Pre-Tax Account Manager

🕒 September 25, 2025

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Risk Strategies Company

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🏢 Enterprise

💸 Finance

Enterprise • Finance • Insurance

Risk Strategies Company is a comprehensive insurance brokerage and risk management firm. It offers a wide range of services including commercial insurance, employee benefits, private client insurance, and specialty risk management solutions tailored to the unique needs of businesses and individuals. With expertise across diverse industries, Risk Strategies provides innovative and customized solutions to mitigate risks and optimize coverage. Their client-centric approach ensures personalized service and dedicated support, making them a trusted partner in managing risk and developing resilience.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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