Allegiance Benefit Plan Mgmt.
  • 09-Feb-2021 to Until Filled (MST)
  • Missoula, MT, USA
  • $14.57
  • Hourly
  • Full Time

Full Benefit Package

Do you want a career where you can make a difference? Allegiance is a growing company with hometown values that is looking for dynamic candidates to join the team! A positive, team-oriented environment is provided with opportunities for advancement.

Allegiance offers full-time positions with evenings, weekends, and holidays off and a multi-faceted benefits package.

We pride ourselves in having a reputation for top-notch customer service. Make a difference. Start your career with Allegiance today!

REPORTS TO: Reimbursement Accounts Customer Service Supervisor LOCATION: Missoula FLSA STATUS: Non-Exempt
The Reimbursement Accounts Customer Service Representative answers telephone and e-mail inquiries from
plan participants and client contacts
regarding Reimbursement Account claims (Medical, Dependent Care,
Parking, Health Savings Account, Health Reimbursement Account and debit card) in
accordance with the regulations defined in the Internal Revenue Code and the group plan document.
The incumbent is expected to communicate professionally with peers, supervisors, subordinates, vendors, customers, and
the public, and to be respectful and courteous in the conduct of this position.
Essential job functions include the following. Other functions may be assigned as business conditions change.
1. Answers telephone calls and e-mail inquiries from plan participants and group contacts pertaining to the reimbursement claim
2. Provides clear and accurate responses to requests for information.
3. Documents all calls taken in the WEX Health Cloud Administrator Portal.
4. Returns messages left in designated voice mailboxes in accordance with company standards.
5. Assists with miscellaneous daily projects as assigned by department supervisor or senior reimbursement accounts customer
service representatives.
6. Logs faxed claims.
7. Meets or exceeds company standards for production and quality.
8. Contributes to maintaining company standard on average speed of answer and first call resolution.
9. Contributes to the daily workflow with regular and punctual attendance.
1. Performs related or other assigned duties as required or directed.
Physical requirements are representative of those that must be met to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Sitting 90% Reaching Some
Standing 5% Manual Dexterity Medium
Walking 5% Telephone Yes
Kneeling Some Computer Screen High (visual acuity corrected to 20/30)
Bending Some Lifting up to 40 lbs.

Allegiance Benefit Plan Management, Inc. Page 2
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below
are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Minimum Education: High school graduation or GED required.
Certification(s) Required: None.
Minimum Experience: Experience with computers and customer service required.
Other Qualifications:
Excellent oral and written communication skills required.
PC skills, including Windows and Word. Must be able to adapt to software changes as they occur.
Typing ability of 45 wpm net.
Excellent oral and written communication skills required.
Ability to learn all functions of the reimbursement claims processing software program and adapt to software changes as they
Ability to learn reimbursement account regulations as defined in Section 125 of the Internal Revenue Code.
Strong mathematical skills.
Ability to take and pass Customer Service classes through one of the educational programs that is offered (LOMA, ICA, AHIP).
Ability to enter data with accuracy and precision.
High level of interpersonal skills to work effectively with others.
Ability to organize and recall large amounts of information including interactions with employees, agents, plan participants and
Ability to read, analyze and interpret benefit summary plan descriptions, insurance documents and regulations.
Ability to project a professional image and positive attitude in any work environment.
Ability to comply with privacy and confidentiality standards.
Ability to analyze and solve problems with professionalism and patience, and to exercise good judgment when making
Ability to operate typical office equipment.
Working knowledge of general office procedures.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel as classified.

Allegiance Benefit Plan Mgmt.
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