Client Account Administrator

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

AmeriLife Benefits, a division of AmeriLife Group, LLC, is a national leader in the employee benefits market. We provide employee, executive, and retirement benefit solutions in addition to administrative services, through our affiliates,
Benefits Direct, Blue Chip Benefits, Taylor & Sons Insurance Agency, and National Insurance Marketing Brokers, LLC
(NIMBL). Our customized plan solutions, engaging employee communication and enrollment services, leading-edge
platform for group billing, eligibility management, and pre-tax account administration help increase competitiveness,
reduce costs, and streamline the administration of benefits programs.

The Client Account Administrator is responsible for the day-to-day administration of employer-sponsored Flexible
Spending Accounts (FSAs), including Medical and Dependent Care programs. This role plays a critical part in ensuring
accurate posting and reconciliation of pretax contributions, maintaining clean and compliant data files, and serving as a primary point of contact for employer groups regarding contribution activity, payroll files, and data corrections.
The ideal candidate demonstrates exceptional attention to detail, strong Excel skills, and the ability to communicate
clearly and professionally with employer clients while managing high-volume, data-driven work. This is a Hybrid
position.

Job Description

Duties/Responsibilities

• Accurately post and reconcile pretax Medical FSA and Dependent Care FSA contributions based on employer payroll files
• Review, validate, and troubleshoot employer contribution data to ensure compliance with Section 125 plan rules and internal administration standards
• Work directly with employer groups to resolve contribution discrepancies, missing data, or file errors in a timely and professional manner
• Manage and manipulate data files in Microsoft Excel, including sorting, filtering, validating totals, identifying variances, and ensuring correct formatting
• Coordinate with internal teams (claims, customer service, finance, and systems) to ensure contribution data aligns with system records
•  Maintain detailed documentation of corrections, employer communications.
•  Monitor incoming files and contribution schedules to ensure timely posting and follow-up
• Support month-end and year-end reconciliation processes and reporting as needed •  Ensure compliance with Section 125 regulations
• Provide clear, courteous communication to employer contacts via email and phone regarding contribution activity and resolution status
•  Invoices client for per participant per month fees
• Processes claim repayments
•  Handles confidential information with sensitivity and discretion in accordance with HIPAA and Data Privacy laws and company data security requirements

QUALIFICATIONS: •

• High school diploma required, associates or bachelor’s degree preferred
• Familiarity with a variety of insurance industry concepts, practices and procedures, preferred.
•  Experience in Microsoft office Suite (Excel, Word, Outlook).  Advanced Excel knowledge is a necessity.
• Data reconciliation skills.
• Strong organizational skills.
• Attention to detail and the ability to work efficiently under deadline pressure is essential.
• Able to multitask, prioritize, and manage time efficiently.
• Able to work in a fast-paced, team environment as well as independently.

 

What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

 

Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at HR@AmeriLife.com.

 

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

 

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.