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职位Fidelity

Senior Reimbursement Account Manager

Fidelity

Senior Reimbursement Account Manager

Fidelity

Westlake, Texas, USA

·

On-site

·

Full-time

·

2w ago

Job Description:

Job Title: Senior Reimbursement Account Manager* *

The Role

As a Senior Reimbursement Account Manager, you will serve as equal parts strategic thinker and execution expert. This role is ideal for someone who is a self-starter, thrives in fast paced environments, and is passionate about delivering best-in-class service to large corporate clients**.**

As a key member of Fidelity’s growing Reimbursement Accounts (RA) Service Team, you will be the primary point of contact for a portfolio of complex clients. Your role is to ensure seamless administration of reimbursement accounts (FSA, HRA, Commuter benefits) by handling client inquiries, partnering with internal business units, streamlining processes, and advocating the voice of the client to ensure high service standards while driving business growt h.

This is an individual contributor role, however you will collaborate closely with a team that values shared success and a positive, forward-thinking culture. We’re seeking a highly professional go-getter with an ownership mindset, ready to take initiative and champion both client satisfaction and internal progress.

The Expertise and Skills You Bring

  • Bachelor’s Degree or equivalent experience required.

  • 5-7 years of experience managing large corporate clients in a complex service environment.

  • Strong knowledge of reimbursement accounts and general understanding of healthcare and wellness benefit programs preferred.

  • Proven ability to manage multiple priorities and meet overlapping deadlines with high attention to detail and quality.

  • Experience partnering with internal teams to improve processes, take initiative, drive change and contribute to a positive team-oriented culture.

  • Proficient leadership skills (i.e. consistently demonstrate 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.

  • Effective organizational, time management, facilitation, de-escalation and prioritization skills.

  • Demonstrated ability to balance customer service with sound business judgment.

  • 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.

The Team

The CSM for Reimbursement Accounts is responsible for maintaining client relationships for the RA Product. They are expected to collaborate with Internal Service and Operation Teams, proactively educate clients on best practices within compliance, and to drive client outcomes.

Note: Fidelity is not providing immigration sponsorship for this position

Certifications:

Category:

Client Service Operations:

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.

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.

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关于Fidelity

Fidelity

Fidelity

Bootstrapped

Fidelity Investments, formerly known as Fidelity Management & Research (FMR), owned by FMR LLC and headquartered in Boston, Massachusetts, United States, provides financial services.

1-50

员工数

Chatham

总部位置

评价

3.9

10条评价

工作生活平衡

3.7

薪酬

4.2

企业文化

4.1

职业发展

2.8

管理层

3.4

72%

推荐给朋友

优点

Supportive management and colleagues

Excellent benefits and compensation

Good work-life balance and flexibility

缺点

Limited career advancement opportunities

High pressure and demanding workload

Management responsiveness issues

薪资范围

43个数据点

Junior/L3

Mid/L4

Senior/L5

Director

Junior/L3 · AM Quantitative Research Analyst

1份报告

$72,741

年薪总额

基本工资

$63,211

股票

-

奖金

-

$72,741

$72,741

面试经验

6次面试

难度

3.2

/ 5

时长

14-28周

体验

正面 0%

中性 67%

负面 33%

面试流程

1

Phone Interview

2

Video Interview

3

Offer

4

Background Check

5

Fingerprinting

6

Drug Test

常见问题

Customer service scenarios

Financial services knowledge

Behavioral questions

Technical cybersecurity concepts