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Benefit Account Manager

BASIC pacific

in Roseville CA

BASIC pacific


The CDH Account Manager will be experienced in all phases of pre-tax benefit plans, including POP, FSA, HSA, HRA & Commuter, and be the senior contact for an assigned book of business. The Account Manager (AM) is responsible for the retention of clients by maintaining excellent customer service and contact with brokers, clients and participants. Client assignments are based on group size, complexity and affiliated brokers. AM’s are supported by an Associate Account Manager, Account Assistants, and the Participant Advocate Team. This role will typically perform the following tasks:

  • Develop a trusted relationship with key clients and brokers
  • Conduct new client/broker implementation calls to ensure compliance with federal and state regulations
  • Prepare and send agreements, documents and benefit materials
  • Set up all new lines of service accurately and timely (WEX Health Cloud)
  • Set up plan funding, track and audit monthly
  • Prepare monthly billing reports and assist with limited collection
  • Respond timely to client/broker communications via email and/or phone
  • Document all correspondence and processing
  • Provide initial and ongoing online training for clients/brokers (WEX)
  • Review plan and accounting reports with clients (HR/Benefits/Accounting)
  • Process annual renewals working side by side with broker teams
  • Attend and present at a limited number of enrollment meetings for key clients
  • Troubleshoot and resolve escalated broker/client/participant issues
  • Process client record changes in data base & WEX, including BORs
  • Oversee and back up AAM and AA on all duties ensuring accuracy
  • Back up and support other AM’s who are out of the office
  • Mentor team members
  • Create/update the SOPs for your job description as requested
  • Other duties as assigned

Experience: 5+ years related industry experience. Strong knowledge of Benefits, Human Resources, and Broker functions.


  • Service driven
  • Excellent verbal and written communication skills
  • Excellent organizational skills
  • Excellent math skills
  • Proficient computer skills including MS Office & Excel
  • Team oriented, including flexibility in working with others
  • Prompt and reliable
  • Professional demeanor, but comfortable in an informal, friendly environment
  • Fast learner, no fear of talking on the phone

BASIC pacific, a leading third-party administrator (TPA), is a member of the BASIC family of companies where integrated HR solutions come full circle for employers nationwide. We are a technology driven, HR Compliance company servicing clients in over 40 states. BASIC’s growing team of experts allow employers to control costs, manage risk and improve staff focus and effectiveness.

Our success is solely attributable to our people. Together, we work in a collaborative, team-based environment to achieve BASIC’s commitment to superior service year after year.

How to Apply

To apply, please email a cover letter and resume to jobs@basicpacific.com, recruiting@basiconline.com

This ad has been viewed 386 times. It expires on 9/23/2019.

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