Client Service Analyst

Client Services Analyst (CSA) works daily analyzing electronic client files to maintain the accuracy of all enrollments, terminations and system data.

How you’ll make an impact

1. Analyze electronic files – client imports, carrier exports, carrier discrepancy reports, payroll exports and deduction files.
2. Post and analyze imported and exported files.
3. Follow processing procedures and schedule to complete daily tasks.
4. Complete all processes (including Audits & Discrepancy Reports) timely and resolve them in project tracking tool.
5. Respond to and complete call center escalations timely (urgent updates).
6. Complete review of premium reconciliation for all applicable clients.
7. Complete Dependent Age Outs and Evidence of Insurability Approvals if assigned to client.
8. Respond to project management tool on any open items.
9. Regularly analyze internal system data and correct any errors or discrepancies as found.
10. Process payroll exports to be performed with accuracy and in a timely manner.
11. Communicates directly with insurance carriers to make updates and keep eligibility in sync.
12. Works daily on client service questions/issues and responsible for following up with the correct answers to the client, participant or team.
13. Troubleshoots any errors on the files as well as enrolling and/or terminating participant’s eligibility at each carrier.
14. Ability to interface professionally with clients and carriers via phone and email.
15. Responsible for documenting and updating client processing procedures and documentation.
16. Assist with Annual Enrollment testing as necessary.
17. Reviews Audit results and correct any accounts that are identified by the audits.
18. Identify issues and communicate/escalate to the appropriate party.

Additional job duties and responsibilities may arise when supporting the delivery of administrative services and the Client Service Analyst is expected to perform these additional tasks as assigned.

Experience you’ll bring

• Bachelor's Degree preferred
• Health and Wellness Benefit Administration
• Proficient in Microsoft Excel

The base pay range represents the anticipated low and high end of the pay range for this position. Actual pay rates will vary and will be based on various factors, such as your qualifications, skills, competencies, and proficiency for the role. Base pay is one component of WEX's total compensation package. Most sales positions are eligible for commission under the terms of an applicable plan. Non-sales roles are typically eligible for a quarterly or annual bonus based on their role and applicable plan. WEX's comprehensive and market competitive benefits are designed to support your personal and professional well-being. Benefits include health, dental and vision insurances, retirement savings plan, paid time off, health savings account, flexible spending accounts, life insurance, disability insurance, tuition reimbursement, and more. For more information, check out the "About Us" section.

About Us

WEX is a global commerce platform that helps businesses solve for operational complexities like employee benefits, managing and mobilizing fleets, and streamlining payments.

With over 6,500 employees, we work with large and small companies in more than 200 countries and territories, and can tailor our services to meet the unique needs of their businesses.

We hire people who share our passion for continuous innovation and client service that is unparalleled in the industry. Offering comprehensive and market competitive benefits, our offerings are designed to support your personal and professional well-being. If you’re looking for a growing career - come be part of WEX today. To learn more about our employee benefits, please click here.

WEX is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex, race, color, age, national origin, religion, sexual orientation, gender identity, protected veteran status, disability or other protected status. WEX promotes a drug-free workplace.

Qualified individuals with a disability have the right to request a reasonable accommodation. If you require a reasonable accommodation as a result of your disability at any point in the job application process, please submit your request through our Reasonable Accommodation Request Form.