Job Description


  • Handles inbound calls from active and terminated participants/employees of *** Insurance Agency (PIA) clients
  • Handles inbound calls from client/employer plan administrators
  • Provides education on S125 products, *** policies & procedures, or IRS guidelines & regulations
  • Escalates tasks or documentation to other teams within the PIA
  • Develops and maintains a basic working knowledge of *** products
  • Uses systems and software packages, which may include HRIS, Salesforce, Flex, Core Advanced, and ORS
  • Documents all interactions, performs data entry, maintains strong prioritization and organization

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