What are the responsibilities and job description for the CDHP - Account Manager position at Medcom Benefit Solutions?
Job SummaryThe position of Account Manager is responsible for the ongoing administration of new and existing clients. This position requires strong customer service and time management skills. Individuals in this position will be required to promptly answer emails and phone calls from clients and brokers regarding account issues and inquiries, provide annual and monthly reports, online training, oversee the entire renewal process, and contact clients regarding account funding, when necessary, and be a subject matter expert on all Consumer Driven Health Plans and value-added benefits offered. This position also supports the sales team.Tasks
- Monitor all aspects of the renewal process each year, including following up for renewal confirmations and additional items needed for system setup, preparing enrollment materials, audit system setup each plan year, following up for enrollment data, ensuring enrollment data is audited and corrections made for any errors, following up for benefit schedules, and preparing/sending welcome letter and funding requirements, as needed.
- Maintain accurate data and updates in the appropriate systems at all times.
- Answer phone calls and emails from clients/brokers regarding account issues and questions
- Provide online training for employer portal for new clients and remedial training for existing clients, as needed
- Proactively reach out to clients to "check in" and/or promote new technologies, and/or for cross-selling purposes each quarter.
- Make outbound calls as necessary and as an alternate for sending multiple emails when a call would better suit the situation
- Contact clients when claims funding is low, if applicable
- Facilitate the termination process for any clients terminating services
- Complete and send Year-End Reconciliation Reports
- Attend health fairs and enrollment meetings as needed
- Follow all Medcom policies as they relate to privacy and security
- Work overtime as requested
- Perform other duties as assigned by management
- Strong customer service skills
- Strong verbal and written communication skills
- Intermediate or higher skills with Microsoft Office products (Word, Excel, Outlook)
- Client oriented
- Sense of urgency
- Organizational and prioritization skills
- Time management skills
- Computer use competency
- Ability to work independently with minimal oversight