Benefits Client Success Specialist

• 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

Requirements 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 Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages 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. ATS Optimization Keywords Below are skills and terms extracted directly from this job posting to improve Applicant Tracking System (ATS) visibility. This unique feature helps candidates tailor their applications more effectively — a feature exclusive to JobTailor job listings. Hard Skills benefits administration claims processing account transactions enrollment processing IRS regulations HIPAA compliance ERISA compliance financial calculations customer service Soft Skills problem solving communication client education attention to detail organizational skills Certifications & Qualifications Health Insurance License Life Insurance License #J-18808-Ljbffr Jobtailor