Customer Service Representative
Current▪ Handle inbound calls timely and professionally (~40 calls/day)▪ Proficient in managing Health Savings Accounts (HSA), Flexible Spending Accounts (HCFSA/LPFSA/DCFSA),and Reimbursement Accounts (HRA/DCRA)▪ Document all customer interactions, including call notes and casework▪ Follow up with members via email or phone regarding account updates▪ Maintain a happy and calm demeanor, effectively de-escalating tense situations▪ Stay updated on relevant regulations, laws, and policies to provide accurate guidance▪ Collaborate with team members via Microsoft Teams to ensure seamless customer service▪ Manually input claims and process reimbursements, educate members on general healthcare knowledge,and assist them with their benefits and options▪ Maintained 95% Quality Assurance score and 97% Customer Satisfaction score since starting