Health & Welfare Account Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Build and sustain professional relationships with Sentinel’s clientele.

• Guide the client experience through proactive outreach, prompt responses, expert counsel, and advocacy for designated clients.

• Conduct regular client meetings and oversee service-level agreements.

• Address direct client inquiries and assist in managing overall plan operations.

• Handle escalated client and participant matters via the Sentinel ticketing system.

• Apply problem-solving and critical-thinking skills to resolve non-routine inquiries and challenges.

• Utilize Sentinel’s tools and data to aid clients in formulating strategies for employee benefits education and selection.

• Discover innovative solutions to fulfill client needs and enhance existing processes.

• Collaborate with colleagues and different business units to achieve results.

• Manage and surpass client expectations.

⛳️ Requirements

• 3–5 years of experience in client service, account management, or a related field within the financial or benefits services sector.

• Capability to obtain Section 125 Cafeteria Plan certification within one year of employment.

• Proficiency in communicating with clients to address issues and foster a positive experience.

• Ability to work autonomously with minimal supervision.

• Skill in collaborating with individuals from diverse disciplines and varying levels of technical and industry expertise.

• Experience in servicing multiple clients promptly and accurately.

• Eagerness for continuous learning and capacity to utilize resources for information gathering.

• Readiness to embrace new clients, projects, and responsibilities.

• Team-oriented mindset with the ability to collaborate effectively with internal colleagues.

• Proficient time management skills to meet deadlines and fulfill client expectations.

• Drive to streamline processes and enhance efficiencies.

• Familiarity with managing reimbursement accounts (FSA, HRA, HSA) is a plus.

🏝️ Benefits

• Flexible work schedules, including options for remote and hybrid work.

• Opportunities for career pathing and development.

• Parental leave and family care programs.

• Mental health resources available.

• Tuition reimbursement program offered.

• Generous time off policies, including unlimited Flexible Time Off after two years of service.

• Employee events such as holiday parties, summer cookouts, and wellness days.

• Complimentary guidance from a Financial Planner for retirement investments.

• Four-week paid sabbatical following ten years of service.

• PTO (vacation, sick, personal time bank).

• FTO (Flexible time off for vacation, sick, and personal time) after two years of service.

• 12 Paid Holidays (10 fixed and 2 floating holidays).

• 2 Community Volunteer Days.

• 5 Summer Half Days.

• Medical, Dental, and Vision coverage.

• Life Insurance provided.

• Long-term and short-term disability coverage.

• Retirement Plan with a 4% Employer Match.

• Parental Leave policy.