Pre-Tax Account Manager

🕒 Setembro 25, 2025

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Risk Strategies Company

SiteLinkedInTodas as Vagas

5001 - 10000 funcionários

🏢 Corporativo

💸 Finanças

Enterprise • Finance • Insurance

A Risk Strategies Company é uma corretora de seguros e empresa de gerenciamento de riscos abrangente. Oferece uma ampla gama de serviços, incluindo seguros comerciais, benefícios para funcionários, seguros para clientes privados e soluções especializadas de gerenciamento de risco adaptadas às necessidades únicas de empresas e indivíduos. Com expertise em diversos setores, a Risk Strategies fornece soluções inovadoras e personalizadas para mitigar riscos e otimizar coberturas. Sua abordagem centrada no cliente garante um serviço personalizado e suporte dedicado, tornando-a um parceiro confiável na gestão de riscos e desenvolvimento de resiliência.

Descrição

• 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 identify potential issues and provide 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

🎯 Requisitos

• 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 • Excellent analytical and organizational skills • Experience using CRM tools and handling inbound phone queues • Ability to assist clients with billing questions, payments, and invoices • Ability to resolve Employer and Partner escalations and partner with internal teams

🏖️ Benefícios

• Comprehensive suite of benefits, including medical, dental, vision, disability, and life insurance • Retirement savings • Paid time off • Paid holidays for eligible employees • The total compensation for a position may also include other elements dependent on the position offered