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 or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly’s Talent Attraction team, to submit candidates for review via our applicant tracking system.
Responsibilities:
Provide direct, ongoing oversight of client relationship and internal Benefits Administration support staff (Benefits Specialist I and II). Ensure the continuous, timely completion of all related deliverables and tasks associated with assigned accounts and in accordance with client contracts as well as defined client processing schedules and procedures. Coordinate all aspects of the client’s major enrollment initiatives, particularly the annual enrollment effort. Serve as the client’s primary point of escalation for any issues, concerns and change considerations. Ensure that internal account documentation and delivery schedules are kept is kept in a current, accurate state and consistently made available to internal resources (unit and cross-departmental). Ensure that support resources are adequately trained. Maintain a strong client presence on an ongoing basis. Support revenue growth by critically analyzing client relationship against Baker Tilly Vantagen services and capabilities in an effort to expand the suite of services provided to each. Provide meaningful leadership support to assigned counselees in accordance with the guidelines set by the Baker Tilly Performance Counseling program.

Responsibilities, but not limited to:

• Conduct daily and weekly reviews of scheduled and completed tasks for assigned account base
• Conduct monthly review of reported adjustments; report action plans to Director and Billing Manager
• Update and post timely any and all changes to client documentation using the established methods and channels
• Review case activity to a minimum frequency of weekly to ensure completion in accordance with Baker Tilly Vantagen’s response and resolution standards
• When applicable and upon realization, facilitate root cause issue analysis and action planning, coordinate execution of plan and timely communication to client stakeholders
• Orchestrate the end-to-end planning and execution of all major client enrollment initiatives post-implementation
• Orchestrate and facilitate ongoing client stakeholder servicing/relationship reviews as well as the delivery of pertinent service support information (reports, snapshots, updates, etc.)
• Conduct monthly/semi-monthly meetings with Performance Counselees; report discussion points, action items, items for follow up to Director

Qualifications:

• The ideal candidate will have 5-8 years’ experience in the Benefits Administration, Insurance, Customer Service, Information Processing and/or Human Resource-related fields, and will be able to demonstrate past success in a supervisory and/or client relationship capacity
• Bachelors Degree
• The candidate will demonstrate fair, objective leadership qualities to compliment a strong, professional presence both internally and externally
• The candidate will possess exceptional verbal (interpersonal, small group) and written customer service skills
• The candidate will maintain proficiency with MS Office, specifically intermediate/advanced Excel, Outlook, and Word
• The candidate will bring strong organizational qualities and be capable of maintaining poise under pressure
• Hybrid work arrangement-3 days per week at our Clarks Summit office

Additional Information:

LI-MN

• Conduct daily and weekly reviews of scheduled and completed tasks for assigned account base
• Conduct monthly review of reported adjustments; report action plans to Director and Billing Manager
• Update and post timely any and all changes to client documentation using the established methods and channels
• Review case activity to a minimum frequency of weekly to ensure completion in accordance with Baker Tilly Vantagen’s response and resolution standards
• When applicable and upon realization, facilitate root cause issue analysis and action planning, coordinate execution of plan and timely communication to client stakeholders
• Orchestrate the end-to-end planning and execution of all major client enrollment initiatives post-implementation
• Orchestrate and facilitate ongoing client stakeholder servicing/relationship reviews as well as the delivery of pertinent service support information (reports, snapshots, updates, etc.)
• Conduct monthly/semi-monthly meetings with Performance Counselees; report discussion points, action items, items for follow up to Directo