Job Description:

As a Senior Reimbursement Account Manager supporting Fidelity’s reimbursement account clients, you will combine strong client management skills with a deep knowledge of reimbursement account plan administration.  Under minimal direction, you will bring our clients from post-sale implementation and onboarding into ongoing service and support, providing administrative services and serve as the primary communication point for clients regarding their reimbursement account services. At times, you may also assist with HSA questions and issues.  Your work will ensure services are provided at the highest levels of quality and that your assigned clients are highly satisfied.  You will also help the Sales and Relationship Management Teams expand Fidelity’s healthcare businesses and help the Product Team develop industry leading solutions. 

The Team

You will be part of the HSA Team, working closely with both product and the client service teams to provide your assigned clients with the highest quality service possible.  You will also support the sales team in pursuit of new clients and relationship managers in their efforts to expand the scope of services offered to current clients.

 The Expertise You Have

7-10 years’ experience with administration of a broad range of reimbursement accounts required.

5-7 years’ experience servicing large corporate clients required.

Bachelor’s Degree or equivalent experience required.

Significant experience with a broad range of healthcare and wellness benefits desirable.

Experience assisting with development of RFP responses preferred.

The Skills You Bring

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.

Proficient leadership skills (i.e. consistently demonstrates 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.

Demonstrated ability to balance customer service with sound business judgment.

Effective organizational, time management, facilitation and prioritization skills.

The Value You Deliver

Your proactive execution of onboarding and administrative processes with quality, accuracy, efficiency and when necessary, appropriate root cause analysis and corrective action will ensure services are delivered with high quality.

By developing and managing the relationship with the client from the very beginning, you will ensure the client recognizes the quality of service being provided and is satisfied with the quality of the service they receive.

When necessary, your escalation and active participation in the resolution of service issues will ensure these are addressed appropriately within the organization.

Your understanding of the objectives and initiatives related to client projects and work with the organization will ensure work is completed with high quality and efficiency.

Your collaboration within the domain and the ongoing service team will ensure services are delivered in a cohesive manner and that reimbursement accounts are incorporated in key activities (e.g. annual business planning).

During the RFP process, your support of the sales and relationship management teams will help grow Fidelity’s healthcare businesses.

By bringing voice of the customer feedback to the Product Team you will help Fidelity continue to develop industry leading solutions.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working(opens in a new tab).”

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.