Customer Service Representative (Level III)

Health Benefits Solutions serves consumers with Health Savings Accounts offered as part of employer sponsored benefit plans. Provides consumers with clear information on their accounts and guides them through various inquiries, including, but not limited to filing a claim, ordering debit cards, password resets, suspending lost/stolen cards, and locating statements.

• Provide clients and/or internal partners with clear, complete, and accurate responses to their questions and inquiries at point of call
• Deliver quality service by providing effective and efficient operations support for the assigned area's internal business partners and/or external customers and potential clients
• Manage risk by accurately authenticating clients, fully adhering to policy / procedures and proactively identifying and escalating potential risk
• Navigate through multiple applications and tools to understand policy / procedures, gain clarity on various products / services and research, and resolve issues with client accounts
• Display passion, commitment and deliver an experience that improves our customers’ financial lives