Senior Account Manager - Team Leader

Job Title: Senior Account Manager- Team Leader

Job Type: FT

Location: #LI- Remote, to be considered for this role, you must reside in one of the following states —AZ, CT, FL, GA, IL, KS, MA, ME, MI, MO, NC, NV, OH, PA, RI, SC, TN, TX, UT, VA, WI, WV.    

Who We Are

Benefits are complicated but by using innovative technology, paired with attentive and dedicated customer service, it doesn’t have to be! At Flores, we focus on technology and customer service, so our clients can focus on their employees. We are a leader in the field of consumer-based reimbursement plans, COBRA, and Direct Bill services. With a 97% client retention rate, we continue to grow our footprint across the US.

Please visit our website to learn more about our people, culture, and benefits! www.flores-associates.com.

Job Summary

At Flores, we are passionate about our clients having a great experience and this also applies to our team and our future team members. Building a remarkable team is a top-level company priority A Senior Account Manager – Team Leader is responsible for managing a team of Associate Account Managers and Account Managers while also managing the client and participant relationship for an assigned number of groups. This position is responsible for providing complete client satisfaction for services delivered to clients within their team. This role is also responsible for interpreting our system capabilities and our services for client’s best use, as well as providing guidance to team members in these decisions. The Senior Account Manager - Team Leader will report to a Director of Account Management.

What You’ll Do

• Utilize and articulate extensive knowledge of necessary technical IRS Code and general employee benefit knowledge regarding Flexible Spending Accounts, Cafeteria Plans, Health Reimbursement Arrangements, HSA administration, COBRA, and Direct Reimbursement models to address client/participant questions and inquiries.
• Field questions and requests from clients and Account Managers and handle them in a timely manner.
• Manage daily participant account data including exception reports, status changes, claims outside of enrollment and other client/participant reporting.
• Manage the daily tasks performed on their accounts as well as those in their team including account audits and reconciliation on both an individual and corporate level.
• Provide a high level of customer service to assigned clients and all participants by creating a positive relationship with both parties. 
• Prepare for and execute seasonal activities such as re-enrollment and non-discrimination testing.
• Assist Account Managers with client questions regarding open enrollment and benefit selection. 
• Research technical and legal questions posed by clients and Account Managers using internal resources and outside legal resources retained by the firm. Oversee research done by Account Managers within their team.   
• Recognize industry changes that affect our business and presents solutions to management. 
• Act as a consultant to their clients in helping them with benefit selection, administration, and overall management of the accounts. Assist Account Managers within their team with these duties as well.
• Be responsible for the financial oversight of all accounts within their team and work closely with Account Managers to resolve financial issues at the personal and corporate level.
• Be responsible for the overall management of all groups in their team. Assists Account Managers with executing and administering their plans and helps provide guidance to these clients as well. 
• Participate in the hiring decision, as well as the initial training and ongoing education of Account Managers within their team.  
• Conduct the annual developmental review of each direct report, in addition to providing feedback on an ongoing basis. 
• Consistently manage and approve time off for Account Managers on their team.
• Regularly review, analyze and follow up with team members regarding key performance metrics.  
• Develop strategies to ensure individual and team goals are met.
• Responsible for welcoming and engaging new team members through direct hire and acquisitions.
• Perform other duties as assigned.
• Maintain quality work that exemplifies and promotes Flores’ core values.

Who You Are

• An individual that understands the value of providing a high level of customer service.
• An individual with 2-5 years of relevant Account Management work experience, preferably at Flores. Previous experience in benefits management or related field required. 
• Preferred associate or bachelor’s degree, but not required.
• A leader who can empower team members to grow personally and professionally.
• A detail orientated individual with strong organizational and prioritizing skills, and the ability to be flexible and multi-task in a collaborative environment.
• Able to confidently use independent judgment and expertise to manage groups.
• Someone with strong interpersonal skills who understands that our business objective is to provide superior customer service and can handle conflict in a professional manner.
• An internally motivated individual with a high level of personal worth looking to grow personally and professionally.
• A qualified candidate who possesses above average analytical and problem-solving skills. 
• Able to perform this job successfully and grow into managing significant client relationships.

Work Environment

Flores’ standard work hours are Monday through Friday, 8:30 a.m. to 5 p.m. ET with an hour lunch. Roles may be approved for other schedules by managers. This role operates in a professional #LI-remote office environment. To be considered for this role, you must reside in one of the following states —AZ, CT, FL, GA, IL, KS, MA, ME, MI, MO, NC, NV, OH, PA, RI, SC, TN, TX, UT, VA, WI, WV. This role is mostly sedentary and consists of prolonged periods sitting at a desk and working on a computer. This role also utilizes other tools such as a phone, copy machine, and printer. Common programs often used are Outlook, Word, and Excel. This position frequently communicates with Flores team members and candidates and must be able to exchange accurate information clearly in these situations.

How We Support Our Team

At Flores, we invest in our people, our community and our technology and strive to provide work life balance, paired with professional growth for each of our employees. We provide an innovative benefit solution for our clients but that does not apply just to our clients. They extend to our team too!

• Competitive Benefits – Flores offers competitive medical, dental, and vision benefits for employees and their families. We also provide company funded HSA’s, Pre- and Post-tax 401k’s with a company match up to 5%, and other great benefits such as Life Insurance, Accident Insurance, Pet insurance, and more!
• Work Life Balance – We want all our team members to have time to focus on themselves and their families. We offer a Monday - Friday schedule, a generous vacation policy and a Life Balance Reimbursement Plan to support this.
• Community Involvement – We love to give back to our community, and we recognize that our team does too! We have a volunteer program in place to support our team members as they help the organizations’ they are passionate about.

Our Core Values & Diversity Focus

Our vision is to be the most admired benefits partner, and our core values and beliefs are:

• We believe in always doing the right thing.
• We believe that a remarkable service experience is possible.
• We believe in trusting one another as an operating philosophy.
• We believe that high performance teams deliver extraordinary results.
• We believe in building benefits technology that converts the complex to easy.
• We seek to empower, empathize, and respect our team members and our world.

Flores & Associates is proud to be an Equal Employment Opportunity employer. We do not discriminate based on race, color, creed, ancestry, national origin, citizenship, sex or gender (including pregnancy, childbirth, and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, religion, age, disability, genetic information, service in the military, or any other characteristic protected by applicable federal, state, or local laws and ordinances. We are committed to diversity and are committed to creating an inclusive environment for all employees. This is not intended to be an all-inclusive list of job related responsibilities and requirements.