Reimbursement Accounts Customer Service Representative - Hybrid/On-Site Required Job at Allegiance Benefit Plan Mgmt.
**NO EXPERIENCE NECESSARY- WE WILL TRAIN**
Do you want a career where you can make a difference? Allegiance is a growing company with hometown values that is looking for dynamic candidates to join the team! A positive, team-oriented environment is provided with opportunities for advancement.
Allegiance offers full-time positions with evenings, weekends, and holidays off and a multi-faceted benefits package.
We pride ourselves in having a reputation for top-notch customer service. Make a difference. Start your career with Allegiance today!
REIMBURSEMENT ACCOUNTS CUSTOMER SERVICE REPRESENTATIVE
REPORTS TO: Reimbursement Accounts Customer Service Supervisor '
LOCATION: Missoula or WAH 8:00 AM -5:00 PM MST or equivalent hours
FLSA STATUS: Non-Exempt
POSITION RESPONSIBILITIES:
The Reimbursement Accounts Customer Service Representative answers telephone and e-mail inquiries from plan participants and client contacts regarding Reimbursement Account claims (Medical, Dependent Care, Transportation, Parking, Health Savings Account, Health Reimbursement Account and debit card) in accordance with the regulations defined in the Internal Revenue Code and the group plan document.
The incumbent is expected to communicate professionally with peers, supervisors, subordinates, vendors, customers, and the public, and to be respectful and courteous in the conduct of this position.
ESSENTIAL JOB FUNCTIONS:
Essential job functions include the following. Other functions may be assigned as business conditions change.
Answers telephone calls and e-mail inquiries from plan participants and group contacts pertaining to Flex claim inquiries.
Is knowledgeable of HRA Plans and HSA plans.
Provides clear and accurate responses to requests for information and has a reasonable amount of meaningful talk time.
Logs faxed claims.
Documents all calls taken in the WEX Health Cloud Administrator Portal.
Returns messages left in designated voice mailboxes in accordance with company standards.
Assists with miscellaneous daily projects as assigned by department supervisor and assists supervisor as needed to meet and contribute to work flow.
Is able to deescalate upset callers so the call does not have to be transferred to a supervisor.
Meets or exceeds company standards for production and quality. Must have an Audit Score of 97.5% or higher.
Contributes to maintaining company standard on average speed of answer and first call resolution and has after call work of less than 30 seconds
Is able to assist other CSR's with proper call handling techniques and questions.
Contributes to maintaining company standard on average speed of answer and first call resolution.
Consistently takes a higher call volume.
Contributes to the daily workflow with regular and punctual attendance.
Takes initiative to review claims issues from calls and shows work to examiners before the claim can be corrected.
Has knowledge to determine the appropriate department to contact regarding issues.
NON-ESSENTIAL JOB FUNCTIONS:
- Performs related or other assigned duties as required or directed.
PHYSICAL WORKING CONDITIONS:
Physical requirements are representative of those that must be met to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Sitting 90% Reaching Some
Standing 5% Manual Dexterity Medium
Walking 5% Telephone Yes
Kneeling Some Computer Screen High (visual acuity corrected to 20/30)
Bending Some Lifting up to 40 lbs.
Other Qualifications:
- Excellent oral and written communication skills required.
- PC skills, including Windows and Word. Must be able to adapt to software changes as they occur.
- Typing ability of 45 wpm net.
- Excellent oral and written communication skills required.
- Ability to learn all functions of the claims processing software program and adapt to software changes as they occur.
- Ability to learn flexible spending account regulations as defined in Section 125 of the Internal Revenue Code.
- Strong mathematical skills.
- Ability to take and pass Customer Service classes through one of the educational programs that is offered (LOMA, ICA, AHIP).
- Ability to enter data with accuracy and precision.
- High level of interpersonal skills to work effectively with others.
- Ability to organize and recall large amounts of information including interactions with employees, agents, plan participants and clients.
- Ability to read, analyze and interpret benefit summary plan descriptions, insurance documents and regulations.
- Ability to project a professional image and positive attitude in any work environment.
- Ability to comply with privacy and confidentiality standards.
- Ability to analyze and solve problems with professionalism and patience, and to exercise good judgment when making decisions.
- Ability to operate typical office equipment.
- Working knowledge of general office procedures.
- Must take the Customer Service in the Healthcare Environment AHIP online, self-study course and pass the test.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel as classified.
- Allegiance Benefit Plan Management, INC is an Equal Opportunity Employer. Qualified applicants will be considered without regard to race, color, age, disability, sex, childbirth (including pregnancy) or related medical conditions including but not limited to lactation, sexual orientation, gender identity or expression, veteran or military status, religion, national origin, ancestry, marital or familial status, genetic information, status with regard to public assistance, citizenship status or any other characteristic protected by applicable equal employment opportunity laws.
If you require reasonable accommodation in completing the online application process, please email: recruiting@askallegiance.com for support.
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