The Operations Specialist, Benefits is responsible for the lifecycle of various benefit plans, including Flexible Benefits, Health Reimbursement Arrangements, Health Savings Accounts, and Commuter Plans. This encompasses their creation, ongoing maintenance, and eventual closure. The role also includes consumer forms and processing file data relevant to employer configurations and plans.
A strong understanding of the products, systems, files, and technical aspects is essential for success in this position.
● Must adhere to security policies
● Maintain detailed knowledge in function area(s) related to Benefits
● Serve as an internal resource, troubleshoot questions and provide issue resolution using product, file and system knowledge
● Serve as a knowledgeable contact for internal departments
● Communicate with other teams, employers and partners to resolve account discrepancies
● Responsible for solving cases and resolving tier 3 escalations
● Create, update and maintain participant plans and balances
● Update and maintain employer account balances
● Create, update and maintain employer plans and closings
● Process demographic, enrollment and contribution files
● Facilitate peer training when requested
● Identify trends to improve plan administration experience
● Ensure requests made by internal and external departments are resolved in a timely manner
● Attend regularly scheduled one on one meetings with direct leader for professional development and goal setting
● Work with your team, other departments to ensure a positive customer experience
● Create efficiencies and improve processes for employers, consultants and third-party vendors
● Maintain a continuous improvement approach to work
● Participate in ongoing learning, development opportunities and sharing of knowledge
● Maintain attendance and punctuality standards
● Maintain expected quality and performance metrics
● Must participate in team meetings and one on ones via video and phone
● Assist with special projects
General Duties:
All other duties as assigned
Assist with special projects
Continually work on improving departmental workflow
Maintain policy according to HIPAA
WEX (NYSE: WEX) is the global commerce platform that simplifies the business of running a business. WEX has created a powerful ecosystem that offers seamlessly embedded, personalized solutions for its customers around the world. Through its rich data and specialized expertise in simplifying benefits, reimagining mobility and paying and getting paid, WEX aims to make it easy for companies to overcome complexity and reach their full potential. For more information, please visit www.wexinc.com.
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