Client Success & Benefits Support Specialist

P & A Administrative Services, Inc; Village of Williamsville (NY); Sur place; USD 48 000 - 64 000; Plein temps

Résumé du poste

P & A Administrative Services, Inc. is seeking a Client Support Specialist to deliver exceptional customer service while managing the day-to-day administration of employee reimbursement plans (Section 125, 129, 132, 105(h), Lifestyle Plans).

Coordinate caseloads, respond to inquiries within one business day, assist clients and brokers, prepare reports, and ensure payroll file timing. Strong communication, detail orientation, HIPAA compliance, and teamwork are essential.

Qualifications

• High School Diploma or Equivalent required.
• Associate or Bachelor's degree preferred.
• Prior P&A and/or benefit administration experience preferred.

Responsabilités

• Performs all phases of administrative procedures in accordance with plan specifications, government regulations, and departmental procedures at the highest levels of quality to maximize client satisfaction.
• Coordinates and administers assigned caseload to ensure optimal client/customer satisfaction, through accurate interpretation of the plan documents and all plan provisions with attention to any special administrative requirements.
• Provide prompt responses to all participant, client, broker, and internal inquiries including emails and voice mails within department standards (1 business day), investigating and resolving matters with urgency when necessary
• Assist clients, participants, team members, brokers, sales/marketing representatives, and Participant Support Specialists in understanding regulations, plan documents, administrative procedures, and any related questions.
• Prepare and deliver various reports to clients as required.
• Monitor departmental reports, researching and taking necessary actions in line with policy.
• Ensure timely receipt of payroll files before client pay dates, proactively communicating with clients if delays occur.
• Reconcile and oversee the posting of employer deposits, ensuring all changes, terminations, and new hires are addressed promptly.
• Record and post payments received from employers and participants in a timely manner.
• Ensure timely completion of annual Open Enrollment procedures of assigned caseload, facilitating effective communication among clients, brokers, sales team, Participant Support Center and management.
• Performs all necessary IRS non-discrimination tests.
• Conduct operational and functional internal audits as needed.
• Collaborates with the sales and new business teams to identify ways to improve the overall customer experience.
• Contribute to departmental efficiency and accuracy by suggesting process improvements.
• Demonstrate leadership qualities by mentoring and assisting other team members.
• Performs operational/functional internal audits as required.
• Keep the Department Manager & Supervisor fully informed on all problems or unusual matters of significance and elevate as needed.

Connaissances

Reimbursement programs

HIPAA compliance

Microsoft Office

Customer service

Communication skills

Multi-tasking

Formation

High School Diploma or Equivalent

Associate or bachelor's degree preferred

Outils

Microsoft Office

Description du poste

P & A Administrative Services, Inc. is seeking a Client Support Specialist to deliver exceptional customer service while managing the day-to-day administration of employee reimbursement plans (Section 125, 129, 132, 105(h), Lifestyle Plans).

Coordinate caseloads, respond to inquiries within one business day, assist clients and brokers, prepare reports, and ensure payroll file timing. Strong communication, detail orientation, HIPAA compliance, and teamwork are essential.