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Account Service Representative

BusinessPlans, Inc. Dayton, OH
  • Expired: over a month ago. Applications are no longer accepted.

Account Service Representative

BusinessPlans is a Third Party Administrator that process Pre-Tax Benefits (FSAs, HRAs, HSAs) for clients across the United States. If you're looking for a positive environment with the opportunity to help others through independent and team contributions, this may be the home for you. The Account Representative role includes the following duties:

  • Manage account relationships with 80-100 clients
  • Managing relationships with client companies, insurance brokers and other business partners
  • Pass annual Cafeteria Plan certification test
  • Ensure your client accounts are compliant with IRS regulations
  • Ensure smooth implementation, enrollment and renewal of client plans
  • Researching and answering client questions
  • Generating reports, system auditing, and communication pieces based on client needs
  • Ensuring all legal and contractual deadlines are fulfilled
  • Assist clients and members with phone and email inquiries regarding their reimbursement accounts

A successful candidate will have the following skills:

  • Detail oriented
  • Computer savvy
  • A good command of Microsoft Excel (basic formulas, text to columns, duplicate values, V-lookup, filters, spreadsheet management)
  • Proficient in Microsoft Word and Outlook
  • Professional communication skills (written and verbal)
  • Have good math and logic skills
  • Meet annual client satisfaction and retention goals
  • Enthusiastic
  • Self-motivated problem solver
  • Dependable, honest and hardworking
  • Positive outlook that enjoys helping/advocating for others
  • Willing to go the extra mile to support our clients and members

    Knowledge of employee benefits is helpful, but not required. The ability to work effectively in a fast-paced team environment, organizational skills, hardworking, and a high level of accuracy, integrity and honesty are critical. The role is full time (40 hours a week) from 9AM to 6PM Monday through Friday in our Miamisburg office. Benefit package includes medical, dental, 401k, Health Savings Accounts, Flexible Spending Accounts, nine paid holidays per year, paid vacation, and paid training. We are looking for a sharp person to add to our growing team. If you think that might be you, please send us your resume and salary requirements for consideration.

BusinessPlans, Inc.

Why Work Here?

Give us a call if you're looking for a positive environment with the opportunity to help others through independent and team contributions.

BusinessPlans is a Third Party Administrator that provides 3 basic services for all size companies: 1) Administration of Pre-tax plans such as FSAs, HRAs, and HSAs. 2) Administration of Cobra compliance. 3) Design, creation, and distribution of Total Compensation Statements


432 East Pearl Street, Miamisburg, OH 45342
Dayton, OH