Now Hiring - Higginbotham Insurance Agency, Inc. - Insurance FSA/HRA (CDHP) Client Manager in Richardson, TX

Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a FSA/HRA (CDHP) Client Manager in our Richardson, TX office.

The ideal candidate will be service-oriented, proactive, organized, and able to work well within the Day 2 Services teams. The FSA/HRA (CDHP) Client Manager is responsible for building, maintaining and strengthening the relationship with CDHP clients on Flexible Spending Accounts, Health Reimbursement Accounts, and Commuter Accounts.

Essential Tasks:

• Manage a book of business for all servicing needs to client contacts
• Handle emails and phone calls to address any concerns or issues a client may have relating to their FSA, HRA, and Commuter Plans
• Work closely with Account Managers and Brokers to provide a team approach on client needs for renewals and ongoing service
• Process and assess data file imports, while ensuring exceptions are handled proactively
• Create Semi-Monthly and Monthly invoices, audit to ensure accuracy, and deliver to clients timely
• Generate payment transactions via NACHA files to collect payment on invoices
• Maintain follow-up procedures with clients to collect on outstanding invoice payments
• Manage monthly and quarterly account reconciliation of plans and payroll postings

Specific Knowledge, Skills and Abilities:

• Highly motivated self-starter with ability to work independently to accomplish established goals
• Critical thinking with the ability to use reasoning and assess situations quickly while making logical and appropriate decisions
• Attention to detail, organization, and time management
• Possess solid interpersonal and proactive troubleshooting skills
• Excellent verbal and written communication skills
• Strong technical skills with the ability to work across multiple software systems
• Must be proficient in Microsoft Suite (Excel, Word, and Outlook)

Experience and Education

• CDHP business/industry experience is preferred
• Prior Client Facing Experience preferred

Location:

• Richardson, TX
• In Office Position

Benefits:

• Generous employee benefits package, which includes a robust wellness program
• Employee Ownership Opportunities