The PES Account Manager will be the service lead on specific accounts for implementation, account management, and ongoing client support.
Essential Functions:
- Work with sales, clients, and carriers to quote, set up, and open accounts
- Conducts implementation calls to understand the client’s needs, set goals and develop a strategy to achieve them
- Collect all information needed on behalf of team members to coordinate Open Enrollment
- Monitor and assist with the enrollment process to include continuous client outreach, distribution of marketing materials and progress reports
- Organize calls at the conclusion of Open Enrollment to assess results and discuss ongoing support
- Proactively coordinate with internal teams to facilitate timely and acceptable resolution of issues to maintain a high level of customer satisfaction
- Provide day-to-day service for client accounts
- Manage billing set up and ongoing support
- Establish and maintain cooperative relationships with clients, brokers, and carriers
- Be proactive in anticipating carrier and client account and policy-level issues
- Work together with the Finance team to record and maintain accounts as needed
- Accurately maintain required records and files for Customer Service and all applicable teams to fully understand the needs and processes of the client
Skills/Qualifications:
- Minimum of 5 years of employee benefits service experience
- Must have experience with benefit administration platforms
- Knowledgeable with account implementation, service, and billing
- Ability to create strong client relationships
- Excellent communication, customer service, and interpersonal skills
- Provide guidance to the team assisting with client needs or procedural issues
- Ability to manage several projects and/or accounts at once
- Efficiently manage timeline to ensure that deadlines and customer expectations of exceptional service are met
- Ability to maintain the confidentiality of all firm and client-related information
- Ability to communicate effectively and interact with diverse personalities while maintaining a professional attitude
- Ability to ensure a high level of accuracy and attention to detail on all tasks
- Organized, self-starter with proficiency in problem-solving and prioritizing tasks
- Must perform well in a high-energy, dynamic, and team-oriented environment
- Proficiency with Microsoft Office Suite (Excel, Outlook, PowerPoint, and Word)
Benefits:
- Generous paid time off
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Retirement Plan with Employer Match
PES provides equal employment opportunities to all employees and applicants for employment without regard to religion, race, color, sex, national origin, age, disability, or genetics. In addition to federal law requirements, PES complies with applicable state and local laws governing nondiscrimination.
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Application Question(s):
- Please elaborate on your experience with managing accounts. Must be within the medical, dental, vision, and voluntary benefits fields.
Experience:
- Employee Benefits: 5 years (Required)
- Medical and Voluntary Benefits Account Management: 3 years (Required)
- Benefit Admin Platform: 3 years (Required)
Work Location: Remote
