Reconciliation Team Specialist

Benefits Reconciliation Team Specialist

A Benefits Reconciliation Team Specialist is responsible for working benefit related cases. It is critical to demonstrate expertise in core benefits and/or HR services, plan knowledge, procedures, best practices, as well as superior customer care skills.

Core Responsibilities

• Utilizing your interpersonal skills and extensive on-the-job training to provide professional, knowledgeable, helpful, courteous, and responsive customer service with appropriate empathy statements as needed.
• Recognizing/acknowledging the need for additional research to resolve any issues reported by the customer and handle this casework throughout shift.
• Accessing customer accounts and product information, by toggling between multiple screens and systems, to provide accurate answers and support within the parameters of Strada's policies and procedures. Website navigation for the employee may be needed as well.
• Creating and updating employee files in database, as authorized.
• Staying current on Strada's programs and services through on-going training provided by Strada and self-study.
• Staying current on client's programs and provisions through on-going training.
• Researching and processing refunds received from agencies, universities, and requests from employees to refund monies that are due to the employee/retiree or COBRA participants due to various statuses of change (QSC, death termination, reduction). Funds are returned to employees via warrants or EFTs.
• Audit of the refund request before sending it to the state for processing.
• Processing of beneficiary affidavits, warrants, and DIP.
• Exhibiting a major attention to detail throughout the process.
• Knowledge of benefit programs and services.
• To assist in any area of the Fiscal team when needed.
• Flexibility to work as backup for Tier 1 as necessary.
• Other duties, as assigned by your immediate supervisor and/or manager.

Minimum Requirements

• High School diploma or GED
• At least 4 years of customer service experience, or a combination of education and experience:
• Knowledge of basic computer operations
• Ability to demonstrate excellent customer service/support skills.
• Ability to demonstrate excellent written and oral communication skills.
• Must be comfortable working in a performance-based and structured environment while demonstrating high ethical standards.
• Must have organizational skills, such as the ability to multi-task, set priorities and follow up in a timely manner.

Preferred

Education and Experience:

• Experience in one of these industries is preferred:
  Health Care, Human Resources Services or Financial Services

Working Conditions

• Supervisory Responsibility:
  None
• Working Environment:
• Office Environment.
• Requires use of personal computing equipment, telephone, multi-functioning printer and calculator.
• Ability to travel to and from meetings, training sessions or other business-related events, not routine.
• After-hours and weekend work is required on an occasional basis/as needed, not routine.
• Physical Demands:
• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
• While performing the duties of this job, the employee is regularly required to communicate, converse with, exchange and assess information. The employee is frequently in the stationary position but may occasionally move from this position. In addition, the employee will constantly operate office equipment, including telephone and computer with multiple screens.
• This position requires the ability to occasionally lift office products and supplies, up to twenty pounds and will be in an office environment.

At Strada, our values guide everything we do:

• Anticipate Customer Needs – We stay ahead of trends so our customers can grow and succeed.
• Own the Outcome – We take responsibility for delivering excellence and ensuring things get done right.
• Challenge Ourselves to Work Smarter – We move faster than the world around us to drive change and accomplish more.
• Empower Each Other to Solve Problems – We tackle challenges head on, ask tough questions, and collaborate to find the best solutions.
• Care About Our Work and Our…