Client Service Representative I

Our not-so-secret sauce.

Award winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drives our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a TPA Client Service Representative I at Marsh Agency.

Marsh Agency provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH).

A day in the life.

As our TPA Client Service Representative I on the Marsh Agency Flex Team, you’ll 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 related 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.

The shift for this position is 11am - 8pm Eastern Time Zone. Colleagues are offered earlier shifts by seniority and availability.

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.

• Take ownership and accountability to address and resolve client questions and issues, working toward a first call, first email or letter resolution, whenever possible.
• Identify any coverage gaps and offer client solutions. Maintain proper documentation on coverage, eligibility and exceptions.
• Document customer contact completely within client management system.
• Ensure all business results (quality, production, and time service) meet standards.
• Maintain daily client management functions in system applications, as required.
• 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.
• Teach clients plan specifics, the use of online tools and provide information to assist them in the future.
• Support overall revenue and retention goals.
• Other responsibilities as assigned.

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

• High School diploma or equivalent work experience
• Strong organizational skills
• Strong communication and interpersonal skills (written and verbal)
• Act with responsiveness, urgency and professionalism in all matters
• Able to utilize Office Suite applications (Word, Excel, Outlook) and Adobe

These additional qualifications are a plus, but not required to apply:

• Flexible Benefits experience
• Flexible Benefits administration experience

We know there are excellent candidates who might not check all these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are:

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid Work
• Charitable contribution match programs
• Stock purchase opportunities

To view additional career opportunities, visit Marsh Agency Careers

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Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.