Pre Tax Account Manager – FSA, HRA, HSA

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $75k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 0%

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Brown & Brown Insurance

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1939

💸 Finance

🛡️ Insurance

Finance • Insurance

Brown & Brown Insurance is one of the largest independent insurance brokerages globally, providing a comprehensive range of risk management solutions. Established in 1939, the company offers personal and business insurance, employee benefits, and various national programs. Brown & Brown is committed to diversity, inclusion, and belonging, fostering a culture that values talent and experience. With over 500 locations, the company is well-positioned to meet the diverse needs of its clientele and is listed on the New York Stock Exchange under the ticker BRO. The firm's strategic focus on mergers and acquisitions highlights its disciplined growth strategy.

📋 Description

• Build strong relationships with strategic Employer Groups and Partners • Respond proactively to Employer Group and Partner inquiries regarding changing regulations, product updates and potential service concerns • Oversee day-to-day administration of FSA, HRA, and HSA accounts for Employers and Partners • Answer inbound phone calls through a queue-based system and respond to email inquiries within Service Level Agreements • Use the CRM tool to document and review client activity • Assist clients with billing questions, payments, and invoices • Resolve Employer and Partner escalations by partnering with internal teams as needed • Identify potential issues proactively and provide resolution • Complete the annual renewal process for assigned employer groups • Develop long-term client relationships to increase satisfaction and retention • Work with stakeholders to understand assigned clients’ business needs

🎯 Requirements

• Experience with FSA, HRA and HSA administration is a plus • Compliance experience is a plus • 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 to produce final resolution • Excellent analytical and organizational skills • Familiarity with Employer Group’s Plan designs and file schedules

🏖️ Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance • Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement • Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services • Paid Time Off • Holidays • Preferred Partner Discounts