15 days old

Client Service Manager - Health Benefit Solutions

Jacksonville, FL 32232
Client Service Manager - Health Benefit Solutions



Pennington, New Jersey;Chandler, Arizona; Jacksonville, Florida



**Job Description:**



**Business Overview**



Retirement & Personal Wealth Solutions (RPWS) serves the core financial needs of individual clients and plan participants by providing best in class, integrated products in the most intuitive, efficient and client friendly way while maintaining a forward thinking mindset and risk management focus. RPWS is responsible for both the institutional and personal retirement capability set to include 401(k), Equity and Health Benefit plans for companies of all sizes as well as college savings, personal retirement planning, retirement income, insurance and estate planning for individuals. RPWS also provides tools and content that enables advisors and bankers to help their clients live their best financial lives.



Role Overview



As a Client Service Manager for Health Benefit Solutions (HBS) you will be the day to day contact for Bank of America Institutional Plan Sponsors. You will be responsible for the resolution of complex problems and escalated client requests. Provide value added advice and recommend solutions to clients and associates. You will need to ensure all customer requests are resolved to customer's valid requirements, within corporate policy guidelines. The CSM is also required to stay abreast of new product developments, process enhancements impacting HBS products and services. In addition to providing efficient, courteous service to inquiries and requests from internal associates and external clients. And you will need to act as liaison between HBS and other business partners and subsidiaries to ensure that high quality and comprehensive client service is provided to HBS clients in accordance with defined parameters.



Key Responsibilities:



+ Act as primary client contact for administration of Health Benefits Solutions Plans, including Health Savings Accounts (HSA), Health Flexible Spending Accounts (FSA), Limited Purpose Flexible Spending Accounts (LPFSA), Dependent Care Flexible Spending Accounts (DCFSA), Health Reimbursement Arrangements (HRA) and Commuter Benefits

+ Responsible for managing relationships and interactions with the HBS recordkeeping vendor and internal partners

+ Strategic and tactical planning for assigned client base.

+ Review and analyze data to identify improvement opportunities and communicate ideas to internal business partners and clients.

+ Establish and maintain client relationships, hosting client calls, inquiry response/research, account maintenance and analyzing questions, requests and problems.

+ Responsible for managing client base for Annual Enrollment activities.

+ Responsible for providing work direction, guidance and expertise to less experienced associates and may provide training to associates on new and complex initiatives.

+ Provide client-specific information to our Retirement and Benefits Contact Center (RBCC) agents to ensure satisfactory participant servicing.

+ Demonstrate the ability to take ownership of client and internal issues and see them through to resolution with minimal supervision.

+ Participate in existing clients RFPs as arise, manage through corporate action type events; mergers, acquisitions, new product rollout, and plan changes

+ Support team by assisting in the completion of special projects as required.

+ Participate in in-person client and prospect meetings.



**Required Qualifications:**



+ Previous Health Benefits experience is required

+ Ability to multi-task

+ Excellent interpersonal and communications skills

+ Strong technical knowledge of HBS plans

+ Ability to interact effectively with Senior HR and Finance executives

+ Superior project management skills

+ Capable of working on multiple projects

+ Well-organized and client-focused

+ Able to anticipate client needs

+ Refined conversation and objection handling skills

+ Strong PC skills



**Preferred Qualifications:**



+ Bachelors Degree preferred

+ Minimum 5 years industry experience preferred



**Job Band:**



H5



**Shift:**



1st shift (United States of America)



**Hours Per Week:**



40



**Weekly Schedule:**



**Referral Bonus Amount:**



0



**Job Description:**



**Business Overview**



Retirement & Personal Wealth Solutions (RPWS) serves the core financial needs of individual clients and plan participants by providing best in class, integrated products in the most intuitive, efficient and client friendly way while maintaining a forward thinking mindset and risk management focus. RPWS is responsible for both the institutional and personal retirement capability set to include 401(k), Equity and Health Benefit plans for companies of all sizes as well as college savings, personal retirement planning, retirement income, insurance and estate planning for individuals. RPWS also provides tools and content that enables advisors and bankers to help their clients live their best financial lives.



Role Overview



As a Client Service Manager for Health Benefit Solutions (HBS) you will be the day to day contact for Bank of America Institutional Plan Sponsors. You will be responsible for the resolution of complex problems and escalated client requests. Provide value added advice and recommend solutions to clients and associates. You will need to ensure all customer requests are resolved to customer's valid requirements, within corporate policy guidelines. The CSM is also required to stay abreast of new product developments, process enhancements impacting HBS products and services. In addition to providing efficient, courteous service to inquiries and requests from internal associates and external clients. And you will need to act as liaison between HBS and other business partners and subsidiaries to ensure that high quality and comprehensive client service is provided to HBS clients in accordance with defined parameters.



Key Responsibilities:



+ Act as primary client contact for administration of Health Benefits Solutions Plans, including Health Savings Accounts (HSA), Health Flexible Spending Accounts (FSA), Limited Purpose Flexible Spending Accounts (LPFSA), Dependent Care Flexible Spending Accounts (DCFSA), Health Reimbursement Arrangements (HRA) and Commuter Benefits

+ Responsible for managing relationships and interactions with the HBS recordkeeping vendor and internal partners

+ Strategic and tactical planning for assigned client base.

+ Review and analyze data to identify improvement opportunities and communicate ideas to internal business partners and clients.

+ Establish and maintain client relationships, hosting client calls, inquiry response/research, account maintenance and analyzing questions, requests and problems.

+ Responsible for managing client base for Annual Enrollment activities.

+ Responsible for providing work direction, guidance and expertise to less experienced associates and may provide training to associates on new and complex initiatives.

+ Provide client-specific information to our Retirement and Benefits Contact Center (RBCC) agents to ensure satisfactory participant servicing.

+ Demonstrate the ability to take ownership of client and internal issues and see them through to resolution with minimal supervision.

+ Participate in existing clients RFPs as arise, manage through corporate action type events; mergers, acquisitions, new product rollout, and plan changes

+ Support team by assisting in the completion of special projects as required.

+ Participate in in-person client and prospect meetings.



**Required Qualifications:**



+ Previous Health Benefits experience is required

+ Ability to multi-task

+ Excellent interpersonal and communications skills

+ Strong technical knowledge of HBS plans

+ Ability to interact effectively with Senior HR and Finance executives

+ Superior project management skills

+ Capable of working on multiple projects

+ Well-organized and client-focused

+ Able to anticipate client needs

+ Refined conversation and objection handling skills

+ Strong PC skills



**Preferred Qualifications:**



+ Bachelors Degree preferred

+ Minimum 5 years industry experience preferred



**Shift:**



1st shift (United States of America)



**Hours Per Week:**



40



Learn more about this role



Full time



JR-21072400



Band: H5



Manages People: No



Travel: Yes, 5% of the time



Manager:



Talent Acquisition Contact:



Pamela Craven



Referral Bonus:



0



Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.




To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .


To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .



Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.




To view Bank of Americas Drug-free workplace and alcohol policy, CLICK HERE .

Industry

  • Banking / Finance
Posted: 2021-11-11 Expires: 2021-12-11

Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.


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Client Service Manager - Health Benefit Solutions

Bank of America
Jacksonville, FL 32232

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