Client Services Specialist
Navia Mexico
This job is no longer accepting applications
See open jobs at Navia Mexico.See open jobs similar to "Client Services Specialist" TA Associates.Customer Service
Dallas, TX, USA
Posted on Monday, September 9, 2024
This position pays $21.63/Hr-$24/Hr
About the CompanyNavia is a national, consumer-directed benefits provider serving 10,000+ employers across all 50 states. The company provides comprehensive health, finance, lifestyle, and compliance solutions to employers and consumers. We take pride in offering industry-leading customer service, communications, and technology.
Founded in 1989, Navia began as Flex-Plan Services, and over the years has grown into one of the nation’s premier benefit providers. Navia offers FSA, HSA, HRA, Commuter, Lifestyle, 401K, Benefit Administration, Education, COBRA, and much more.
Position Summary
The Client Services Specialist will be expected to provide a professional image while creating and maintaining positive relationships with clients and their brokers. The CSS will serve as a liaison between customer contacts and the day-to-day operations of the account.
Essential Functions
Reviewing RA OE files
Running of first files after file vendor change
Manage/update payroll and server notes (client data)
Manage Client changes and updating appropriate spreadsheets (file, bank, address, contact changes, OE)
Managing New Client Checklist
Managing client access for on-boarding and terminating clients
Attend Company and departmental meetings and training sessions by request of Management Team
Complete projects/assignments by request of Management Team
Help team to meet all goals/tolerances on quarterly/annual basis
Requirements
About the CompanyNavia is a national, consumer-directed benefits provider serving 10,000+ employers across all 50 states. The company provides comprehensive health, finance, lifestyle, and compliance solutions to employers and consumers. We take pride in offering industry-leading customer service, communications, and technology.
Founded in 1989, Navia began as Flex-Plan Services, and over the years has grown into one of the nation’s premier benefit providers. Navia offers FSA, HSA, HRA, Commuter, Lifestyle, 401K, Benefit Administration, Education, COBRA, and much more.
Position Summary
The Client Services Specialist will be expected to provide a professional image while creating and maintaining positive relationships with clients and their brokers. The CSS will serve as a liaison between customer contacts and the day-to-day operations of the account.
Essential Functions
- 2 -4-hour client response and internal response (phone and email)
- 2–4-hour response to CA tickets Complete responses to DISC questions from the client
- Verify reporting is completed, posted, and accurate for assigned clients. (Alegeus, TSP, COBRA)
- Manage HSA reporting (pending members, funding) Benefit Fairs/Client Meetings/Webex training/Scheduled client calls
- MBI/VAX Balance concerns
- PRDI Management
- Managing COBRA and RA renewal process
- Creating OE letters when needed for COBRA
Reviewing RA OE files
Running of first files after file vendor change
Manage/update payroll and server notes (client data)
Manage Client changes and updating appropriate spreadsheets (file, bank, address, contact changes, OE)
Managing New Client Checklist
Managing client access for on-boarding and terminating clients
Attend Company and departmental meetings and training sessions by request of Management Team
Complete projects/assignments by request of Management Team
Help team to meet all goals/tolerances on quarterly/annual basis
Requirements
- Strong verbal and written communication in the English language
- Strong organizational / time management skills Strong general office skills
- Must take initiative in jobs performed; seek solutions and answers to problems
- Flexibility Benefits experience a must Strong TSP program computer skills
- All conditions of prerequisites met Basic computer skills (experience in Word Processing & Excel programs)
- Education level: College degree or equivalent experience
This job is no longer accepting applications
See open jobs at Navia Mexico.See open jobs similar to "Client Services Specialist" TA Associates.