Inspira Financial

Compensation

Full Description

The Account Manager I position is responsible to deliver dedicated service to our value level clients and partners by forging solid, long lasting business relationships. The Account Manager I role serves as the primary point of contact and adds customer value by responding to the client/partner needs and ensuring customer satisfaction by providing support and assistance with issue resolution, navigating and collaborating internally as needed to deliver a timely result.   Essential Job Duties and Responsibilities: · Deliver service to clients and partners leveraging knowledge of Consumer Directed Benefits · Provide onboarding support for new clients to ensure a positive “Go Live” experience · Serve as a liaison and coordinate internally to drive resolution for clients and partners · Represent the voice of the customer by advocating for system enhancements, process change and product enhancements · Deliver training and support to clients to ensure they are equipped to handle various aspects of plan administration · Educate clients and partners and recommend solutions to enhance their experience · Monitor account activity and alert clients and partners, as needed · Facilitate corrections to participant enrollment records, as needed · Establish rapport and build solid relationships with clients and partners · Initiate Salesforce cases and monitor to drive timely problem resolution for clients and participants · Maintain Salesforce records, including case management and overall system hygiene ensuring data accuracy · Continuously expand knowledge and experience with Consumer Directed Benefits · Stay abreast of regulatory changes and communicate with clients/partners as appropriate   The typical schedule for this position is Monday to Friday, from 8 a.m. to 5 p.m. CT, with 10% to 15% nationwide travel. Qualifications Education and Experience: Associate’s degree. Bachelor’s Degree preferred with a minimum of one-year third party benefit administration experience including Consumer Directed Benefits, administration, or the equivalent combination of education and experience will be considered.   Accountabilities: · Manage case resolution time and case volume/severity at the client level · Continuously improve client feedback scores · Consistently operate within Inspira's service metrics that meet or exceed client retention goals   Knowledge, Skills, and Abilities: · Knowledge and experience with Consumer Direct Benefits · Demonstrated strength in customer service delivery · High energy, positive outlook, accountable, transparency, and integrity. · Strong analytical, critical thinking, and problem-solving skills · Ability to foster an atmosphere of teamwork within and between departments · Excellent overall communication skills with the ability to successfully command conversations and deliver presentations · Ability to maintain confidentiality of records and information · Strong organizational skills including the ability to manage multiple projects and details simultaneously · Thorough attention to detail and accuracy of work · Experience operating typical desktop hardware and software including Consumer Directed Benefits and proficiency with Microsoft’s Office 365 core applications (Word, Excel, Power Point, Outlook, and Teams) · Experience with Salesforce and applications desired but not required