Client Service Representative Accounts MidDay Shift

Benefits

• 401(k)
• 401(k) matching
• Company parties
• Dental insurance
• Health insurance
• Paid time off
• Training & development
• Vision insurance

The Client Service Representative will respond to inquiries from those participants with Flexible Spending Accounts (FSAs), Dependent Care (DCA), Health Reimbursement Arrangements (HRAs), Health Savings Accounts (HSAs), Lifestyle Spending Accounts and/or Parking/Transit Accounts. In addition to handling and resolving issues as stated above; other duties may include performing reviews, audits, adjudication, and data entry. The CSR will assist account management with projects and administrative tasks as needed;

and maintain client satisfaction by providing problem-solving resources and service to participants via phone and email.

This job description is not all inclusive, and the employee may also perform other duties as assigned by management. The duties, experience, functions, and any other descriptions herein may be changed as necessary to support business needs. HRPro is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

• Respond to account inquiries and perform account audits when necessary with the ability to communicate results effectively and professionally.
• Assist participants by troubleshooting and resolving issues related to navigating the phone app or Consumer Portal.
• Respond to participants regarding eligible expenses, documentation, processes and protocols with knowledge of Section 125 rules and IRS guidelines.
• Respond to participants regarding inquiries on account balances, transactions, receipt requirements, processes and protocols with knowledge of spending accounts and the plan guidelines.
• Review and enter enrollments and send corresponding enrollment notifications.
• Review and process plan terminations.
• Comply with HIPAA security protocols while interacting with customers to protect personal information.
• Review and approve claims and validate supporting documentation submissions.
• Review and enter claim repayments.
• Generate and distribute receipt reminders and reports.
• Review & process data feed and/or EDI enrollment & status changes.
• Responsible for managing incoming correspondence, including the accurate processing of mail and the digital scanning of documents.
• Perform periodic account audits, maintenance and reconciliation.
• Maintain continuity among work teams by providing assistance and support with various projects.
• Cross-train with multiple departments to provide support and client services in all areas as needed.
• Conduct training for new team members (as needed).
• Perform other related duties as assigned.

• High school diploma or general education degree (GED) required; college degree, or trade school training preferred.
• Knowledge of employee benefits, reimbursement accounts, healthcare spending accounts, benefits administration preferred.
• Third Party Administrator, Benefits Administrator, Employee Benefits or HR background preferred.
• Proficient with Microsoft Office suite (Outlook, Excel, Word, PowerPoint, etc.)
• Proven Client Service Skills with an ability to maintain professionalism and client-focused support
• Able to quickly adapt to and comprehend evolving policies, procedures, and regulations.
• Recognize and escalate complex issues to the appropriate department and supervisor.
• Exceptional phone manner and verbal communication skills.
• Excellent verbal and written communication and interpersonal skills to effectively collaborate with team members and clients
• Positive ‘can do attitude’ and solution finder with demonstrated problem solving skills
• Excellent organizational skills and attention to detail.
• Excellent time management skills with a proven ability to meet deadlines.
• Ability to function well in a high-paced and at times stressful environment.
• Extensive knowledge of office administration, clerical procedures, and recordkeeping systems.
• Able to type minimum of 50 words per minute.
• Must have reliable transportation to accommodate in-office and scheduled shift work.
• Must pass any and all background checks.

• Mid Day Shift: Monday - Thursday 10:30 AM - 7:00 PM, Friday 8:30 AM - 4:00 PM
• Office environment Hybrid remote (3 days in office) may be available after completion of introductory period or at a date determined by supervisor.
• While performing the duties of this job, repetitive use of hands or arms required for typing and administrative tasks.
• Need to lift up to 10 pounds, stoop, bend, and walk.
• Prolonged periods of sitting and working on a computer.
• Full time 40 Hours/week;
  Monday-Friday.