Implementation Specialist - Reimbursement Accounts

Description

The Implementation Specialist is responsible for onboarding new clients and performing all plan implementation tasks and initial plan administration duties of reimbursement account programs such as Sections 125, 129, 132, 105h, HSA and Wellness plans.

Key Responsibilities:

• Coordinate plan implementation tasks to ensure software parameters are set in accordance with the client’s Plan Installation Questionnaire and plan documents.
• Assists clients, participants, brokers and vendors with understanding and interpreting plan regulations and guidelines.
• Responsible for providing excellent customer service by responding to emails, and voicemails within P&A's established standards.
• Perform all necessary IRS required discrimination testing for initial plan year and communicate results and required actions to client within seven days of completion
• Assist the accounting department on the collection of any outstanding payments, auditing and reconciliation of funds received
• Perform day to day plan administration for plans from 30-120 days after implementation.

Requirements

• High School Diploma or Equivalent
• 3-6 years of experience in an administrative/clerical environment; 1-2 years of service in a Customer Service role plus 2-3 year of service as a Flex Administrators is preferred
• Must know and understand all relative job duties of both a Flex Account Manager and Implementation Assistant
• Position incumbent is required to understand all functional areas of Flex, Commuter, HRA, MERP and HSA plans and use considerable judgement on a continuous basis in providing solutions to problems related to implementation and administration of those plans
• Strong Microsoft Office Skills - Excel and Word
• Proven ability to understand and thrive in an exception based work environment, including recognizing, and researching complex processing exceptions
• Excellent problem-solving skills with high attention to detail
• Solid oral and written communication skills
• Comfortable working in a results driven team environment
• Self-starter with the ability to work independently in a fast-paced environment with critical deadlines
• Strong attention to detail, ability to prioritize and use time management skills and ability to work independently with critical deadlines.

Equal Opportunity Employer