Account Manager- Charlotte, NC

Flores & Associates, LLC; Charlotte (NC); Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

Competitive benefits

Hybrid schedule

Life Balance Reimbursement Plan

Volunteer program

Job summary

FloresHR, based in Charlotte, NC, is seeking an Account Manager to build and maintain strong relationships with clients and brokers, interpret our benefits services, and support implementation and ongoing account management.

You will manage a diverse book of business, provide exceptional customer service, coordinate with internal teams, and ensure accurate account audits, reconciliations, and timely responses to escalations. This role operates in a hybrid office setting in Charlotte.

Qualifications

• 3+ years of Account Management experience in benefits/cin-focused roles.
• Experience in benefits management (CDH and COBRA) preferred.
• Strong customer service and interpersonal skills.
• Experience using the Alegeus system preferred.
• Associate or bachelor’s degree preferred.

Responsibilities

• Provide high level customer service to brokers, clients and participants.
• Assist clients and brokers through emails, calls, and conferences.
• Monitor and manage work in CRM and operational systems.
• Address client questions on FSA, COBRA, HSA, and Direct Reimbursement models.
• Assist with client implementations and expand service lines.
• Perform account audits and reconciliations.
• Respond to escalations and deescalate when needed.
• Prepare for re-enrollment and non-discrimination testing.

Skills

Customer service

Account management

Benefits management

COBRA knowledge

Alegeus system

Analytical skills

Organizational skills

Multitasking

Interpersonal skills

Conflict resolution

Education

Bachelor’s degree preferred

Associate degree preferred

Tools

Alegeus

CRM system

Outlook

Excel

Job description

Job Summary

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 is responsible for creating and maintaining positive relationships and achieving overall satisfaction with assigned clients and brokers. This position interprets our system capabilities and our services for each client’s unique needs, participates in internal process improvement opportunities, and provides guidance and support to teammates. The Account Manager will report to an Account Management Team Leader.

What You’ll Do

• An Account Manager may be assigned clients of varying sizes, industries and complexities.

You will be responsible for the following tasks for your assigned book of business:

-Provide a high level of customer service to assigned brokers, clients and participants where applicable by creating and fostering a positive relationship with all parties.

-Assist clients and brokers through multiple channels – including emails, scheduled conference calls and adhoc phone calls.

-Monitor and manage assigned work in a timely manner via our CRM system as well as within our operational systems.

-Utilize and articulate knowledge of 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.

-Research technical and legal questions posed by clients and brokers using available resources.

-Support new client implementations as needed and assist the implementation team in adding additional lines of services to pre-existing groups.

-Manage the required daily tasks for assigned accounts – including but not limited to account audits and reconciliation on both an individual and corporate level.

-Respond timely and professionally to escalations; employ appropriate tactics to appropriately deescalate situations as necessary.

-Prepare for and execute seasonal activities such as re-enrollment and non-discrimination testing in a timely manner.

-Be responsible for the financial oversight of all accounts within your assigned book of business and identify root cause as well as solution for financial issues at the corporate and participant level where applicable.

-Assist teammates with varied questions and escalations daily; provide timely feedback and direction to help them support their clients.

-Take incoming calls in a phone queue for clients who reach out to our team for general support on an as needed basis.

• Perform other duties as assigned.
• Maintain quality work that exemplifies and promotes our company’s core values.

Requirements

Who You Are

• An individual that understands the value of providing a high level of customer service.
• An individual who is hyper focused on excellent service turnaround times.
• An individual with 3+ years of relevant Account Management work experience. Previous experience in benefits management, customer service or account management related field required. Experience in benefits management (CDH and COBRA knowledge) is highly preferred.
• Experience using the Alegeus system is preferred.
• Preferred associate or bachelor’s degree but not required.
• A collaborative peer who can empower teammates to grow personally and professionally.
• 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 both clients and brokers.
• 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 with a high level of personal worth looking to grow personally and professionally.
• A qualified candidate who possesses above average analytical and problem-solving skills.

Work Environment

FloresHR’s standard work hours are Monday through Friday, 8:30 a.m. to 5 p.m. ET with an hour lunch. Roles may be approved for other schedules by managers. This role operates in a professional hybrid office environment based out of our Charlotte office (off West Morehead) (3+ days in office). 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. This position frequently communicates with FloresHR team members and candidates and must be able to exchange accurate information clearly in these situations.

How We Support Our Team

At FloresHR, 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!

• Competitive Benefits – FloresHR offers competitive medical, dental, and vision benefits for employees and their families. We also provide company funded HSA’s, Pre- and Post-tax 401k’s with a company match up to 5%, and other great benefits such as Life Insurance, Accident Insurance, Pet insurance, and more!
• Work Life Balance – We want all our team members to have time to focus on themselves and their families. We offer a Monday - Friday schedule, a generous vacation policy and a Life Balance Reimbursement Plan to support this.
• Community Involvement – We love to give back to our community, and we recognize that our team does too! We have a volunteer program in place to support our team members as they help the organizations’ they are passionate about.

Our Core Values & Diversity Focus

Our vision is to be the most admired benefits partner, and our core values and beliefs are:

• We believe in always doing the right thing.
• We believe that a remarkable service experience is possible.
• We believe in trusting one another as an operating philosophy.
• We believe that high performance teams deliver extraordinary results.
• We believe in building benefits technology that converts the complex to easy.
• We seek to empower, empathize, and respect our team members and our world.

FloresHR is proud to be an Equal Employment Opportunity employer. We do not discriminate based on race, color, creed, ancestry, national origin, citizenship, sex or gender (including pregnancy, childbirth, and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, religion, age, disability, genetic information, service in the military, or any other characteristic protected by applicable federal, state, or local laws and ordinances. We are committed to diversity and are committed to creating an inclusive environment for all employees. This is not intended to be an all-inclusive list of job related responsibilities and requirements.