Customer Service Representative

Diversified Benefit Services; Town of Hartland (WI); On-site; USD 25,000 - 32,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Life Insurance

FSA/HSA/HRA benefits

401(k) employer match

Paid time off

Holidays

Employee referral bonus

Training & development

Career advancement

Job summary

Diversified Benefit Services, Inc. (DBS) is hiring a Customer Service Representative to help plan participants with benefit questions and to process FSA/HRA claims accurately.

You will provide phone support, explain eligibility, review and enter claims, and protect participant data with meticulous care. You will operate onsite in Hartland, WI, Mon-Fri with start times around 8:00 or 8:30 am, six months onsite before transitioning to a hybrid model (one day remote/4 in office).

Qualifications

• Customer-focused professional with a passion for helping people.
• Strong verbal and written communication skills.
• Excellent attention to detail and accuracy.
• Organizational and time-management abilities.
• Ability to apply established guidelines and procedures.
• Experience in customer service or benefits is a plus.

Responsibilities

• Provide exceptional, professional phone support to plan participants, answering questions and helping them navigate their benefit plans
• Educate participants on FSAs and HRAs, including eligibility, reimbursement processes, and required documentation
• Accurately screen, review, and enter claims, ensuring documentation and claim information meet plan requirements
• Research and resolve participant questions and claim issues with accuracy, efficiency, and sound judgment
• Follow established procedures and regulatory requirements to ensure claims are processed consistently and accurately
• Maintain detailed and accurate records while protecting confidential participant information
• Collaborate with team members to resolve issues and deliver a seamless participant experience

Skills

Customer service

Phone support

Verbal communication

Written communication

Attention to detail

Time management

Job description

Help People Navigate Their Benefits with Confidence

Are you someone who enjoys helping people, solving problems, and getting the details right? We’re looking for a Customer Service Representative who will serve as a trusted resource to plan participants while also ensuring the accurate and timely processing of Flexible Spending Account (FSA) and Health Reimbursement Arrangement (HRA) benefit plan claims.

In this role, you’ll have the opportunity to make a real difference in the participant’s experience from answering questions and providing knowledgeable, personalized service over the phone to carefully reviewing and entering claims in accordance with plan provisions and established procedures.

What You’ll Do

• Provide exceptional, professional phone support to plan participants, answering questions and helping them navigate their benefit plans


• Educate participants on FSAs and HRAs, including eligibility, reimbursement processes, and required documentation


• Accurately screen, review, and enter claims, ensuring documentation and claim information meet plan requirements


• Research and resolve participant questions and claim issues with accuracy, efficiency, and sound judgment


• Follow established procedures and regulatory requirements to ensure claims are processed consistently and accurately


• Maintain detailed and accurate records while protecting confidential participant information


• Collaborate with team members to resolve issues and deliver a seamless participant experience

What We’re Looking For

• A customer-focused professional who genuinely enjoys helping people and finding solutions


• Strong verbal and written communication skills, with the ability to explain benefit information clearly and confidently


• Exceptional attention to detail and a high level of accuracy when reviewing and entering information


• Strong organizational and time-management skills, with the ability to manage multiple priorities


• Sound judgment and the ability to apply established guidelines and procedures


• Previous experience in customer service, healthcare, employee benefits, claims processing, or a related field is a plus

Company Overview

Diversified Benefit Services, Inc. (DBS) is a leading third-party administrator specializing in flexible benefit plan solutions such as FSAs, HRAs, HSAs, ICHRAs, and COBRA. With nearly 40 years of industry experience, we are dedicated to delivering exceptional service and innovative benefits management. We prioritize building a motivated, team-oriented and positive workforce in a supportive and rewarding environment.

Job Type:

Full-time

Schedule:

• Monday to Friday


• Flexible start time (8:00 or 8:30 a.m.)


• Onsite fulltime for six months / transitions to hybrid (1 day remote/4 in office thereafter)

Compensation:

• Annual performance bonus opportunities


• Health, dental, and vision insurance


• Disability insurance – company paid


• Life Insurance – company paid


• FSA, HSA, and HRA benefits with employer funding (of course!)


• 401(k) with employer match


• Paid time off and holidays


• Employee Referral bonus program


• Paid training program and professional development


• Opportunities for advancement within a growing organization

Location:

• Hartland, WI