Health & Welfare Account Manager

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Job description

Location Note: This a remote position.

The Purpose of Your Role:

We are seeking an outgoing, highly motivated individual to join our company as part of our Health & Welfare Service Team.

The Health & Welfare Account Manageris responsible for developing and maintaining professional relationships with Sentinel's client base. Our team works with employers to administer a variety of reimbursement accounts offered as a benefit to their employees. This may include Flexible Spending Accounts (FSA), Health Reimbursement Arrangements (HRA), Health Savings Accounts (HSA) and more. The role requires the individual to lead the client experience by proactively reaching out to clients to build and maintain relationships, responding to client inquiries in a timely manner, delivering expert advice, and being an advocate for a designated group of clients. The Account Manager will be accountable to the clients they serve by managing and exceeding expectations. A successful candidate will have the ability to work independently when necessary, but most importantly, collaborate cohesively with a team of colleagues and other business units to drive results.

What you'll bring to Sentinel:

• Experience servicing multiple clients promptly and accurately.
• Possess a desire for continuous learning and ability to utilize resources to gather information.
• Exhibit a willingness to take on new clients, projects and responsibilities.
• Demonstrate a team-oriented attitude and ability to work well with internal colleagues in support of client needs.
• Ability to work independently and manage your time effectively to meet deadlines and client expectations.
• Motivation to streamline processes and improve efficiencies.

What you'll be responsible for:

• Lead relationships with your assigned clients by holding regular clients meetings and managing service-level agreements.
• Respond to direct client inquiries and help to manage general plan operations.
• Manage escalated issues through the Sentinel ticket system. This may include escalated client issues as well as participant issues.
• Use problem-solving and critical thinking skills to address non-routine client inquiries and issues.
• Leverage Sentinel's suite of tools to provide clients with the data to develop strategies in order to engage their employees in the education and selection of their benefits.
• Search for new and innovative ways to meet our client needs and improve our existing processes.

A bout you:

We are looking for a customer-focused individual with the desire to become a subject matter expert in our field and use that expertise to improve the client experience. The ideal candidate will be a critical thinker and problem solver that is able to address a wide variety of client needs. We strive to surround ourselves with team members who go above and beyond in all job facets and look for people who are able to learn quickly, review current processes, recommend improvement opportunities and embrace change.

What you need to have:

Preferred qualifications:

• 3-5 years of client service, account management, or related experience in the financial or benefits services industry
• Ability to obtain Section 125 Cafeteria Plan certification within one year of hire
• Ability to communicate with clients to problem-solve and to create a positive experience
• Ability to work independently with limited supervision
• Ability to work well with people from different disciplines with varying degrees of technical and industry experience

Nice to haves:

• Familiar with managing Reimbursement Accounts (FSA, HRA, HSA)

What you'll be part of:

Our people care about our organization. We are a company with a mission to be the best in our industry and best within our company. Being part of this company means that you are part of something special.

Sentinel was recently recognized by The Boston Globe as a Top Place to Work in 2020. In 2021, 2022, and 2023 Sentinel earned a Top Workplace USA Awards from Energage.

At Sentinel, we hire people with all kinds of awesome experiences, backgrounds, and perspectives. We like it that way. So even if you don't meet every single requirement, please consider applying if you like what you see. Our priority is to find the brightest talent that can add to our team culture, those who actively contribute and who are excited about what they do.

Sentinel is an equal opportunity employer and welcomes everyone to our team. If you need reasonable adjustments at any point in the application or interview process, please let us know.

Some of our Benefits:

• PTO (vacation, sick, personal time bank)
• 12 Paid Holidays (10 stated and 2 floating holidays)
• 2 Community Volunteer Days
• 5 Summer Half Days
• Medical, Dental, Vision
• Life Insurance
• LTD & STD
• Retirement Plan with 3.75% Employer Match
• Parental Leave

See What We Stand For:

Who we are:

Sentinel Benefits & Financial Group proudly serves more than 3,800 clients throughout the U.S., and for over 35 years, we've remained devoted to making a difference in the lives of our people, our clients and our community. With nearly 240 professionals tied to our mission to deliver great service-and a 9-year average associate tenure-we have become the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you.

Our ultimate goal is to take a holistic approach to help people prepare for their future health + wealth needs. From retirement plans to group health insurance to reimbursement accounts to financial planning, we engineer solutions and then continuously strive to make them better. Our in-house experts-and their commitment to excellence-define who we are. Sentinel is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine).

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