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Health & Welfare Claims Specialist in PA, Philadelphia at CBIZ

Date Posted: 4/6/2019

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the recipient of several national recognitions, including 2018 America's Best Mid-Size Employers by Forbes, 2018 Best Workplaces in Consulting & Professional Services by Great Place to Work® and FORTUNE, 2018 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence, and one of the Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources.   CBIZ Retirement Plan Services (CBIZ RPS) is the largest Investment Advisor in the Cleveland, OH area and provides institutional consulting solutions to corporations, public entities, and non-profit organizations.  We primarily consult with companies on their 401(k), 403(b), or defined benefit pension plans, specializing in investment management, investment consulting, as well as compliance and design.  In total, CBIZ RPS consults on approximately $13 billion in assets, and our clients range from large multinational publicly-traded companies to small businesses.  

Essential Functions & Primary Duties

  • Process HSA, QME, and flexible spending claims in accordance with IRS rules and regulations and also in accordance with the terms and conditions of the plan
  • Handle participant inquiries regarding claims and spending rules and regulations
  • Audit participant records to assure proper administration of flexing spending, HSA, and QME accounts
  • Process and run participant payments along with a detailed spending report
  • Mail or process direct deposit weekly HSA and flexible spending payments to participants in a timely manner in accordance with the clients’ agreements
  • Set up direct deposit accounts
  • Attend meetings regarding claims processing procedures
  • Proactive and responsive resolution of client issues in a quick, friendly and efficient manner
  • Create and furnish monthly reports as requested from time to time
  • Support Service Center staff and advise them of the ongoing status of client issues via emails and case updates
  • Other tasks and duties as assigned

Minimum Qualifications

  • BA/BS Degree preferred or minimum of 3+ years of work experience (Medical, Dependent Care, Parking, Transit, HRA and HSA claims processing preferred)
  • Project positive, professional attitude with excellent interpersonal, verbal and written communication skills
  • Works independently and with minimal supervision
  • Self-starter willing to take initiative to help organize and improve operations
  • Able to prioritize and manage multiple competing responsibilities
  • Show initiative including anticipating needs, suggesting improvements, and follow-up on work items
  • Proficient in Windows and Microsoft programs with excellent navigational skills
  • Detail-oriented with organizational skills
  • Will be trusted to secure and maintain confidential information

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