4 часа назад
PreTax Account Manager
64 800 - 75 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
PreTax Account Manager (PreTax Administration/Client Service): Managing day-to-day PreTax administration and strategic employer-group relationships with an accent on client support, billing coordination, reporting, and regulatory or product updates. Focus on resolving escalations, coordinating with internal technical and operational teams, completing annual renewals, and proactively addressing service issues.
Location: Remote
Salary: $64,800–$75,000 annually
Company
is a privately held US brokerage firm providing risk management, insurance and reinsurance placement, employee benefits, private client services, consulting, and financial and wealth solutions.
What you will do
- Oversee day-to-day PreTax administration for employer groups and partners.
- Manage inbound phone and email inquiries within service-level agreements.
- Document and review client activity in the CRM system.
- Assist with billing questions, payments, invoices, and employer-group reporting.
- Resolve employer and partner escalations in partnership with internal teams.
- Complete annual renewals, coordinate plan changes, and act as a liaison with technical and operational teams.
Requirements
- Required experience in PreTax administration.
- Strong customer service skills and professional phone etiquette.
- Excellent verbal and written communication skills.
- Strong attention to detail, analytical ability, and organizational skills.
- Ability to coordinate across teams to deliver final resolutions.
Culture & Benefits
- Medical, dental, vision, disability, and life insurance.
- Retirement savings plan.
- Paid time off and paid holidays for eligible employees.
- Remote work arrangement.
- Commitment to environmental, social, and governance initiatives.
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