USA Sr. Specialist, Account Services
Core
Partner Relations Specialist managing daily issue resolution, administrative support, and custom money movement processes for assigned Partners/Large Employers with audit risk.
Role type
Senior Account Services Specialist
Builds
Partner dashboards, reports, and customized monthly processes
Domain
Financial Services / Insurance / Benefits Administration
Deliverable
dashboards & analysis
Required skills
Issue resolution, communication plans, escalation tracking, analytical capabilities, Microsoft Office, concurrent task management, adaptability, verbal/written communication
Preferred skills
Salesforce, Advanced Excel, reporting skills, employee benefits, TPA, insurance carriers, HSA/Notional products
Responsibilities
Manage daily issue resolution for assigned partners, provide administrative support for partners with money movement or audit risk, act as backup for Partner Service Managers, monitor file processing and act as file expert, own Partner custom money movement processes, perform customized monthly processes with critical decision-making, update Partner dashboards and reporting, escalate issues and drive recovery efforts, identify systemic issues and work with Manager to rectify, support partner-specific project work for internal/external enhancements
Seniority
Senior, hands-on IC
