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 pre-tax 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.
Education and Experience:
1+ years in call center, benefits administration, TPA, healthcare, or financial services role highly preferred.
Active Health and Life Insurance License or ability to obtain one within 60 days of hire date.
Strong knowledge of Microsoft Office products.
Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.
Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form.
Applied Systems / EPIC experience a plus.
#LI-LS1
Pay Details:
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
Why Join Us:
At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.
Employee Benefits
We also offer our employees a comprehensive suite of benefits and perks, including:
Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discou
Benefits
Health insuranceDental insuranceVision insurance401(k)Flexible scheduleEquity / stock options
Additional Information
Job Description
About Acrisure:
A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services - and more.
In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.
Job Summary:
The primary role of the Service Representative is to support the day-to-day service and administrative needs of clients within our Health Insurance Fund (Fund) division. This entry-level position assists the account management team in delivering high-quality service, helping with client communications, data entry, document preparation, and other administrative tasks. The Account Representative works closely with senior team members to learn how to manage client relationships and contribute to the overall success of the Acrisure NJ Platform accounts by supporting the delivery of our products, services, and solutions.
Acrisure · 111 S Wood Ave, Ste 400 & 430 - Iselin, NJ