Client Service Analyst jobs in United States
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WEX · 1 day ago

Client Service Analyst

WEX is a company focused on providing electronic payment solutions, and they are seeking a Client Service Analyst to ensure the accuracy of client enrollments and system data. The role involves analyzing client files, resolving discrepancies, and providing support for client service inquiries.

Financial ServicesFinTechPaymentsSoftware

Responsibilities

Analyze electronic files – 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 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 client
Respond to project management tool on any open items
Regularly analyze internal system data and correct any errors or discrepancies and errors as found
Process payroll exports to be performed with accuracy and in a timely manner
Communicates directly with insurance carriers to make updates and keep eligibility in sync
Works daily on client service questions/issues and responsible for following up with the correct answers to the client, participant or team
Trouble shoots any errors on the files as well as enrolling and/or terminating participant’s eligibility at each carrier
Ability to interface professionally with clients and carriers phone and email
Responsible for documenting and updating client processing procedures and documentation
Assist with Annual Enrollment testing as necessary
Reviews Audit results and correct any accounts that are identified by the audits
Identify issues and communicate/escalate to the appropriate party

Qualification

HealthWellness Benefit AdministrationMicrosoft ExcelData AnalysisClient CommunicationProblem Solving

Required

Analyze electronic files – 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 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 client
Respond to project management tool on any open items
Regularly analyze internal system data and correct any errors or discrepancies and errors as found
Process payroll exports to be performed with accuracy and in a timely manner
Communicates directly with insurance carriers to make updates and keep eligibility in sync
Works daily on client service questions/issues and responsible for following up with the correct answers to the client, participant or team
Trouble shoots any errors on the files as well as enrolling and/or terminating participant's eligibility at each carrier
Ability to interface professionally with clients and carriers phone and email
Responsible for documenting and updating client processing procedures and documentation
Assist with Annual Enrollment testing as necessary
Reviews Audit results and correct any accounts that are identified by the audits
Identify issues and communicate/escalate to the appropriate party
Health and Wellness Benefit Administration
Proficient in Microsoft Excel

Preferred

Bachelor's Degree preferred

Benefits

Health, dental and vision insurances
Retirement savings plan
Paid time off
Health savings account
Flexible spending accounts
Life insurance
Disability insurance
Tuition reimbursement

Company

Wex is a financial technology service provider for fleet, travel and healthcare industries.

Funding

Current Stage
Public Company
Total Funding
$900M
Key Investors
Warburg Pincus
2025-02-25Post Ipo Debt· $500M
2020-06-30Post Ipo Equity· $90M
2020-06-30Post Ipo Debt· $310M

Leadership Team

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Melissa Smith
Chair and Chief Executive Officer
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Sachin Dhawan
Chief Technology Officer
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Company data provided by crunchbase