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About the role
Key responsibilities & impact- Serve as the primary point of contact for employer groups, brokers, and participants regarding HRA, HSA, and FSA benefits
- Provide timely and professional customer service via phone and email
- Educate clients on benefit plan rules, IRS regulations, and eligibility requirements
- Assist participants with claims, reimbursements, and account transactions
- Process enrollments, contributions, and reimbursement claims in compliance with plan guidelines
- Assist employers in setting up and managing their benefit accounts
- Ensure accuracy of account balances, transactions, and reporting
- Troubleshoot issues related to debit card transactions, account funding, and claims processing
- Stay up to date on IRS regulations and industry best practices related to pre-tax benefit accounts
- Ensure all transactions and account activities comply with HIPAA, ERISA, and IRS guidelines
- Maintain accurate and confidential client and participant records
- Work closely with internal teams to resolve client concerns and improve service delivery
- Assist in onboarding new clients and training employers on using our platform
- Identify and suggest efficiency improvements in account servicing processes
Requirements
What you’ll need- 1+ years in call center, benefits administration, TPA, healthcare, or financial services role highly preferred
- Active Health and Life Insurance License or ability to obtain one within 60 days of hire date
- Strong knowledge of Microsoft Office products
- Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages
- Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form
- Applied Systems / EPIC experience a plus.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
benefits administrationclaims processingaccount transactionsenrollment processingIRS regulationsHIPAA complianceERISA compliancefinancial calculationscustomer service
Soft Skills
problem solvingcommunicationclient educationattention to detailorganizational skills
Certifications
Health Insurance LicenseLife Insurance License
