Allegiance Benefit Plan Mgmt.
  • 11-Aug-2017 to 30-Nov-2017 (MST)
  • MT, USA
  • Full Time

The Flexible Benefit Customer Service Representative answers telephone inquiries from plan participants and client contacts regarding Flexible Benefit claims (Unreimbursed Medical, Dependent Care, Transportation, HRA and debit card) in accordance with the regulations defined in section 125 of the of the Internal Revenue Code.

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 from plan participants and group contacts pertaining to Flex claim inquiries.
2. Provides clear and accurate responses to requests for information.
3. Documents all calls taken in the LuminX Chronolog system under the participant or the employer chronolog record.
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 flex 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.

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 flex claims processing software program and adapt to software changes as they occur.
• Ability to learn flexible spending 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 clients.
• 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 decisions.
• 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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