HRPro · 4 hours ago
Client Service Representative (Accounts) Mid-Day Shift
HRPro is a company specializing in client services for flexible spending accounts and other benefit programs. The Client Service Representative will handle inquiries and resolve issues related to various accounts, ensuring client satisfaction through effective communication and problem-solving.
Human Resources
Responsibilities
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
Qualification
Required
High school diploma or general education degree (GED) required
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
Preferred
college degree, or trade school training
Knowledge of employee benefits, reimbursement accounts, healthcare spending accounts, benefits administration
Third Party Administrator, Benefits Administrator, Employee Benefits or HR background
Benefits
401(k)
401(k) matching
Company parties
Dental insurance
Health insurance
Paid time off
Training & development
Vision insurance