About The Position

Ascensus is seeking client-focused talent with a strong service orientation for a temporary Call Center Representative position. This role is responsible for customer service and processing for account-based employee benefit plans, including Flexible Spending Accounts (FSA), 529 Educational Savings accounts, Qualified Plan Retirement accounts, and State Sponsored Retirement Program accounts. Associates will handle inquiries from participants, financial advisors, and plan administrators, providing high-quality service via phone, email, or chat. The position requires excellent customer service skills, adherence to plan provisions and regulations, and the ability to process financial and non-financial transactions accurately and timely. Movement between service center roles may occur to support business needs, with training provided for new products. Reasonable accommodations are available for individuals with disabilities.

Requirements

  • Bilingual in English and Spanish required.
  • High school diploma or GED, and further applicable education or equivalent experience.
  • Ability and proficiency with Microsoft Office and Excel applications, and claims processing or benefit card systems.
  • Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link.
  • Computer proficiency is required
  • Excellent listening, verbal and written skills
  • Detail oriented, flexible, and self-motivated

Nice To Haves

  • 1+ years of call center or customer service experience preferred

Responsibilities

  • Examine, review, process, calculate and pay claims based on information, plan design, insurance filings, documentation and reports.
  • Administer payments based on plan information and documentation, in a timely manner.
  • Respond to all account owners and participant phone inquiries and requests in a timely and accurate manner.
  • Meet department and individual service levels and quality goals and support department business objectives.
  • Proactively engage participants, anticipate their needs, offer assistance and solutions.
  • Process financial and non-financial transactions timely and accurate.
  • Demonstrate flexibility and team-orientation.
  • Comply with plan document provisions, regulations, guidelines and company procedures.
  • Maintain confidentiality and keep department, client and participant HIPAA compliant.
  • Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.

Benefits

  • Professional Development with in-house training and tuition reimbursement
  • Generous reward programs
  • Paid time off
  • Medical, dental & vision benefits
  • Health Savings Account with employer contribution up to $1,100
  • 401(k) & 529 college savings match programs
  • Volunteer and charitable-giving programs
  • Business casual dress
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