Reimbursement Accounts Specialist

2 weeks ago

Missoula, United States Allegiance Benefit Plan Management Full time
Job DescriptionJob Description

**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


REPORTS TO: Reimbursement Account Specialist Supervisor

LOCATION: Allegiance office or off-site

FLSA STATUS: Non-Exempt


POSITION RESPONSIBILITIES:
The Reimbursement Account Specialist is responsible for maintaining accurate and complete eligibility information electronically by participant and manually by company. The incumbent will interpret group summary plan descriptions to assist plan participants and client contacts on all questions that pertain to reimbursement accounts in accordance with IRS Regulations. They are also responsible for processing and keeping accurate balances of deposits on clients' accounts.

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.

1.Enrolls new plan participants and updates these records for coverage changes and terminations.
2.Enters changes in flexible spending accounts as received by client company contacts.
3.Builds new plan year with any changes for each groups renewal.
4.Liaison between accounting and the client for any funding processes.
5.Reviews and processes client contribution discrepancy reports.
6.Meets or exceeds company standards for production and quality (enrollments completed in 2 to 3 business days, 96% accuracy).
7.Communicates with client contacts as needed for daily, weekly or annually.
8.Answers customer service telephone calls and e-mails regarding enrollment / accounting issues; adheres to standards for turnaround time returning voice mails and e-mails (see attached).
9.Contributes to the daily workflow with regular and punctual attendance.
10.May be required to travel to client sites for enrollment fairs to assist plan participants in the initial enrollment process.

NON-ESSENTIAL JOB FUNCTIONS:

  1. May be required to travel to client sites for enrollment fairs to assist plan participants in the initial enrollment process.
  2. Performs related or other assigned duties as required or directed.

SUPERVISION EXERCISED:

None.

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.

JOB SPECIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Minimum Education: High school graduation or GED required.

Certification(s) Required: None.

Minimum Experience: Experience with computers and customer service required.


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.
  • Ability to learn all functions of the flex 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 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.

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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