Service Specialist, Spending Accounts

BRIEF DESCRIPTION

As a member of the Spending Accounts team, the primary responsibility of the Service Specialist is performing the daily deliverables within the suite of Spending Accounts services and products, such as, but not limited to systems management, Spending Account Inbox, Debit Card Letter transactions, and assisting Claim Processors and Client Service Representatives on daily deliverables.  Additional responsibilities include generation and quality review of employee facing letters and team projects.

ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited, to the following:

• Perform daily operations such as Trion’s Issue Management System (TIMS), Spending Account Inbox, Debit Card letter transaction, assist claims processor and Client Service Representatives on daily repeatable processes accurately and on time;
• Generate and process welcome letters and Debit Card  returns meeting all quality standards and timeframes;
• Resolve client issues on Trion’s Issue Management System (TIMS) that come in from the Call Center regarding basic Spending Account issues;

• Work within a team structure to ensure all timely monthly deliverables are met (such as monthly client reports, invoices and claims entry);

• Assist with development and maintenance of operational documentation;
• Assist with high volume tasks during Open Enrollment;
• File, maintain and prepare documentation for offsite storage;
• Respond timely and consistently to all client inquiries while establishing expectations for a trusted partnership;
• Ensure all client deliverables adhere to specified quality standards;
• Adheres to Trion’s internal and external compliance and security processes;
• Summarize and report project status to Sr. Claim Processors  and Team Manager;
• Assist with special projects as determined by Spending Accounts Team Manager.

REQUIRED EDUCATION AND EXPERIENCE:

• High school diploma or GED equivalency is required, college degree preferred;
• Minimum of 1 year demonstrated experience within a processing support capacity;
• Experience working with consumer spending health plans, such as flexible spending accounts, health reimbursement accounts, health savings accounts is preferred;
• Other related exposure to Benefits Administration, COBRA, HRIS, and/or Payroll environments is preferred;
• Experience within a third party administration, benefits brokerage, health and welfare consulting, health care, or insurance related industry is highly preferred;
• Proficiency in the Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook is required.

KNOWLEDGE, SKILLS AND ABILITIES

• Proven ability to provide superior customer service and successfully build relationships with internal teams and client contacts;
• Proven ability to multitask, adjust priorities, meet deadlines, and successfully operate in a fast-paced work environment;
• Ability to follow through on and successfully execute tasks while adhering to specified quality standards;
• Possess strong organizational, analytical skills and strong attention to detail;
• Disciplined in summarizing and reporting status/results regularly;
• Possess excellent interpersonal, verbal and written communication skills;
• Ability to work well independently and as a team member;
• Possess aptitude for learning proprietary systems, applications and internal work flow of the department.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• While performing the duties of this job, the employee is:
  • Frequently required to sit; speak or hear; use hands to finger, handle, feel objects, and reach with hands and arms;
  • Occasionally required to stand and walk;
  • Extensive use of computer and keyboard and viewing of computer screen is required;
  • Specific vision abilities required by this job include vision, and ability to adjust focus.
• Other working conditions are normal for an office environment.

WORK LOCATION

• Work is typically performed either on site at Trion’s King of Prussia, PA office, or at various customer/Trion locations as required.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers.