PSA-Membership Representative I
PacificSource

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PacificSource is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, or other protected status, such as race, religion, color, national origin, sex, sexual orientation, gender identity or age.

Diversity and Inclusion: PacificSource values the diversity of the people we hire and serve. We are committed to creating a diverse environment and fostering a workplace in which individual differences are appreciated, respected and responded to in ways that fully develop and utilize each person's talents and strengths.

Maintain consumer enrollments for Flexible Spending Accounts (FSA), Health Reimbursement Arrangements (HRA) and Transportation Fringe Benefits (TFB) plans for clients. Provide customer support to clients, agents, carriers and PacificSource staff. This includes plan administration, regulatory compliance and invoicing assistance.

Essential Responsibilities:

• Process incoming forms, files and other notification requests using client plan documents and other guidelines. Research and resolve any questions or missing information by communicating with designated contacts. This includes: enrollment for current and retroactive elections; change requests for demographics, elections and dependents; notice of termination of employment or COBRA continuation. Assist with calculation of consumer elections and fee balances.
• Process and reconcile payments received daily. Review invoice backup documentation received from client and record adjustments as applicable.
• Work with clients via designated payroll contact, agent, broker, and/or PSA Client Service Rep to collect unpaid amounts for past due invoices. Provide necessary invoice copies, account summaries and/or reports to support payment requests.
• Process and maintain duty roster tasks on a rotating schedule. This includes: maintaining the team's shared email queue, uploading emails and documents to internal document storage database, log payments, and provide support to co-workers.
• Clear communication: Accurately interpret plan regulations using applicable publications from IRS and/ or other governmental entities as well as internal and external legal and compliance resources. Clearly communicate plan regulations to appropriate internal and external contacts.
• Provide support via phone queue and shared e-mail queue in response to questions from clients, agents and PacificSource staff.
• Electronic record analysis and maintenance. Maintain a high level of accuracy in all areas of work including: data entry in multiple databases and software platform(s).
• Ability to work independently on assigned tasks; demonstrate ability to prioritize tasks; exhibit high level of efficiency and attention to detail.
• Participate in team meetings, interact and collaborate with peers and leadership team in a respectful manner.

Supporting Responsibilities:

• Continuous contact with department staff and frequent contact with other personnel. Daily contact with external customers.
• Participate in department meetings and training; take advantage of opportunities to increase knowledge and skills.
• Follow the PacificSource privacy policy and HIPAA laws and regulations concerning confidentiality and security of protected health information.
• Meet department and company performance and attendance expectations.
• Perform other duties as assigned.

SUCCESS PROFILE

Work Experience: Minimum of one year of basic accounting or financial transactions experience required.

equivalent required.

Knowledge: Basic accounting skills/experience required. Ability to prioritize work and meet department metrics and timelines. Advanced computer skills, ability to type using a standard keyboard and operate a 10-key pad by touch.

Competencies:

Adaptability

Building Customer Loyalty

Building Strategic Work Relationships

Building Trust

Continuous Improvement

Contributing to Team Success

Planning and Organizing

Work Standards

Environment: Work inside in a general office setting with ergonomically configured equipment. Travel is required approximately less than 5% of the time.

Skills:
Accountability, Collaboration, Communication (written/verbal), Flexibility, Group Problem Solving, Listening (active), Organizational skills/Planning and Organization, Teamwork

Our Values

We live and breathe our values. In fact, our culture is driven by these seven core values which guide us in how we do business:

• We are committed to doing the right thing.
• We are one team working toward a common goal.
• We are each responsible for customer service.
• We practice open communication at all levels of the company to foster individual, team and company growth.
• We actively participate in efforts to improve our many communities-internally and externally.
• We actively work to advance social justice, equity, diversity and inclusion in our workplace, the healthcare system and community.
• We encourage creativity, innovation, and the pursuit of excellence.

Physical Requirements: Stoop and bend. Sit and/or stand for extended periods of time while performing core job functions. Repetitive motions to include typing, sorting and filing. Light lifting and carrying of files and business materials. Ability to read and comprehend both written and spoken English. Communicate clearly and effectively.

Disclaimer: This job description indicates the general nature and level of work performed by employees within this position and is subject to change. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications required of employees assigned to this position. Employment remains AT-WILL at all times.

This job has expired.