Account Manager - Vantagen
Overview
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com orjoin the conversation on LinkedIn, Facebook and Instagram.
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Job Description:
Responsibilities
The Benefits Specialist will provide administrative and client service support on a variety of Benefits Administration initiatives, such as:
Directly supporting weekly employee benefits enrollment, termination and change processing activity for assigned clients
Servicing escalated employee and direct HR telephone and email benefits inquiries
Providing annual open enrollment support to assigned clients and the Benefits Team in general, including periodic onsite representation at client meetings and benefit fairs
Interfacing with clients, insurers and other third parties to resolve employee benefit issues
Managing the completion of scheduled client deliverables on a consistent and timely basis
Maintaining current, working knowledge of all assigned client benefits eligibility rules
Participating in periodic client servicing reviews at designated client location or via web/teleconference
Qualifications
A bachelor’s degree is required
A minimum of 5 years experience in the Benefits Administration, Insurance, Customer Service, and/or Human Resource-related fields
This position also requires proficiency with MS Office, specifically Excel, Outlook, and Word
Excellent customer service skills are also necessary, as the position will interface with external client contacts and their employees
Exceptional organizational and communications abilities are critical to the incumbent’s success, as s/he will be expected to manage multiple priorities and work with a moderate amount of supervision
A valid driver’s license is required for minimal travel using a personal vehicle