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HSA Account Manager
$85k-115k (estimate)
Full Time | IT Outsourcing & Consulting
8 Months Ago
Sorry! This job is no longer available. Please explore similar jobs listed on the left.
Genesis10 is Hiring a HSA Account Manager Near Green, WI
Genesis10 is currently seeking a HSA Account Manager for a contract lasting through June 2024 working with a bank in Green Bay, WI.
Key Result Areas:
* Customer Service
* Communication
* Problem Solving
* Accuracy
* Sense of Urgency
* Customer Retention
* Collaboration
* Decision Making
* Operational/Procedural Activities
* Confidentiality
* Special Projects
Job Accountabilities:
* Resolves and answers any client problem or question by being an "inside" technical expert and a client advocate with the carrier/vendors. Solve or advise on practical problems faced by clients and/or prospects in the areas of insurance and retirement plan services. Deals with clients on routine, sensitive or urgent topics and be able to provide answers and advice either immediately or within a reasonable period of time. Interprets a variety of laws, regulations, policies, procedures and convey the information to clients either directly or through written communication.
* Maintains client and policy information in the customer management system, which includes new business production and renewal plan documents.
* Anticipates clients needs and proactively initiates communication and/or resolution through introductory calls (introducing the client to their service team, administrative procedures, and contact information), pro-active semi-annual service calls (reviewing recent services, upcoming seminars/webinars, use of their technical services, etc), and frequent updates during the life of an issue, client specific vendor evaluations, and/or program support.
* Tracks and manages new business and rewrites submissions through the insurance company underwriting process.
* Provides support and assistance to Consultants including, assisting with client service issues brought to the Consultant's attention. Where appropriate, keeping the Consultant informed of insurance company underwriting procedures; setting appointments to meet with clients on renewals; obtaining claims experience reports and maintaining client files.
* Organizes work flow to ensure quick, efficient processing of mail, work-in-process issues, and client files to maintain a "no backlog' status.
* Develops "expertise areas" as assigned - these may be in relation to specific products, insurance companies, or computer programs.
Qualifications:
Education: High School (Required), Bachelor's Degree (Preferred)
Experience: 1-3 years Customer service (Required), 2-4 years Insurance agency environment or with an insurance carrier or Registered Investment Advisor (Preferred)
If you have the described qualifications and are interested in this exciting opportunity, apply today!
Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year-in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals.
Benefits of Working with Genesis10:
* Access to hundreds of clients, most who have been working with Genesis10 for 5-20 years.
* The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years.
* Access to an experienced, caring recruiting team (more than 7 years of experience, on average.)
* Medical, Dental, Vision
* Health Savings Account
* Voluntary Hospital Indemnity (Critical Illness & Accident)
* Voluntary Term Life Insurance
* 401K
* Sick Pay (for applicable states/municipalities)
* Commuter Benefits (Dallas, NYC, SF)
* Remote opportunities available
For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and to view all our available career opportunities, please visit us at our website.
Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Genesis10-74123698
Genesis10 is an Equal Opportunity Employer/Minorities/Female/Disabled/VeteranKey Result Areas:
* Customer Service
* Communication
* Problem Solving
* Accuracy
* Sense of Urgency
* Customer Retention
* Collaboration
* Decision Making
* Operational/Procedural Activities
* Confidentiality
* Special Projects
Job Accountabilities:
* Resolves and answers any client problem or question by being an "inside" technical expert and a client advocate with the carrier/vendors. Solve or advise on practical problems faced by clients and/or prospects in the areas of insurance and retirement plan services. Deals with clients on routine, sensitive or urgent topics and be able to provide answers and advice either immediately or within a reasonable period of time. Interprets a variety of laws, regulations, policies, procedures and convey the information to clients either directly or through written communication.
* Maintains client and policy information in the customer management system, which includes new business production and renewal plan documents.
* Anticipates clients needs and proactively initiates communication and/or resolution through introductory calls (introducing the client to their service team, administrative procedures, and contact information), pro-active semi-annual service calls (reviewing recent services, upcoming seminars/webinars, use of their technical services, etc), and frequent updates during the life of an issue, client specific vendor evaluations, and/or program support.
* Tracks and manages new business and rewrites submissions through the insurance company underwriting process.
* Provides support and assistance to Consultants including, assisting with client service issues brought to the Consultant's attention. Where appropriate, keeping the Consultant informed of insurance company underwriting procedures; setting appointments to meet with clients on renewals; obtaining claims experience reports and maintaining client files.
* Organizes work flow to ensure quick, efficient processing of mail, work-in-process issues, and client files to maintain a "no backlog' status.
* Develops "expertise areas" as assigned - these may be in relation to specific products, insurance companies, or computer programs.
Qualifications:
Education: High School (Required), Bachelor's Degree (Preferred)
Experience: 1-3 years Customer service (Required), 2-4 years Insurance agency environment or with an insurance carrier or Registered Investment Advisor (Preferred)
If you have the described qualifications and are interested in this exciting opportunity, apply today!
Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year-in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals.
Benefits of Working with Genesis10:
* Access to hundreds of clients, most who have been working with Genesis10 for 5-20 years.
* The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years.
* Access to an experienced, caring recruiting team (more than 7 years of experience, on average.)
* Medical, Dental, Vision
* Health Savings Account
* Voluntary Hospital Indemnity (Critical Illness & Accident)
* Voluntary Term Life Insurance
* 401K
* Sick Pay (for applicable states/municipalities)
* Commuter Benefits (Dallas, NYC, SF)
* Remote opportunities available
For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and to view all our available career opportunities, please visit us at our website.
Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Genesis10-74123698
Job Summary
JOB TYPE
Full Time
INDUSTRY
IT Outsourcing & Consulting
SALARY
$85k-115k (estimate)
POST DATE
08/29/2023
EXPIRATION DATE
03/27/2024
WEBSITE
genesis10.com
HEADQUARTERS
NEW YORK, NY
SIZE
1,000 - 3,000
FOUNDED
1999
TYPE
Private
CEO
HARLEY LIPPMAN
REVENUE
$50M - $200M
INDUSTRY
IT Outsourcing & Consulting
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About Genesis10
Genesis10 is a U.S. talent and solutions firm focused on the execution and delivery of strategic business and technology initiatives.
Show more
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