Essential Functions

Movement between service center roles, described above may take place to support business needs and seasonal volume, throughout the year.

Training would be provided, prior to any movement to support a new product. The requirements listed are representative of the knowledge, skills, and / or ability required.

Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Below functions are across all roles.

Examine, review, process, calculate and (a) pay claims based on information, plan design, insurance filings, documentation and reports;

or (b) administer payments based on plan information and documentation, in a timely manner.

Respond to all account owners and participant phone inquiries and requests in a timely and accurate manner. Meet department and individual service levels and quality goals and support department business objectives.

Proactively engage participants, anticipate their needs, offer assistance and solutions.

Process financial and non-financial transactions timely and accurate.

Demonstrate flexibility and team-orientation.

Comply with plan document provisions, regulations, guidelines and company procedures. Maintain confidentiality and keep department, client and participant HIPAA compliant.

Required Education and Experience

Completing AND passing PC assessment required.

High school diploma or GED, and further applicable education or equivalent experience.

Bilingual (English / Spanish) required

1 years of experience within a client service setting within financial services preferred

Knowledge of tax-advantaged accounts and benefit plans, insurance, and / or claims or payments, preferred.

Ability and proficiency with Microsoft Office and Excel applications, and claims processing or benefit card systems.

Ability to handle stressful situations regarding urgent customer needs. Advanced proficiency with Excel and database applications, including formatting and formulas.

Computer proficiency is required

Ability to add, subtract, multiply and divide all units of measure, using whole numbers, common fraction and decimals, and calculate percentages.

Excellent listening, verbal and written skills

Detail oriented, flexible, and self-motivated

Last updated : 2024-04-30