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Flex CDP Customer Service Representative

🕒 13 days ago
Customer ServiceHealthcare BenefitsFSAHSA
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📜 Description

  • Answer participant and client questions about eligibility, benefits, claims, and plan details.
  • Respond to inbound calls and emails with professionalism, empathy, and clarity.
  • Record customer interactions accurately in the call tracking system.
  • Use multiple systems and tools to assist customers and explain processes clearly.
  • Protect confidential information in accordance with HIPAA standards.
  • Educate members about self-service options and contribute to a collaborative team environment.

🛠️ Requirements

  • High school diploma or equivalent required
  • 1-2 years of customer service experience, preferably within benefits administration, healthcare, insurance, or a related field
  • Experience with consumer-directed benefits (FSA, HRA, HSA, DCA) strongly preferred
  • Strong written and verbal communication skills with the ability to communicate complex benefit information clearly and effectively
  • Experience with Alegeus (Wealthcare), Eldorado, or similar benefit administration platform preferred
  • Familiarity with CSIpack preferred (training provided)
  • Experience working in a CRM or Ticketing platform such as Zendesk
  • Proficient in Microsoft Office (Outlook, Excel) and Adobe Reader
  • Demonstrate the ability to exercise accountability, teamwork, trust, innovation, and a commitment to delivering value in interactions with members, clients, and coworkers
  • Ability to educate members on available self-service options, including the member portal, when applicable

✨ Benefits

  • Comprehensive medical
  • Dental
  • Vision
  • Life insurance coverage
  • 401(k) retirement plan with employer match
  • Health Savings Account (HSA) & Flexible Spending Accounts (FSAs)
  • Paid time off (PTO) and disability leave
  • Employee Assistance Program (EAP)
Full job description

Point C is a National third-party administrator (TPA) with local market presence that delivers customized self-funded benefit programs. Our commitment and partnership means thinking beyond the typical solutions in the market – to do more for clients – and take them beyond the standard “Point A to Point B.” We have researched the most effective cost containment strategies and are driving down the cost of plans with innovative solutions such as, network and payment integrity, pharmacy benefits and care management. There are many companies with a mission. We are a mission with a company.

Point C is seeking a customer-focused and detail-oriented Customer Service Representative to support participants and clients with Flex Benefit plans (FSA, HSA, HRA, DCA). This individual will serve as a key point of contact, delivering timely and accurate service via phone and email while ensuring compliance with internal policies and HIPAA guidelines. The ideal candidate is an effective communicator with a strong understanding of healthcare benefits and a commitment to providing an exceptional customer experience.

Primary Responsibilities:

  • Provide support to participants and clients regarding eligibility, benefits, claims, and general plan inquiries
  • Respond to inbound calls and emails with professionalism, empathy, and clarity
  • Document all customer interactions accurately in the call tracking system
  • Navigate and utilize multiple systems and tools to assist customers
  • Translate internal processes into clear, understandable information
  • Maintain confidentiality in accordance with HIPAA standards
  • Contribute to a positive, team-oriented environment

Qualifications:

  • High school diploma or equivalent required
  • 1-2 years of customer service experience, preferably within benefits administration, healthcare, insurance, or a related field
  • Experience with consumer-directed benefits (FSA, HRA, HSA, DCA) strongly preferred
  • Strong written and verbal communication skills with the ability to communicate complex benefit information clearly and effectively
  • Experience with Alegeus (Wealthcare), Eldorado, or similar benefit administration platform preferred
  • Familiarity with CSIpack preferred (training provided)
  • Experience working in a CRM or Ticketing platform such as Zendesk
  • Proficient in Microsoft Office (Outlook, Excel) and Adobe Reader
  • Demonstrate the ability to exercise accountability, teamwork, trust, innovation, and a commitment to delivering value in interactions with members, clients, and coworkers
  • Ability to educate members on available self-service options, including the member portal, when applicable
  • Ability to manage multiple priorities while maintaining accuracy, professionalism, and service-level expectations
  • Strong attention to detail and organizational skills
  • Ability to multitask in a fast-paced, remote environment

Individual compensation will be commensurate with the candidate's experience and qualifications. Certain roles may be eligible for additional compensation, including bonuses, and merit increases. Additionally, certain roles have the opportunity to receive sales commissions that are based on the terms of the sales commission plan applicable to the role.

Pay Transparency
$35,000-$40,000 USD
Benefits:
  • Comprehensive medical, dental, vision, and life insurance coverage
  • 401(k) retirement plan with employer match
  • Health Savings Account (HSA) & Flexible Spending Accounts (FSAs)
  • Paid time off (PTO) and disability leave
  • Employee Assistance Program (EAP)

Equal Employment Opportunity: At Point C Health, we know we are better together. We value, respect, and protect the uniqueness each of us brings. Innovation flourishes by including all voices and makes our business—and our society—stronger. Point C Health is an equal opportunity employer and we are committed to providing equal opportunity in all of our employment practices, including selection, hiring, performance management, promotion, transfer, compensation, benefits, education, training, social, and recreational activities to all persons regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, genetic information, pregnancy, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, and military and veteran status, or any other protected status protected by local, state or federal law.

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