Senior Customer Service Representative
Current• Support 400+ companies ranging from 1-2,000 employees in regards to all daily activities such as responding to all personal benefit related questions, distributions, contributions, claims and refunds • Provide human resources managers and participants with reporting and information relating to:o Account balanceso Debit card inquirieso Claims receipt o Plan activityo Denied/Approved claimso Plan coverageo ERISA compliance• Process custom reporting and data entry into Allegious/MBI system for HRA plans and specialty claims• Create customized benefits plan documents for FSA, HRA and POP for premium clients for enhanced customer service• Assist all companies in need of filing IRS form 5500 to comply with plan definitions set forth by the federal government• Ensure all plans comply with new rules set forth by the Affordable Care ActAccomplishments:• Designed a more cohesive internal customer service department strategy by moving the department from a plan administrator type style to a front/back office type style. This strategy change allowed our customer service representatives to play to their strengths for multiple client’s thus increasing vendor satisfaction
