Health & Welfare Account Manager

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Sentinel Group

WebsiteLinkedInAlle Stellen

201 - 500 Mitarbeiter

Gegründet 1987

💼 Beratung

🛡️ Versicherung

🏥 Gesundheitswesen

Consulting • Insurance • Healthcare

Die Sentinel Group ist ein Finanzplanungsdienst, der Einzelpersonen, Arbeitgebern und Finanzfachleuten bei der Organisation und Verwaltung von Finanzen für verschiedene Lebensereignisse unterstützt. Zu ihren Dienstleistungen gehören Budgetierung, Altersvorsorgeplanung, Schuldenmanagement und Lebensversicherung, wodurch sie den Kunden Werkzeuge und Ressourcen zur Verfügung stellen, um finanzielles Wohlbefinden zu erreichen. Sie bieten auch Bildungs-Webinare an, um Einzelpersonen zu helfen, ihre finanzielle Gesundheit zu verstehen und zu verbessern.

Beschreibung

• 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

🎯 Anforderungen

• 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

🏖️ Vorteile

• 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