Employee Benefits - Client Service Specialist

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Job Grade:

H01

Please review the following job description:

Provide responsive service for information inquiries and claims process for Flexible Spending Accounts, Health Reimbursement Arrangements, Transportation Spending Accounts and Health Saving Account (HSA) Plan or COBRA Clients as appropriate. Determine coverage and pay out based on IRS guidelines. Educate plan participants verbally and via written correspondence on clients' plan specifics. Research and resolve issues as it relates to benefits. Build and maintain rapport with clients. Work collegially as a supportive member of the production team for the benefit of the clients and internal partners. Maintain open, effective communication and timely follow-up.

ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Take ownership and accountability to address and resolve client questions and issues, working toward a first call, first email or letter resolution, whenever possible.
2. Identify any coverage gaps and offer client solutions. Maintain proper documentation on coverages, eligibility and exceptions.
3. Document customer contact completely within client management system.
4. Ensure all business results (quality, production, and time service) meet standards.
5. Maintain daily client management functions in system applications, as required.
6. Keep abreast of system functionality, industry related regulations as it pertains to Health Insurance Portability and Accountability Act (HIPAA)), §125, §132, HSAs and COBRA as appropriate.
7. Teach clients plan specifics, the use of online tools and provide information to assist them in the future.
8. Support overall MEBS revenue and retention goals.
9. Other responsibilities as assigned.

QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. High School diploma or equivalent work experience
2. Strong organizational skills
3. Strong communication and interpersonal skills (written and verbal)
4. Maintain an enthusiastic, positive attitude at all times
5. Able to utilize Office Suite applications (Word, Excel, Outlook) and Adobe

Preferred Qualifications:
1. Advanced degree
2. Certification in field of endeavor
3. Call Center experience as appropriate
4. Benefits experience as appropriate

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.