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Customer Relationship Management Specialist

Customer Relationship Management Specialist

ConfidentialGreen Bay, WI, US
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Position : Account Manager

Location : Green Bay, WI

Schedule : varies, open 9am-7pm

Pay range : $22 - $25

Summary :

  • We're seeking a dedicated and detail-oriented Account Manager to join our team! In this role, you'll provide exceptional support to participants across our Health Savings Account, Flexible Spending Account, and COBRA programs. The ideal candidate is a strong communicator with excellent organizational skills and a passion for helping others navigate their benefit plans.

Key Responsibilities :

  • Handle inbound and outbound participant calls, providing assistance and education on HSA, FSA, and COBRA-related inquiries.
  • Support participants with online account access, troubleshooting login issues, and guiding them through self-service tools.
  • Manage transactional and mailing tasks, including reimbursements, contribution updates, and document distribution.
  • Document all interactions accurately in the system to ensure compliance and maintain service quality.
  • Partner with internal departments to resolve participant issues quickly and effectively.
  • Provide clear communication and education to participants about plan benefits, deadlines, and account processes.
  • Assist with special projects, audits, and compliance tasks as needed.

    • Qualifications :

  • Prior experience in benefits administration, customer service, or TPA environments preferred.
  • Strong communication, problem-solving, and multitasking skills.
  • Proficiency with Microsoft Office and comfort working with online portals and databases.
  • Ability to maintain professionalism and confidentiality in a fast-paced environment.

    • Benefits Disclosure :

  • "Russell Tobin offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors."
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    Relationship Specialist • Green Bay, WI, US

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