The Operations Specialist, Benefits is responsible for the lifecycle of various benefit plans, including Flexible Benefits, Health Reimbursement Arrangements, Health Savings Accounts, and Commuter Plans. This encompasses their creation, ongoing maintenance, and eventual closure. The role also includes consumer forms and processing file data relevant to employer configurations and plans.
A strong understanding of the products, systems, files, and technical aspects is essential for success in this position.
● Must adhere to security policies
● Maintain detailed knowledge in function area(s) related to Benefits
● Serve as an internal resource, troubleshoot questions and provide issue resolution using product, file and system knowledge
● Serve as a knowledgeable contact for internal departments
● Communicate with other teams, employers and partners to resolve account discrepancies
● Responsible for solving cases and resolving tier 3 escalations
● Create, update and maintain participant plans and balances
● Update and maintain employer account balances
● Create, update and maintain employer plans and closings
● Process demographic, enrollment and contribution files
● Facilitate peer training when requested
● Identify trends to improve plan administration experience
● Ensure requests made by internal and external departments are resolved in a timely manner
● Attend regularly scheduled one on one meetings with direct leader for professional development and goal setting
● Work with your team, other departments to ensure a positive customer experience
● Create efficiencies and improve processes for employers, consultants and third-party vendors
● Maintain a continuous improvement approach to work
● Participate in ongoing learning, development opportunities and sharing of knowledge
● Maintain attendance and punctuality standards
● Maintain expected quality and performance metrics
● Must participate in team meetings and one on ones via video and phone
● Assist with special projects
General Duties:
All other duties as assigned
Assist with special projects
Continually work on improving departmental workflow
Maintain policy according to HIPAA
Similar Jobs
What We Do
We simplify complex payment systems for fleets, corporate payments, and healthcare—unlocking insights, opportunities, and efficiencies to give you greater control of your business. Powered by the belief that complex payment systems can be made simple, WEX (NYSE: WEX) is a leading financial technology service provider across a wide spectrum of sectors, including fleet, travel and healthcare. WEX operates in more than 10 countries and in more than 20 currencies through approximately 4,900 associates around the world. WEX fleet cards offer approximately 14 million vehicles exceptional payment security and control; our travel and corporate solutions business processes over $35 billion of purchase volume annually; and the WEX Health financial technology platform helps 343,000 employers and more than 28 million consumers better manage healthcare expenses.






