NueSynergy ยท 1 day ago
Operations Account Manager - hybrid schedule after training!
NueSynergy is a company that specializes in flexible benefits solutions, and they are seeking an Operations Account Manager to support backend processing for the department. The role involves handling various requests, resolving client issues, and ensuring smooth integration of workflows related to account setup and servicing.
AccountingBillingConsultingFinanceFinancial ServicesOffice Administration
Responsibilities
Serve as the backend processing team for the department, not customer facing
Process eligibility files, contribution files, and change files for groups that elect this method of transmission
Research to resolve file exceptions, enrollment errors, system issues, audits, and special projects
Works closely with the Employer Support and Account Managers to ensure seamless integration of workflow related to account setup and servicing
Address and resolve client/participants issues regarding eligibility such as enrollments and terminations
Update accounts to reflect participant changes
EDI Files - Employee Navigator, Ease and Standalone client files
EDI File Set-ups
Qualification
Required
Technical savvy is a must for this position - Excel proficiency required
Process eligibility files, contribution files, and change files for groups that elect this method of transmission
Research to resolve file exceptions, enrollment errors, system issues, audits, and special projects
Works closely with the Employer Support and Account Managers to ensure seamless integration of workflow related to account setup and servicing
Address and resolve client/participants issues regarding eligibility such as enrollments and terminations
Update accounts to reflect participant changes
EDI Files - Employee Navigator, Ease and Standalone client files
EDI File Set-ups
Understanding of products in the Flexible Benefits industry to include HSA/FSA/HRA/COBRA is a plus
Excellent MicroSoft Office skills, primarily Excel
High level of attention to detail
Excellent communication skills
Friendly, positive and approachable demeanor
Strong and responsive listening skills
Ability to adapt within and to varying work environments or client locations
Ability to adhere to privacy and confidentiality expectations
Benefits
401(k)
401(k) matching
Dental insurance
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance
Company
NueSynergy
NueSynergy is a financial planning firm that provides full-service administration of consumer-driven and traditional account-based plans.
Funding
Current Stage
Growth StageCompany data provided by crunchbase