PreTax Account Manager

🕒 June 18, 2025

🎸 Tennessee – Remote

🎸 Tennessee – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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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

• An Account Manager is responsible for building strong relationships with strategic Employer Groups and Partners. • An Account Manager needs to be proactive in responding to Employer Group and Partners related to changing regulations, product updates and potential service concerns. • 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 identifies potential issues and provides 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 in order to produce final resolution • Excellent analytical and organizational skills