Allegiance Benefit Plan Mgmt.
  • 11-Sep-2017 to 10-Nov-2017 (MST)
  • Tualatin, OR, USA
  • Part Time



:     Flexible Benefits Missoula Marketing Rep     LOCATION: Tualatin                          FLSA STATUS:  Non-Exempt


The Flexible Benefits Department Marketing Assistant performs technical and clerical duties as they relate to the implementation, enrollment and maintenance of flexible benefit plans and assist with providing service to flex clients. This position is a part-time and will be 30 hours per week.

 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. Learn and keep current on IRS regulations governing flex plans including Code Sections 105, 125 and 132.
  2. Answers telephone calls from prospective and current clients regarding the administration of flexible benefit plans.
  3. Prepares employee packets for flex participants.
  4. Works closely with flexible benefits department staff to coordinate customer groups' re-enrollments.
  5. Notifies clients of IRS reporting requirements and tracks responsibility for such reporting.
  6. Supplies checklists and enrollment materials to brokers as needed.
  7. Interacts with supervisors and flex staff to provide a free exchange of ideas and information.
  8. Serves as account manager for assigned set of clients.
  9. Assists with preparation of 5500 reports for all flexible benefits groups.
  10. Assists with discrimination testing.
  11. Develops and assists with updating of flex marketing materials.
  12. Assists with quarterly flex newsletter.
  13. Represents the company and communicates our flexible benefit plan services at benefit fairs.
  14. Contributes to the daily workflow with regular and punctual attendance.


  1. Performs related or other assigned duties as required or directed.
  2. Claims Processing.
  3. Special Projects as assigned.




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, Excel and Word.  Must be able to adapt to software changes as they occur.

     Ability to learn flexible spending account regulations as defined in Sections 105, 125 and 132 of the Internal Revenue Code.

     Strong mathematical skills.

     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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