Client Services Analyst – CSA

WEX

Client Services Analyst analyzing electronic client files to ensure the accuracy of enrollments and terminations. Engaging directly with clients and carriers for effective service delivery.

Posted 7/24/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $22 - $25 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Health and Wellness Benefit Administration, with a strong focus on data analysis, client communication, and error resolution. Proficient in managing payroll exports and ensuring compliance with processing procedures.

Highest-signal resume keywords

Health And Wellness Benefit AdministrationData AnalysisMicrosoft Excel ProficiencyClient CommunicationError Resolution

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data AnalysisPayroll Exports ProcessingAudit ReviewDiscrepancy ReportingFile Troubleshooting

Soft Skills

Professional CommunicationClient Service OrientationProblem Solving

Tools & Technologies

Project Management ToolClient Processing Documentation

Industry Keywords

Benefit AdministrationEligibility ManagementAnnual Enrollment Testing

About the role

Key responsibilities & impact

Analyze electronic files – client imports, carrier exports, carrier discrepancy reports, payroll exports and deduction files.
Post and analyze imported and exported files.
Follow processing procedures and schedule to complete daily tasks.
Complete all processes (including Audits & Discrepancy Reports) timely and resolve them in project tracking tool.
Respond to and complete call center escalations timely (urgent updates).
Complete review of premium reconciliation for all applicable clients.
Complete Dependent Age Outs and Evidence of Insurability Approvals if assigned to client.
Respond to project management tool on any open items.
Regularly analyze internal system data and correct any errors or discrepancies and errors as found.
Process payroll exports to be performed with accuracy and in a timely manner.
Communicates directly with insurance carriers to make updates and keep eligibility in sync.
Works daily on client service questions/issues and responsible for following up with the correct answers to the client, participant or team.
Trouble shoots any errors on the files as well as enrolling and/or terminating participant’s eligibility at each carrier.
Ability to interface professionally with clients and carriers’ phone and email.
Responsible for documenting and updating client processing procedures and documentation.
Assist with Annual Enrollment testing as necessary.
Reviews Audit results and correct any accounts that are identified by the audits.
Identify issues and communicate/escalate to the appropriate party.

Requirements

What you’ll need

Bachelor's Degree preferred
Health and Wellness Benefit Administration
Proficient in Microsoft Excel

Benefits

Comp & perks

health, dental and vision insurances
retirement savings plan
paid time off
health savings account
flexible spending accounts
life insurance
disability insurance
tuition reimbursement