What are the responsibilities and job description for the Operations Specialist position at WEX, Inc.?
Operations Specialist
Job Summary:
An Operations Specialist is responsible for processing/reconciling contributions and plan setup/closing of Flexible Savings Accounts, Health Reimbursement Arrangements and Health Savings Accounts. This role is also responsible for processing enrollment files and assisting with maintaining employer and consumer accounts.
Responsibilities:
- Create, update and maintain employer plans
- Meet Service Level Agreements for completing setup of Employer plans
- Review setup of plans with a high degree of accuracy
- Process plan changes
- Complete plan year closings
- Process requests for consumer accounts per forms or internal service requests
- Process closures of accounts
- Post contribution checks to accounts
- Issue distributions and transfer requests per consumer's direction
- Review Identify Verification Failures
- Review submitted documentation for account verification if Health Savings Accounts
- Remove funds per partner guidelines for past due accounts
- Work internal service requests for accounts
- Work through various tasks in OnBase queues
- Work through tasks in OnBase double check queues
- Monitor team mailbox
- Perform research on transactions for partners
- Review current process for improvement opportunities
- Work with the Service Teams to develop new procedures
- Document and train team on new procedures
- Communicate changes to the various Service Center teams
- Other duties as assigned
Qualifications
- Computer proficiency required
- Excellent written, oral, and interpersonal communications skills
- Ability to work in a fast-paced professional environment
- Detail oriented with excellent analytical, and investigative skills
- Benefit experience preferred
Equal Opportunity Employer/Vets/Disability
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