• Customer Service Representative

    Posted: 06/23/2024

    Customer Service Representatives (CSRs) are responsible for providing exceptional phone service to plan participants as well as the accurate screening/entry of Flexible Benefit Plan and Health Reimbursement Arrangement claims.

    Essential Job Duties and Responsibilities:

    1. Learn and effectively apply claims screening procedures.
    2. Communicate professionally on the phone with plan participants.
    3. Educate participants and resolve claim issues.
    4. Perform report audits.
    5. Enter benefit plan enrollments.
    6. Professionally de-escalate challenging participant calls.
    7. Master software programs utilized for claim entry.
    8. Work effectively with varied levels of personnel.

    Required Work Skills:

    1. Proven ability to provide a high level of customer service.
    2. Possess proficient data entry and keyboarding skills.
    3. Ability to effectively work with plan participants over the phone.
    4. Possess strong attention to detail and demonstrate a high level of accuracy in work.
    5. Previous customer service experience required.
    6. Previous experience in a claims or insurance environment is a plus.

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