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Fidelity Investments
Reimbursement Account Manger
Merrimack, NH
Aug 7, 2025
Full-time
Full Job Description

Job Description:

Reimbursement Account Manager

As a Reimbursement Account Manager supporting Fidelity Health's Clients you will combine consultative account management skills with a growing knowledge of reimbursement account plan administration (FSA, HRA, Commuter, RMSA, LSA). You will provide administrative services and serve as the primary communication point for clients regarding their reimbursement account(s).

The Team

You will be part of the RA Service Team, working closely in a shared mailbox environment with teammates working to support our mid and emerging market. You will work as a primary contact for your dedicated clients and as a secondary contact for clients assigned to your team members, providing exceptional quality service.

The Expertise You Have

  • 2-5 years' experience of account management experience with proven ability to build and maintain client relationships.
  • 2-5 years' experience servicing corporate clients.
  • Bachelor's Degree or equivalent experience.
  • Preferred experience with a broad range of healthcare and wellness benefits.

The Skills You Bring

  • Account management skills including building relationships with client contacts and business partners ensuring client satisfaction and retention.
  • You will serve as a primary point of contact to the client, in addition you will be the secondary point of contact to your team member's clients.
  • Demonstrated success in a complex, matrix environment servicing clients.
  • Preferred understanding of reimbursement account administration needs, process, and regulatory knowledge.
  • Familiarity with the full range of healthcare and wellness benefits and associated recordkeeping services.
  • Strong and effective interpersonal and communication skills.
  • Demonstrated ability to balance account management servicing with sound business judgment.
  • Effective organizational, time management, facilitation, and prioritization skills.

The Value You Deliver

  • Your proactive execution of administrative processes ensure quality, accuracy, efficiency and when necessary, appropriate root cause analysis and corrective action to ensure services are delivered with high quality.
  • 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.
  • By bringing voice of the customer feedback to the Product Team you will help Fidelity continue to develop industry leading solutions

Certifications:

Category:

Client Service Operations

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

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.

PDN-9f930053-2525-4ff8-8cf4-5c33a37407c7
Job Information
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Reimbursement Account Manger
Fidelity Investments
Merrimack, NH
Aug 7, 2025
Full-time
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