OVERVIEW
The Card Services Specialist plays a vital role in ensuring accurate and timely processing of card-related transactions and member support activities. This position requires strong attention to detail, sound judgment, and the ability to work effectively in a fast-paced remote environment.
PRIMARY RESPONSIBILIES
Reimbursement Processing
- Review and process manual and automated reimbursement requests.
- Validate reimbursement requests to ensure eligibility based on client specific guidelines.
- Ensure all reimbursements are supported by appropriate documentation.
- Verify account status prior to processing adjustments, including handling of closed or restricted cards in accordance with established manual procedures.
- Process manual reimbursements in designated systems with a high degree of accuracy and attention to detail.
- Prevent duplicate or erroneous payments by performing thorough account and transaction reviews prior to issuance.
- Follow defined procedures for handling special cases, including partial reimbursements, adjustments, and escalated claims.
- Ensure timely processing of reimbursements in alignment with service level agreements (SLAs)
Fraud Management
- Initiate card replacements when fraudulent activity is suspected and reported
- Conduct thorough investigations of reported fraud cases, including reviewing transaction history, account behavior patterns, and supporting documentation
- Process fraud claims and ensure proper documentation is maintained in accordance with company policies and audit requirements
- Ensure timely reimbursement of eligible fraudulent transactions in accordance with company guidelines and regulatory requirements
- Maintain detailed documentation of fraud cases and outcomes.
Wallet Transfers
- Process and monitor wallet-to-wallet transfers.
- Verify member identity and account status before executing transfers.
- Troubleshoot transfer issues and ensure secure completion.
Transaction Review
- Review transactions detail for accuracy and completeness per call center request.
- Identify and correct errors or inconsistencies in transaction data.
- Provide feedback to improve transaction workflows and system efficiency to internal team.
Card Status Updates
- Manage card activation, suspension, and closure requests.
- Communicate status changes to internal departments.
- Ensure all updates are accurately reflected across systems.
SKILL REQUIREMENTS
- Ability to work well under pressure while maintaining accuracy and professionalism.
- Strong independent work ethic and capacity to exercise excellent judgment in resolving operational and member-related issues.
- Excellent verbal and written communication skills with a focus on clarity and empathy.
- Proven ability to navigate multiple systems simultaneously to ensure precise case resolution.
- High level of integrity and commitment to confidentiality in handling sensitive member information.
- Experience in financial services, card operations, or customer support preferred.
Qualifications and Education Requirements
- 3+ years Contact Center experience required, preferably in the Health Care industry.
- Proficient in technologies related to contact center operations preferred (XNET, CRM, UKG, Panviva).
- Highly Proficient in Excel, Word and Adobe applications.
Skills Required
- 3+ years Contact Center experience
- Experience in financial services, card operations, or customer support
- Proficient in technologies related to contact center operations
NationsBenefits Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about NationsBenefits and has not been reviewed or approved by NationsBenefits.
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Fair & Transparent Compensation — Pay is frequently characterized as decent or good for certain entry-level and frontline roles, with timely pay also highlighted. Compensation is sometimes positioned as competitive relative to the work performed in those positions.
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Leave & Time Off Breadth — Unlimited PTO is described as available for some salaried roles, which can increase perceived flexibility. Paid holidays and paid time off are presented as part of the standard package for eligible employees.
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Wellbeing & Lifestyle Benefits — A fitness stipend and occasional company-sponsored outings or training-related perks are included among the extra benefits. These additions can modestly strengthen the overall rewards experience beyond core insurance.
NationsBenefits Insights
What We Do
NationsBenefits® is a leading supplemental benefits company providing managed care organizations with innovative healthcare solutions helping to promote independence, health, and well-being for more than 20 million members across the U.S. When the company was founded in 2015 by Glenn Parker, M.D., we set out to disrupt the healthcare industry. In 2020, we rebranded to NationsBenefits to expand the company’s core offering and broaden the scope of our clinically focused services. Today, we surpass traditional benefit management programs by helping our health plan partners drive growth, improve outcomes, reduce costs, and delight members. Our best-in-class service model engages members in meaningful and measurable ways with technology-based solutions tailored to the unique needs of each population.
