Provide customer service and processing for account-based employee benefit plans
Service Flexible Spending Accounts (FSA), 529 Educational Savings accounts, Qualified Plan Retirement accounts and State Sponsored Retirement Program accounts
Handle requests from participants, financial advisors, and plan administrators via phone, email, or chat
Provide explanations regarding benefits and plan provisions, review claims information and update account owner contacts
Examine, review, process, calculate and pay claims or administer payments based on plan information and documentation
Process financial and non-financial transactions timely and accurately
Meet department and individual service levels and quality goals
Proactively engage participants, anticipate needs, and offer assistance and solutions
Demonstrate flexibility and support movement between service center roles as needed
Protect and properly handle confidential data to ensure against unauthorized access and maintain HIPAA compliance
Requirements
High school diploma or GED, and further applicable education or equivalent experience
1+ years of call center or customer service experience preferred
Ability and proficiency with Microsoft Office and Excel applications
Advanced proficiency with Excel and database applications, including formatting and formulas
Experience with claims processing or benefit card systems
Computer proficiency required
Excellent listening, verbal and written skills
Ability to handle stressful situations regarding urgent customer needs
Detail oriented, flexible, and self-motivated
Qualified candidates must complete a video interview assessment within 7 days of receiving the link
Must have a smartphone, tablet, or desktop computer with camera and microphone enabled
Availability for initial training schedule (first 4-6 weeks: 10:00 am to 6:30 pm EST) and listed shift times thereafter
Maintain confidentiality and HIPAA compliance
Benefits
100% fully remote
Training provided (first 4-6 weeks: 10:00 am to 6:30 pm EST)
Multiple shift options after training (9:00am-5:30pm, 10:30am-7:00pm, 11:00am-7:30pm, 11:30am-8:00pm EST)
Reasonable accommodations for individuals with disabilities
Video interview assessment to accelerate hiring process
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.