Benefits Account Manager - Clarks Summit, United States - Baker Tilly US, LLP

Baker Tilly US, LLP

Verified Company

Clarks Summit, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

Overview:

Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S.

and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and Chicago.

Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 148 territories, with 38,000 professionals and a combined worldwide revenue of $4.3 billion.

Many of Baker Tilly's roles have the opportunity to work remotely. Please discuss with your talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

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Responsibilities:
Provide direct, ongoing oversight of client relationship and internal Benefits Administration support staff (Benefits Specialist I and II).

Ensure the continuous, timely completion of all related deliverables and tasks associated with assigned accounts and in accordance with client contracts as well as defined client processing schedules and procedures.

Coordinate all aspects of the client's major enrollment initiatives, particularly the annual enrollment effort. Serve as the client's primary point of escalation for any issues, concerns and change considerations.

Ensure that internal account documentation and delivery schedules are kept is kept in a current, accurate state and consistently made available to internal resources (unit and cross-departmental).

Ensure that support resources are adequately trained. Maintain a strong client presence on an ongoing basis.

Support revenue growth by critically analyzing client relationship against Baker Tilly Vantagen services and capabilities in an effort to expand the suite of services provided to each.

Provide meaningful leadership support to assigned counselees in accordance with the guidelines set by the Baker Tilly Performance Counseling program.

Responsibilities, but not limited to:

Conduct daily and weekly reviews of scheduled and completed tasks for assigned account base
Conduct monthly review of reported adjustments; report action plans to Director and Billing Manager
Update and post timely any and all changes to client documentation using the established methods and channels
Review case activity to a minimum frequency of weekly to ensure completion in accordance with Baker Tilly Vantagen's response and resolution standards
When applicable and upon realization, facilitate root cause issue analysis and action planning, coordinate execution of plan and timely communication to client stakeholders
Orchestrate the endtoend planning and execution of all major client enrollment initiatives postimplementation
Orchestrate and facilitate ongoing client stakeholder servicing/relationship reviews as well as the delivery of pertinent service support information (reports, snapshots, updates, etc.)
Conduct monthly/semimonthly meetings with Performance Counselees; report discussion points, action items, items for follow up to Director

Qualifications: