Position Summary: The Omnify Customer Care Coordinator is responsible for processing all facets of Health Benefit account contributions, distributions, customer communication, and general account maintenance. This level of position is knowledgeable of IRS regulations and complex processing over plan years. This level of position has a high level of responsibility and independent problem solving when assisting customers and processing transactions. 

Hours: Part-Time, Flexible hours between Monday – Friday 8:00 AM – 5:00 PM 

Essential Functions:

• Educate and assist customers with account inquiries, product, and service-related issues over the phone, email, and in-person.
• Process all facets of Health Savings Accounts (HSA) contributions, distributions, account opening, CIP verification, proper tax coding, terminations and transfer of accounts.
• Adjudicate card transactions and manual claims submitted by employees with FSA, DCA, and LP FSA accounts in compliance with IRS regulations and plan design.
• Provide support and research for FSA and DCA accounts, including transaction corrections, refunds, procedures, documentation, account maintenance, and back up all claim processing.
• Adjudicate Lifestyle and Wellness account claims, in compliance with the individually designed plans for each employer.
• Process Lockbox contribution and fee payment checks. Ensure contributions are properly coded to the appropriate plan year.
• Process documentation, and other paperwork sent via mail, digital mail, and the fax queue.
• Participate in ongoing product knowledge training to enhance skills and keep up to date with changes.
• As processes change and efficiencies are created, ensure department procedures are kept up to date.
• Ensure all transactions are posted daily, based on non-post and the daily reconciliation file.
• Process returned mail, tax forms, and returned VISA cards in compliance with VISA regulations and bank policy. Maintain the database and shred log up to date with accurate data.
• Create and maintain employer folders to ensure all legal agreements and checklists have been completed; save documents in Director.
• Cross-train in all Omnify duties within the operations team and provide back up for various processes.
•  Knowledge of HSA regulations, Section 125 regulations, HIPAA, VISA rules, are required.
• Understand and adhere to all bank policies, laws and regulations applicable to their role. Complete compliance training: follow internal processes and controls as required.
• Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies.
• Regular and reliable attendance is an essential function of this position.
• Perform other job-related duties or special projects as assigned.

Qualifications:

• Ability to learn and understand Health Savings Account guidelines and project confidence in explaining them.
• Knowledge of existing bank software preferred or demonstrated ability to learn new software quickly.
• Research skills.

Preferred Talents:

• Organized
• Time efficient and deadline driven
• Independent with good judgment
• Effective communicator
• Customer service oriented
• Accurate and detailed
• Problem solver

Working Environment:

Indoor work not exposed to outdoor elements or hazards.

Sedentary work, occasional lifting and/or carrying up to ten pounds.

This role is eligible for hybrid work from home opportunity under the work from home guidelines upon completion of onboarding.

PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.
 Equal Opportunity Employer Minorities/Women/Veterans/Disabled