Senior Account Manager

Flores & Associates, LLC; United States; Remote; USD 70,000 - 85,000; Full time

Job summary

An established industry player seeks a Senior Account Manager to foster positive relationships with clients and brokers. This fully remote role emphasizes delivering exceptional customer service and requires expertise in benefits management. The successful candidate will manage complex accounts, provide insights, and support new client implementations while ensuring financial oversight. Join a company that values work-life balance and invests in your professional growth, offering competitive benefits and a collaborative environment. If you are passionate about client satisfaction and thrive in a dynamic setting, this opportunity is for you.

Benefits

Medical Benefits

Dental Benefits

Vision Benefits

401k with Company Match

Life Insurance

Accident Insurance

Pet Insurance

Generous Vacation Policy

Life Balance Reimbursement Plan

Qualifications

• 5+ years of experience in Account Management or benefits management.
• Strong organizational and prioritizing skills.

Responsibilities

• Provide high-level customer service to clients and brokers.
• Monitor and manage assigned work in a timely manner.

Skills

Customer Service

Account Management

Analytical Skills

Problem-Solving

Interpersonal Skills

Education

Bachelor's Degree

Tools

CRM Systems

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Fully Remote • Remote Worker - United States

Location: #LI- Remote, to be considered for this role, you must reside in one of the following states —AZ, CT, FL, GA, IL, KS, MA, MD, ME, MI, MO, NC, NJ, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, WI, WV

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. We are a leader in the field of consumer-based reimbursement plans, COBRA, and Direct Bill services.

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. A Senior 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, provides executive level plan reporting and insights, participates in internal process improvement opportunities, and serves as a subject matter expert, providing guidance and mentorship to teammates. The Senior Account Manager will report to a Director of Account Management.

What You’ll Do

• A Senior Account Manager may be assigned clients of varying sizes, industries and complexities, but the majority of the assigned book of business will likely include clients that are considered large or enterprise with more complex plan designs and requirements.
• 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 extensive 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.

-Prepare and deliver regular reporting to key stakeholders for select clients and brokers.

-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 Flores’ 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 levels and turnaround times.
• An individual with 5+ years of relevant Account Management work experience. Previous experience in benefits management, customer service or account management related field required. Experience in CDH and COBRA administration is highly preferred.
• Alegeus experience preferred but not required.
• 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.

Flores’ 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 #LI-remote office environment. To be considered for this role, you must reside in one of the following states —AZ, CT, FL, GA, IL, KS, MA, MD, ME, MI, MO, NC, NJ, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, WI, WV.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 Flores team members and candidates and must be able to exchange accurate information clearly in these situations.

How We Support Our Team

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!

• Competitive Benefits – Flores 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.

Flores & Associates 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.

Salary Description

$70,000 - $85,000 depending on experience