Client Service Analyst

WEX Inc; Maine; On-site; Full time

Job summary

A leading company in the health and wellness sector is seeking a Client Services Analyst to ensure the accuracy of client data and manage enrollments. The role involves analyzing electronic files, resolving client issues, and interfacing with insurance carriers. Ideal candidates will have a Bachelor's degree and experience in benefit administration. Competitive pay and comprehensive benefits are offered.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Retirement Plans

Paid Time Off

Qualifications

• Experience in Health and Wellness Benefit Administration.
• Proficiency in Microsoft Excel.

Responsibilities

• Analyze electronic files and maintain accuracy of enrollments.
• Communicate directly with insurance carriers and clients.
• Troubleshoot errors on files and manage participant eligibility.

Skills

Health and Wellness Benefit Administration

Microsoft Excel

Education

Bachelor's Degree

Job description

About the Team/Role

The Client Services Analyst (CSA) works daily analyzing electronic client files to maintain the accuracy of all enrollments, terminations, and system data.

How you’ll make an impact

1. Analyze electronic files – client imports, carrier exports, carrier discrepancy reports, payroll exports, and deduction files.
2. Post and analyze imported and exported files.
3. Follow processing procedures and schedules to complete daily tasks.
4. Complete all processes (including audits & discrepancy reports) timely and resolve them in the project tracking tool.
5. Respond to and resolve call center escalations promptly (urgent updates).
6. Review premium reconciliation for all applicable clients.
7. Complete Dependent Age Outs and Evidence of Insurability Approvals if assigned to a client.
8. Respond to project management tool on any open items.
9. Regularly analyze internal system data and correct errors or discrepancies as found.
10. Process payroll exports accurately and promptly.
11. Communicate directly with insurance carriers to update information and keep eligibility in sync.
12. Handle client service questions/issues and follow up with the correct answers for clients, participants, or the team.
13. Troubleshoot errors on files and manage participant eligibility enrollments and terminations with carriers.
14. Interface professionally with clients and carriers via phone and email.
15. Document and update client processing procedures and documentation.
16. Assist with Annual Enrollment testing as needed.
17. Review audit results and correct identified accounts.
18. Identify issues and escalate appropriately.

Additional duties may arise when supporting administrative services, and the Client Service Analyst is expected to perform these as assigned.

Experience you’ll bring

• Bachelor's Degree preferred
• Experience in Health and Wellness Benefit Administration
• Proficiency in Microsoft Excel

The pay range for this position is $17.00 - $22.00, based on qualifications, skills, and proficiency. This includes base pay and may include bonuses or commissions where applicable. Our benefits support your well-being, including health, dental, vision insurances, retirement plans, paid time off, and more.