Offer summary

Qualifications:

Experience with PreTax administration is required., Demonstrated excellent customer service skills., Excellent verbal and written communication skills., Strong analytical and organizational skills with attention to detail..

Key responsibilities:

Oversees the day-to-day PreTax administration for Employers and Partners.

Handles inbound phone calls and email inquiries within Service Level Agreements.

Provides necessary reporting for Employer Groups and resolves escalations as needed.

Acts as a liaison between clients and internal teams to ensure effective communication.

Job description

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.

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