Account Manager

Position Summary

The Account Manager reports to and works directly with the Account Executive to execute Fund administration activities for assigned client(s) in accordance with Company guidelines, client needs, and regulatory requirements.

"Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role."

Key Duties and Responsibilities


* Provide comprehensive support to the Account Executive (AE) on assigned client accounts, including coordination of account deliverables, regulatory and compliance activities, document and communication management, meeting preparation, vendor coordination, issue resolution, and administrative operations.


* Serves as a primary point of contact for clients and vendors in the AE's absence.


* Collaborate with internal departments to revise or create notices, forms and other documents; implement required programming changes; ensure timely mailings and documentation; implement client directed changes; and resolve issues.


* Coordinate, support, and track the internal implementation of regulatory and legislative changes.


* Partner with the Communications Department to prepare and distribute required participant notices; review and contribute to client specific newsletters, as applicable.


* Assist in resolving escalated participant issues and escalate to the AE when appropriate.


* Support the development, review, updating, and maintenance of account management Standard Operating Procedures (SOPs).


* Assist internal departments, as needed, with the development, review, updating, and maintenance of client specific SOPs.


* Apply root cause analysis to identify issues and determine effective solutions for both the company and clients.


* Proactively identify opportunities for continuous improvement when analyzing internal issues.


* Coordinate the internal onboarding and implementation of new vendors.


* Review appeal documentation prior to client presentation and coordinate Appeals Department.


* Organize and maintain Fund records including Documents Books, Minutes Binders, Invoices, Provider Contracts, and related materials.


* Maintain Compliance Worksheets for all assigned Funds.


* Provide vendor contracts, including internal agreements, to the Accounting Department.


* Review invoices for contract compliance, approve for payment, track paid invoices, and prepare invoice summaries for client meetings.



* Support the Account Executive (AE) with meeting coordination and execution, including but not limited to scheduling, logistics, preparing materials, attending meetings, finalizing minutes, and tracking action items and deadlines.


* Review and proofread Fund financial statements and administrative reports and collaborates with Accounting to resolve discrepancies.


* Assist Account Executive with designing benefit processing forms, enrollment forms and admini...