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Account Manager- BR Focus


RESPONSIBILITIES:

Perform benefit related functions to prepare for monthly billing reconciliations, consolidations and Self-bills

Learn and adopt all pre-set BR Focus processes relating to preparation for billing reconciliations and consolidations, and administrative duties
Communicate and coordinate with
internal
Account Teams, as necessary.
Communicate and coordinate; act as a liaison with internal MMA regional departments (Eligibility Assist, Bswift team, Plansource, etc.) as directed
Communicate and coordinate; act as liaison with clients carriers and vendors as directed
Obtain access to client carrier portals and internal systems
Train clients to work within the digital workspace

Account Manager Qualifications


Excellent Excel skills preferred but not required

Pivot Tables
V-Lookup
Data Mining
*
Exposure
to Human Resources and/ or Employee Benefits experience (combined or separately). Familiarity with Carrier & Vendor portals is a plus
OR
*
Exposure
with auditing, general accounting experience
* High School Diploma or Equivalent; College Degree
* Does NOT require a Texas Department of Insurance license
* Preferred to have strong computer skills and the ability to multitask- quickly switch gears and return to original task without losing place
* Task driven
* Must have knowledge and experience with Microsoft Office, including Outlook

Demonstrates following skills/ qualifications.

Customer focused and strong customer service skills
Service driven
Strong verbal and written communication
Quick to train and learn new processes
Follows instruction and training
Analytical thinking
Problem solving
Strong Attention to detail
Good memorization skills
Strong Organization skills
Process documentation

Heart of service


Manage day to day benefit oriented tasks, ensuring performance of the following tasks:

Identify and escalate issues that may affect the quality of service, cause technical challenges or place client at risk;
Using available resources (BR Focus policies and procedures, Systems of Record and other client process materials), research and identify required information to resolve customer inquiries;
As appropriate, team member will partner with internal team members to ensure that requests are handled appropriately and in a timely manner;
Responsible for fully understanding of all lines of employee benefits offered, clients contracted Scope of Services;
Responsible for training, learning and fully understanding the clients ben admin & payroll systems and our digital workspace.
Perform other duties or special projects as assigned


BR Focus Specific tasks:

Download list bills from carrier portals
Generate benefit enrollment census from clients ben admin platform
Reporting adds/ terms to carriers, COBRA & FSA vendors
Ability to learn multiple Benefit Administration & Payroll systems and the BR Focus Digital Workspace quickly
Great communication skills (written & spoken)
Independent, yet collaborative
Ability to work independently and remotely
Ability to adapt to new processes and procedures