Flex CDP Customer Service Representative

Point C
United States
RemoteCareer-pivot friendly

Who this role is best for

Strong fit for customer service professionals with healthcare benefits experience who thrive in a remote environment and can translate complex processes into clear communication.

Best fit for

  • Candidates with experience in benefits administration or healthcare who value compliance and clear communication
    — “support participants and clients with Flex Benefit plans (FSA, HSA, HRA, DCA)”
  • Individuals who can manage multiple priorities and adapt to fast-paced, remote work settings
    — “Ability to manage multiple priorities while maintaining accuracy, professionalism, and service-level expectations”

Things to consider

  • Compensation is not fixed and depends on experience and role-specific performance metrics
    — “Individual compensation will be commensurate with the candidate's experience and qualifications”
  • The role may involve additional compensation opportunities, including bonuses and sales commissions
    — “Certain roles may be eligible for additional compensation, including bonuses, and merit increases”

How to stand out

  • Highlight experience with consumer-directed benefits and CRM platforms like Zendesk or Alegeus
    — “Experience with consumer-directed benefits (FSA, HRA, HSA, DCA) strongly preferred”
  • Demonstrate past success in translating complex information into easily understandable terms
    — “Translate internal processes into clear, understandable information”
  • Showcase ability to maintain confidentiality and comply with HIPAA standards in previous roles
    — “Maintain confidentiality in accordance with HIPAA standards”
  • Emphasize experience with Microsoft Office and Adobe Reader in administrative or customer-facing roles
    — “Proficient in Microsoft Office (Outlook, Excel) and Adobe Reader”
  • Demonstrate a track record of contributing to a positive, team-oriented environment
    — “Demonstrate the ability to exercise accountability, teamwork, trust, innovation, and a commitment to delivering value”
Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · Individual

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • timely and accurate service
  • confidentiality
  • positive team environment
Typical background
customer servicebenefits administration

Skills & requirements

Required

Customer ServiceBenefits AdministrationHipaa ComplianceCall Tracking

Preferred

Benefit Administration PlatformsCRM

Stack & domain

Customer ServiceBenefits AdministrationHealthcare BenefitsHipaa ComplianceCall Tracking SystemAlegeus (wealthcare)EldoradoCsipackCRMTicketing PlatformMicrosoft OfficeAdobe ReaderCommunicationProblem SolvingTeamworkLeadershipCollaborationAttention To DetailTime ManagementTrainingDocumentationThird-party AdministratorSelf-funded Benefit ProgramsNetwork And Payment IntegrityPharmacy BenefitsCare ManagementConsumer-directed Benefits

About the role

Original posting from Point C via Greenhouse

Point C is a National third-party administrator (TPA) with local market presence that delivers customized self-funded benefit programs. Our commitment and partnership means thinking beyond the typical solutions in the market – to do more for clients – and take them beyond the standard “Point A to Point B.” We have researched the most effective cost containment strategies and are driving down the cost of plans with innovative solutions such as, network and payment integrity, pharmacy benefits and care management. There are many companies with a mission. We are a mission with a company.

Point C is seeking a customer-focused and detail-oriented Customer Service Representative to support participants and clients with Flex Benefit plans (FSA, HSA, HRA, DCA). This individual will serve as a key point of contact, delivering timely and accurate service via phone and email while ensuring compliance with internal policies and HIPAA guidelines. The ideal candidate is an effective communicator with a strong understanding of healthcare benefits and a commitment to providing an exceptional customer experience.

Primary Responsibilities:

Provide support to participants and clients regarding eligibility, benefits, claims, and general plan inquiries

Respond to inbound calls and emails with professionalism, empathy, and clarity

Document all customer interactions accurately in the call tracking system

Navigate and utilize multiple systems and tools to assist customers

Translate internal processes into clear, understandable information

Maintain confidentiality in accordance with HIPAA standards

Contribute to a positive, team-oriented environment

Qualifications: 

High school diploma or equivalent required

1-2 years of customer service experience, preferably within benefits administration, healthcare, insurance, or a related field

Experience with consumer-directed benefits (FSA, HRA, HSA, DCA) strongly preferred

Strong written and verbal communication skills with the ability to communicate complex benefit information clearly and effectively

Experience with Alegeus (Wealthcare), Eldorado, or similar benefit administration platform preferred

Familiarity with CSIpack preferred (training provided)

Experience working in a CRM or Ticketing platform such as Zendesk

Proficient in Microsoft Office (Outlook, Excel) and Adobe Reader

Demonstrate the ability to exercise accountability, teamwork, trust, innovation, and a commitment to delivering value in interactions with members, clients, and coworkers

Ability to educate members on available self-service options, including the member portal, when applicable

Ability to manage multiple priorities while maintaining accuracy, professionalism, and service-level expectations

Strong attention to detail and organizational skills

Ability to multitask in a fast-paced, remote environment

Individual compensation will be commensurate with the candidate's experience and qualifications. Certain roles may be eligible for additional compensation, including bonuses, and merit increases. Additionally, certain roles have the opportunity to receive sales commissions that are based on the terms of the sales commission plan applicable to the role.

Pay Transparency$35,000—$40,000 USDBenefits:

Comprehensive medical, dental, vision, and life insurance coverage

401(k) retirement plan with employer match

Health Savings Account (HSA) & Flexible Spending Accounts (FSAs)

Paid time off (PTO) and disability leave

Employee Assistance Program (EAP)

Equal Employment Opportunity: At Point C Health, we know we are better together. We value, respect, and protect the uniqueness each of us brings. Innovation flourishes by including all voices and makes our business—and our society—stronger. Point C Health is an equal opportunity employer and we are committed to providing equal opportunity in all of our employment practices, including selection, hiring, performance management, promotion, transfer, compensation, benefits, education, training, social, and recreational activities to all persons regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, genetic information, pregnancy, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, and military and veteran status, or any other protected status protected by local, state or federal law.

Source: Point C careers (Greenhouse)

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