizes other tools such as a phone, copy machine, and printer. Common programs often used are Outlook, Word, and Excel. In addition, Flores uses proprietary software programs that are developed and maintained in-house. This position frequently communicates with Flores team members, brokers, and clients, and must be able to exchange accurate information clearly in these situations. 

At Flores, we invest in our people, our community and our technology and strive to provide work life balance, paired with professional growth for each of our employees. We provide an innovative benefit solution for our clients but that does not apply just to our clients. They extend to our team too!

Being in the benefit space, we strive to provide a benefit package that will help each of our team members be their best! Full time eligible employees have access to company paid premiums, company funded HSAs, company matching program for our 401k and a generous vacation policy, all speak to this! Giving back is in in our DNA. Our volunteer programs allow employees to engage and share their time and efforts within our community as well. 

We aim to create a workplace where everyone feels welcomed and can bring the ultimate expression of themselves and their talent to our team and our community. We do not discriminate based on race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation. Please visit our website to learn more about our people, culture, and benefits! www.flores-associates.com.