Employee Benefits Client Service Representative
Acrisure is a global fintech leader that empowers businesses and individuals with innovative solutions. The Employee Benefits Client Service Representative will support the day-to-day service and administrative needs of clients within the Health Insurance Fund division, assisting the account management team in delivering high-quality service.
Responsibilities
- Serve as the primary point of contact for employer groups, brokers, and participants regarding HRA, HSA, and FSA benefits
- Provide timely and professional customer service via phone and email
- Educate clients on benefit plan rules, IRS regulations, and eligibility requirements
- Assist participants with claims, reimbursements, and account transactions
- Process enrollments, contributions, and reimbursement claims in compliance with plan guidelines
- Assist employers in setting up and managing their benefit accounts
- Ensure accuracy of account balances, transactions, and reporting
- Troubleshoot issues related to debit card transactions, account funding, and claims processing
- Stay up to date on IRS regulations and industry best practices related to pre-tax benefit accounts
- Ensure all transactions and account activities comply with HIPAA, ERISA, and IRS guidelines
- Maintain accurate and confidential client and participant records
- Work closely with internal teams to resolve client concerns and improve service delivery
- Assist in onboarding new clients and training employers on using our platform
- Identify and suggest efficiency improvements in account servicing processes
Skills
- 1+ years in call center, benefits administration, TPA, healthcare, or financial services role highly preferred
- Active Health and Life Insurance License or ability to obtain one within 60 days of hire date
- Strong knowledge of Microsoft Office products
- Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages
- Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form
- Applied Systems / EPIC experience a plus
Benefits
- Comprehensive medical insurance, dental insurance, and vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- A complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave (including for adoptive parents)
- Legal plan options
- Pet insurance coverage
Company Overview