Account Manager – Flex, HRA, HSA
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Job Description
Account Manager responsible for managing and retaining employer group accounts focused on Flex, HRA, and HSA programs. Building strong relationships while ensuring client satisfaction and compliance in a remote setting.
Responsibilities:
- Manage a portfolio of employer group accounts focused on Flex, HRA, and HSA programs to ensure satisfaction, retention, and long-term partnership
- Serve as the primary liaison for plan sponsors, brokers, and internal teams to deliver an exceptional client experience
- Provide subject matter expertise on consumer-directed benefit programs, including regulatory compliance (IRS, ERISA, COBRA, HIPAA, ACA) and industry best practices
- Oversee day-to-day account management activities including plan design, implementation, issue resolution, renewals, and ongoing program administration
- Ensure accurate and timely delivery of reporting, funding requests, and reimbursement processes
- Collaborate with internal operations, finance, eligibility, and claims teams to proactively address client needs and drive continuous improvement
- Maintain relationships with senior-level client contacts in HR, Benefits, and Finance departments
- Lead and participate in client meetings, presentations, and renewal discussions, providing data-driven insights and recommendations
- Monitor service performance against established SLAs and client expectations
- Establish cadence of regular strategic service meetings with clients and brokers
- Identify opportunities for additional services or plan enhancements to support client goals
Requirements:
- Bachelor’s degree or equivalent related experience
- 3–5 years of account management experience in the TPA, insurance, or employee benefits industry, with specific exposure to FSA, HRA, HSA, COBRA, and commuter benefits
- Strong knowledge of self-funded health plans, consumer-directed benefit accounts, and applicable federal regulations
- Proven experience engaging and building relationships with brokers and employer group executives
- Excellent written, verbal, and presentation skills
- Strong organizational skills and attention to detail
- Experience with Alegeus benefits administration platform strongly preferred
- Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook
- Analytical thinking, creative problem-solving, and sound decision-making abilities
- Self-motivated, results-driven, and able to manage multiple priorities
- Ability to travel as needed
- Active state insurance license is preferred.
Benefits:
- Comprehensive medical, dental, vision, and life insurance coverage
- 401(k) retirement plan with employer match
- Health Savings Account (HSA) & Flexible Spending Accounts (FSAs)
- Paid time off (PTO) and disability leave
- Employee Assistance Program (EAP)
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