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HSA Account Manager
$62k-83k (estimate)
Full Time | IT Outsourcing & Consulting 1 Month Ago
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MARS Solutions Group is Hiring a HSA Account Manager Near Green, WI

MARS Solutions is looking for a Insurance Advisor in Green Bay, WI
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.
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)

Job Summary

JOB TYPE

Full Time

INDUSTRY

IT Outsourcing & Consulting

SALARY

$62k-83k (estimate)

POST DATE

03/21/2024

EXPIRATION DATE

04/10/2024

WEBSITE

marssg.com

HEADQUARTERS

WAUKESHA, WI

SIZE

<25

FOUNDED

2006

CEO

RASHI KHOSLA

REVENUE

$5M - $10M

INDUSTRY

IT Outsourcing & Consulting

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About MARS Solutions Group

Partnering with us makes a BIG difference to your bottom line. MARS Solutions Group (MARS SG) is an industry leader in serving organizations that require both the 1. best IT talents, and the 2. best Data management solutions to help them build a more connected AND more profitable business. Over the past 14 years, MARS SG has emerged as a Tier 1 provider serving Fortune 50/500/1000 companies, best-in-category mid-sized firms, and government agencies by placing the right talents that match the organizations culture. MARS Solutions Group has three pillars: 1. Talent (staffing): We can help you fi...nd the right blend of technical skills and personality fit that harmonizes with your organizational culture, management style, and team dynamics. 2. Employee Engagement (Ovation): Through years of collaboration and innovation, we have developed a way for employers to keep their talented technical employees engaged through a seamless recognition and rewards program. 3. Equity & Inclusion (Returnship): We grow talent and invest in our resources to provide the best for our partners. More
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