Client Success Specialist Team 1 Lead
- Direct client contact for book of business containing 384 employers with 5 to 500 participants each from New York through New England and U.K
- Leader of 4 person team specializing in Section 125 and COBRA
- Hosted and scheduled on-boarding calls
- Remained top team for ticket solves and client issue resolutions
- Proactively identified and solved complex problems
- Created and distributed open enrollment information HRA, FSA, HSA, COBRA within deadline
- Scheduled and completed reminder communications to clients and brokers
- Set billing for all clients in book
- Worked with Compliance team on NDT testing
- Cultivated and maintained good rapport with various departmental teams
Implementation Specialist
- Built section 125 plans and COBRA Client portals via sales teams new client application submissions
- Major role in successful and positive renewal seasons
- Worked directly with sales team and clients to ensure accuracy and understanding of Section 125 and COBRA plans
- Enrolled participants both manually and through EDI files
- Performed participant and client account audits
- Supported Team Leaders with operational improvements
- Investigated and corrected plan and portal errors
- Consulted with Healthcare providers and brokers to find resolutions
- Adjusted accounts due to changing laws
- MS Office, SalesForce, Alegeus and COBRApoint proficient
- Assisted with transfer of information from Zendesk to SalesForce
Customer Service Representative
- Answered up to 60 inbound participant calls
- Health Reimbursement Account and Flex Spending Account claim reimbursement processing and denial review
- Resolved participant and client queries via phone and email
- Trained 6 new hires
- HIPAA certified
- Expert in Section 125 plans