Sr. Reimbursement Account Manager

Job Description:

As a Senior Reimbursement Account Manager supporting Fidelity’s reimbursement account clients, you will combine strong client management skills with a deep knowledge of reimbursement account plan administration. Under minimal direction, you will provide administrative services and be the primary communication point for clients regarding their reimbursement account services and will also assist with HSA questions and issues. Your work will ensure services are provided at the highest levels of quality and that your assigned clients are highly satisfied. You will also help the Sales and Relationship Management Teams expand Fidelity’s healthcare businesses and help the Product Team develop industry leading solutions.

The Team

You will be part of the RA Service Team, working closely with both product and the client service teams to provide your assigned clients with the highest quality service possible.

The Expertise You Have

• 7-10 years experience with administration of a broad range of reimbursement accounts required.
• 5-7 years experience servicing large corporate clients required.
• Bachelor’s Degree or equivalent experience required.
• Significant experience with a broad range of healthcare and wellness benefits desirable.
• Experience assisting with development of RFP responses preferred.

The Skills You Bring

• Strong understanding of reimbursement account administration needs, process and regulatory knowledge.
• Familiarity with the full range of healthcare and wellness benefits and associated recordkeeping services.
• Proficient leadership skills (i.e. consistently demonstrates the ability to get things done; taking initiative to identify service enhancements or process improvements; proven ability and success in identifying issue(s), identifying solution(s) and determining and acting on the best solution in a timely manner).
• Strong and effective interpersonal and communication skills.
• Demonstrated ability to balance customer service with sound business judgment.
• Effective organizational, time management, facilitation and prioritization skills.

The Value You Deliver

• Your proactive execution of administrative processes with quality, accuracy, efficiency and when necessary, appropriate root cause analysis and corrective action will ensure services are delivered with high quality.
• By developing and managing the relationship with the client you will ensure the client recognizes the quality of service being provided and is satisfied with the quality of the service they receive.
• When necessary, your escalation and active participation in the resolution of service issues will ensure these are addressed appropriately within the organization.
• Your understanding of the objectives and initiatives related to client projects and work with the organization will ensure work is completed with high quality and efficiency.
• Your collaboration with the ongoing service team will ensure services are delivered in a cohesive manner and that reimbursement accounts are incorporated in key activities (e.g. annual business planning).
• During the RFP process, your support of the sales and relationship management teams will help grow Fidelity’s healthcare businesses.
• By bringing voice of the customer feedback to the Product Team you will help Fidelity continue to develop industry leading solutions.

Certifications:

Category:

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.