Account Service Representative
Account Service Representative
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Job Description
Job Title: Account Service Representative
Location: Temecula CA
Pay: $18/hour Benefits
About Acrisure
Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters including Insurance Reinsurance Cyber Services Mortgage Origination and more.
Acrisure employs over 17000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation client centricity and an indomitable will to win.
About The Advantage Group:
The Advantage Group is a leading thirdparty administrator (TPA) specializing in COBRA administration and consumerdirected healthcare (CDH) benefits including Health Reimbursement Arrangements (HRA) Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA). We take pride in delivering exceptional service to our clients ensuring smooth benefits administration and compliance.
We are seeking a dedicated and detailoriented Account Service Representative to join our team. This role is ideal for a customerfocused professional who enjoys problemsolving working with benefits administration and providing excellent client support.
Job Summary:
As an Account Service Representative you will be responsible for servicing and supporting clients who offer HRA HSA and FSA benefits to their employees. Your primary duties include answering client inquiries troubleshooting account issues processing benefitsrelated transactions and ensuring compliance with regulatory guidelines.
This role requires strong communication skills attention to detail and the ability to handle multiple tasks efficiently. You will interact with employers brokers and participants to ensure a seamless experience with our services.
Key Responsibilities:
Client & Participant Support
Serve as the primary point of contact for employer groups brokers and participants regarding HRA HSA and FSA benefits.
Provide timely and professional customer service via phone and email.
Educate clients on benefit plan rules IRS regulations and eligibility requirements.
Assist participants with claims reimbursements and account transactions.
Account Management & Processing
Process enrollments contributions and reimbursement claims in compliance with plan guidelines.
Assist employers in setting up and managing their benefit accounts.
Ensure accuracy of account balances transactions and reporting.
Troubleshoot issues related to debit card transactions account funding and claims processing.
Compliance & Documentation
Stay up to date on IRS regulations and industry best practices related to pretax benefit accounts.
Ensure all transactions and account activities comply with HIPAA ERISA and IRS guidelines.
Maintain accurate and confidential client and participant records.
Internal Collaboration & Process Improvement
Work closely with internal teams to resolve client concerns and improve service delivery.
Assist in onboarding new clients and training employers on using our platform.
Identify and suggest efficiency improvements in account servicing processes.
Qualifications & Skills:
Customer Service Experience 1 year in a call center benefits administration TPA healthcare or financial services role preferred.
Benefits Knowledge Familiarity with HRA HSA and FSA plans is a plus (training provided).
Attention to Detail Strong ability to manage data accuracy compliance and transaction processing.
ProblemSolving Skills Ability to analyze client issues troubleshoot and provide solutions.
Communication Skills Excellent verbal and written communication for professional client interactions.
Technical Proficiency Comfortable using CRM systems benefits software and Microsoft Office (Excel Outlook Word).
Team Player Ability to collaborate with internal teams and work in a fastpaced environment.
Compensation & Benefits:
Starting Pay: $18/hour
FullTime Position with Growth Opportunities
Comprehensive Benefits Package including:
Medical Dental Vision
ShortTerm & LongTerm Disability (STD/LTD)
401(k) with Employer Matching
Paid Time Off (PTO) & Holidays
Why Join The Advantage Group
Supportive Team Environment We believe in collaboration and helping each other succeed.
Industry Training & Career Growth We provide onthejob training and opportunities for advancement.
Work with a Purpose Help clients and participants navigate their benefits with confidence.
#LINK1
Pay Details:
Hourly: $17 $18Acrisure is committed to employing a diverse workforce. All applicants will be considered foremploymentwithout attention to race color religion age sex sexual orientation gender identity national origin veteran or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at is equally committed to supporting social issues. In 2021 the Company cofounded Evolution Advisors a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minorityowned enterprises. In its home of Grand Rapids Acrisure provided $15 million to create the Acrisure Center for Innovation in Childrens Health at Helen DeVos Childrens Hospital.
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisures property and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisures Human Resources Talent Department.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
