Customer Service Representative

Customer Service Representative

We are seeking a Customer Service Representative to support consumers with Health Savings Accounts (HSAs) offered through employer-sponsored benefit plans. This role will assist customers with account-related questions, provide clear and accurate information, and help resolve a variety of account and card-related inquiries.

The ideal candidate will have strong communication and customer service skills, be comfortable working in a structured, high-volume environment, and demonstrate reliability, professionalism, and attention to detail.

Key Responsibilities

• Provide professional and courteous customer service to consumers regarding Health Savings Accounts.
• Assist customers with a variety of account-related inquiries and requests.
• Support customers with claims, debit card orders, password resets, and account access.
• Assist with suspending or replacing lost or stolen debit cards.
• Help customers locate account statements and other relevant account information.
• Clearly explain account information, procedures, and available options to customers.
• Accurately document customer interactions and maintain appropriate records.
• Follow established policies, procedures, and security requirements when handling customer information.
• Escalate complex issues when appropriate and ensure customers receive accurate resolutions.
• Maintain professionalism and a positive customer-focused approach in a fast-paced environment.

The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability insurance, paid parking/public transportation, paid time off, paid sick and safe time, hours of paid vacation time, weeks of paid parental leave, and paid holidays annually – as applicable.