Account Services Specialist

Responsibilities

• Work in a team and serve as a knowledgeable contact for the day‑to‑day needs of our clients through phone, email, and system tools.
• Participate in ongoing learning and development opportunities.
• Collaborate with a variety of departments to ensure a positive customer experience by sharing knowledge, proposing ideas, and implementing solutions for creating efficiencies and improving processes.
• Focus on deepening client relationships with an emphasis on client retention.
• Attend regularly scheduled one‑on‑one meetings with your direct supervisor for professional development and goal setting.
• Diagnose and de‑escalate client escalations and possess excellent conflict resolution skills.
• Identify trends to improve client resolution experience.
• Formally document all communications with client/consultant in company systems to ensure availability of client information for continuity of client history.
• Attend team and other necessary meetings to remain current on client initiatives, internal processes, and operations that may affect client accounts or the client experience.
• Thrive and excel in a fast‑paced setting while maintaining focus on complex tasks requiring strong analytical skills.
• Organize and prioritize workload in regard to competing priorities.
• Accountable to both team and individual metrics and expectations.
• Demonstrate WEX Core Values daily.
• Adhere to security policies.
• Ensure privacy according to HIPAA guidelines.
• Maintain knowledge in function area(s) related to Benefits/COBRA and system functionality.
• Maintain expected quality and performance metrics.
• Complete any additional tasks as assigned.

• Telecommute eligible.

Health, dental and vision insurance; retirement savings plan; paid time off; health savings account; flexible spending accounts; life insurance; disability insurance; tuition reimbursement; and more.

Pay Range: $20.90 - $24.80 per hour. Base pay is one component of WEX's total compensation package.

WEX is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration regardless of sex, race, color, age, national origin, religion, sexual orientation, gender identity, protected veteran status, disability or other protected status. Qualified individuals with a disability have the right to request a reasonable accommodation.