at Inspira Financial Trust, LLC in Oak Brook, Illinois, United States
Job Description
Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Dont meet every single requirement? Here at Inspira Financial, we believe there is no perfect candidate and want to encourage applying even if all the requirements listed arent met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!
Hybrid in Rochester, NY
- Typical schedule for this role is Monday to Friday from 8 a.m. ET to 4:30 p.m. ET.
- This position is hybrid; comes into the Rochester, NY office every Tuesday and Thursday of each week.
Job Summary/Purpose:
Exciting new position created with our transformational Customer Success Redesign!!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, COBRA, and Direct Billing administration
- 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, COBRA, and Direct Billing
- Stay abreast...
Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity
