Account Manager

About This Role

Act as a primary contact for employer and member benefit inquiries, providing guidance on health, welfare, and retirement options, and processing benefit-related transactions for community-serving organizations.

Responsibilities

• Act as the primary contact for employer and member benefit questions
• Provide guidance on health, welfare, and retirement benefit options
• Respond to inquiries via phone and email
• Support new employer onboarding and benefit changes
• Process benefit-related transactions using enterprise systems (CRM/ERP)

Requirements

• Fluency in Spanish (written & spoken)
• 2+ years in account management or customer support
• Strong communication skills
• Strong problem-solving skills
• Strong relationship-building skills

Qualifications

• 2+ years in account management or customer support

Nice to Have

• Experience with a large ERP or CRM

Skills

* Required skills

Benefits