As a member of the Spending Accounts team, the Client Service Representative is a critical contributor to achieving a high level of client satisfaction and retention within their respective books of business. The primary responsibility of this role is to evaluate our clients’ consumer driven health plans to offer solutions in the design, implementation and continuing service phases of those plans. The consumer driven health plans include, but are not limited to the following: flexible spending accounts, health reimbursement accounts, health savings accounts (healthcare and/or dependent care), and commuter programs. ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited, to the following: - Manage client expectations and drive decisions relating to timing, procedures and documentation of implementations, open enrollments, and ongoing deliverables with the collaboration and support of a cross-functional team; - Lead and participate in client meetings and presenta
- High school diploma or GED equivalency is required, college degree preferred; - Minimum of 1 year demonstrated client services experience within consumer spending health plans, such as flexible spending accounts, health reimbursement accounts, health savings accounts is required - Experience within a third party administration, benefits brokerage, health and welfare consulting, health care, or insurance related industry is preferred. - Related exposure to Benefits Administration, HRIS, and/or Payroll environments is preferred. - Proficiency in the Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook is required.
Dan Glaser, President and CEO, has been named to Institutional Investor magazine’s 2017 All-America Executive Team ranked as the #3 Overall CEO in the insurance industry, #3 with buy-side analysts and #2 with sell-side analysts.