Client Services Analyst (CSA)

WEX•North Carolina - Remote Office, NC

1d•$22 - $25

About The Position

The Client Services Analyst (CSA) works daily analyzing electronic client files to maintain the accuracy of all enrollments, terminations, and system data. This role is crucial for ensuring the integrity of client information within the system.

Requirements

Proficient in Microsoft Excel
Health and Wellness Benefit Administration

Nice To Haves

Bachelor's Degree preferred

Responsibilities

Analyze electronic files including client imports, carrier exports, carrier discrepancy reports, payroll exports, and deduction files.
Post and analyze imported and exported files.
Follow processing procedures and schedule to complete daily tasks.
Complete all processes, including Audits & Discrepancy Reports, timely and resolve them in the project tracking tool.
Respond to and complete call center escalations timely (urgent updates).
Complete review of premium reconciliation for all applicable clients.
Complete Dependent Age Outs and Evidence of Insurability Approvals if assigned to a client.
Respond to the project management tool on any open items.
Regularly analyze internal system data and correct any errors or discrepancies found.
Process payroll exports with accuracy and in a timely manner.
Communicate directly with insurance carriers to make updates and keep eligibility in sync.
Address client service questions/issues and follow up with correct answers to the client, participant, or team.
Troubleshoot errors on files, and enroll/terminate participant eligibility at each carrier.
Interface professionally with clients and carriers via phone and email.
Document and update client processing procedures and documentation.
Assist with Annual Enrollment testing as necessary.
Review Audit results and correct any accounts identified by the audits.
Identify issues and communicate/escalate to the appropriate party.
Perform additional tasks as assigned when supporting the delivery of administrative services.