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

· 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

· Stay abreast of regulatory changes and communicate with clients/partners as appropriate

The typical schedule for this position is Monday to Friday, from 8 a.m. to 5 p.m. CT, with 10% to 15% nationwide travel.