Employee Benefits Account Manager

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

JOB SUMMARY:

Work with consultants and clients to ensure the timely and successful delivery of our employee benefit solutions.  Build and maintain strong client and carrier relationships, provide excellent customer service and support designed to meet client needs and objectives.  Work as an interface between the client, consultant and carrier partners.  Provide support to consultants and team members on projects, departmental initiatives, as well as sales initiatives.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Serve as the primary point of contact for day to day client activities.
• Ensure that vendors are performing services expected and in the best interest of the client.
• Track key account metrics and provide timely reporting updates.
• Interface with carriers/vendors to ensure accurate and timely responses to client inquiries.
• Schedule regular meetings with clients and vendors.
• Assist consultants with renewals, product applications and contract paperwork needed.
• As applicable, develop an understanding of all benefit programs offered and underwriting guidelines of the various employee benefit carriers. 
• Provide general guidance on regulations and legislative matters.
• As applicable, understand employee benefits concepts and trends to be able to share with client.
• Create and deliver open enrollment or other presentations for clients.
• Provide customer service with problem solving and troubleshooting for clients and employees/members as requested.  Handle member claims issues.
• Participate in client calls and meetings.
• Understand employee benefit products, services and resources, including carrier and client tools.
• Support the team on various projects and participate as contributing member of team in client initiatives.
• Participate in sales initiatives and cross selling programs and marketing events.
• Maintain awareness of new products developed, program changes or laws and regulations that affect benefit programs and communicate their impact with clients.
• Foster an environment that upholds the OneGroup Way.
• Other related duties as assigned.
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion.

MINIMUM QUALIFICATION REQUIREMENTS:

Education:

• Four year College Degree
• All applicants must be 18 years of age or older
   

Professional Certifications/Licenses:

• NY Life and Health License preferred
   

Experience/Skills:

 3 years experience in Benefits or HR, depending on role

• Account Management experience
• Excellent written and communication skills
• Skills in related technology, Microsoft office, Excel, PowerPoint, etc.
• Committed to providing excellent customer service
• Work independently and be resourceful in supporting projects and tasks
• Successfully manage multiple tasks/projects, meeting defined deadlines
• Excellent organizational skills
• Ability to work effectively and efficiently with team members
• Excellent presentation skills

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Salary : $66,000 - $87,402