Health & Welfare Account Manager

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Sentinel Group

SiteLinkedInTodas as Vagas

201 - 500 funcionários

Fundada em 1987

💼 Consultoria

🛡️ Seguros

🏥 Saúde

Consulting • Insurance • Healthcare

O Grupo Sentinel é um serviço de planejamento financeiro que auxilia indivíduos, empregadores e profissionais financeiros na organização e gerenciamento das finanças para diversos eventos da vida. Seus serviços incluem orçamento, planejamento de aposentadoria, gestão de dívidas e seguro de vida, oferecendo aos clientes ferramentas e recursos para alcançar o bem-estar financeiro. Eles também oferecem webinars educacionais para ajudar as pessoas a compreender e melhorar sua saúde financeira.

Descrição

• Develop and maintain professional relationships with Sentinel’s client base • Lead the client experience through proactive outreach, timely responses, expert advice, and advocacy for assigned clients • Hold regular client meetings and manage service-level agreements • Respond to direct client inquiries and help manage general plan operations • Manage escalated client and participant issues through the Sentinel ticket system • Use problem-solving and critical-thinking skills to address non-routine inquiries and issues • Leverage Sentinel’s tools and data to help clients develop strategies for employee benefits education and selection • Identify innovative ways to meet client needs and improve existing processes • Collaborate with colleagues and other business units to drive results • Manage and exceed client expectations

🎯 Requisitos

• 3–5 years of client service, account management, or related experience in the financial or benefits services industry • Ability to obtain Section 125 Cafeteria Plan certification within one year of hire • Ability to communicate with clients to problem-solve and create a positive experience • Ability to work independently with limited supervision • Ability to work well with people from different disciplines and varying levels of technical and industry experience • Experience servicing multiple clients promptly and accurately • Desire for continuous learning and ability to utilize resources to gather information • Willingness to take on new clients, projects, and responsibilities • Team-oriented attitude and ability to work effectively with internal colleagues • Ability to manage time effectively to meet deadlines and client expectations • Motivation to streamline processes and improve efficiencies • Familiarity with managing reimbursement accounts (FSA, HRA, HSA) is a nice-to-have

🏖️ Benefícios

• Flexible work schedules, including remote and hybrid options • Career pathing and career development • Parental leave and family care programs • Mental health resources • Tuition reimbursement program • Generous time off policies, including unlimited Flexible Time Off after 2 years of service • Employee events, including holiday parties, summer cookouts, and wellness days • Free guidance from a Financial Planner for retirement investments • Four-week paid sabbatical after 10 years of service • PTO (vacation, sick, personal time bank) • FTO (Flexible time off for vacation, sick, and personal time) after 2 years of service • 12 Paid Holidays (10 stated and 2 floating holidays) • 2 Community Volunteer Days • 5 Summer Half Days • Medical, Dental, Vision • Life Insurance • LTD & STD • Retirement Plan with 4% Employer Match • Parental Leave