Note: The job is a remote job and is open to candidates in USA. HealthEquity empowers healthcare consumers through health and wealth solutions. The Account Manager - COBRA serves as the primary contact for assigned client accounts, managing relationships, resolving issues, supporting operational activities, and educating clients on products, services, and plan administration.
Responsibilities
- Services and owns relationship for clients with lower to moderate levels of complexity and size. (500+ Benefit Eligibles)
- Own the process and outcomes for resolving client issues. Takes full ownership to manage and resolve client issues ranging from simple to moderate. Leverages existing processes, escalates when needed, ensures issue closure
- Lead regular client meetings and maintain action logs
- May own project plans to manage low to moderate complex projects
- Oversee file processing and account activities to ensure client satisfaction and SLA adherence
- Responsible for client documentation and to provide internal teams with client specific processes, procedures, and alerts
- Lead annual review meetings (onsite as needed)
- Advocate client needs and requests with internal stakeholders
- Educate clients on the tools and resources available on HealthEquity’s systems
- Assists client in understanding their plan design options, the impacts of those decisions to HealthEquity’s administration of the client’s plan(s) and the impact to their employees and the resulting member experience
- Explains HealthEquity’s administrative capabilities as a result of these decisions, including claims adjudication and payment; debit card functionality; payroll, enrollment and eligibility file interactions; carrier integrations; compliance changes, etc
Skills
- Knowledge of healthcare plans, banking, the CDHP – Consumer Directed Health Plan – industry or a closely related field as normally obtained through the completion of a High School Diploma / Bachelor's Degree
- 5+ years experience in benefits/financial services roles or direct business to business service experience
- A strong customer service orientation is essential
- Able to communicate, present and influence credibly and effectively at all levels of internal and external organizations. Tailor communications to the targeted audience
- Well organized and detail attentive in both quality and accuracy
- Strong work ethic and able to handle a workload of 15+ highly complex clients
- Demonstrate effective meeting management and presentation skills
- Proven track record of success leading enterprise size clients through leadership and exceptional service
- Adept at developing and maintain relationships
- Able to operate independently with minimal supervision
- Proficiency with business and communications software (preferably Word, Excel, PowerPoint, common Windows operating systems, and Outlook) is required
- Salesforce and project management experience is highly desired
Benefits
- Performance-based incentives as part of the total compensation package
- Medical, dental, and vision
- HSA contribution and match
- Dependent care FSA match
- Uncapped paid time off
- Paid parental leave
- 401(k) match
- Personal and healthcare financial literacy programs
- Ongoing education & tuition assistance
- Gym and fitness reimbursement
- Wellness program incentives
- HealthEquity covers all required travel and accommodations for onsite Trailhead onboarding
Company Overview