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Account Services Specialist
Baker Tilly
Clarks Summit, PA, United States
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Overview
Baker Tilly Virchow Krause, LLP (Baker Tilly) is a nationally recognized, full-service accounting and advisory firm whose specialized professionals connect with clients and their businesses through refreshing candor and clear industry insight. With approximately 2,700 employees across the United States, Baker Tilly is ranked as one of the 15 largest accounting and advisory firms in the country. Headquartered in Chicago, Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 147 countries, with 30,000 professionals. The combined worldwide revenue of independent member firms is $3.2 billion.
It’s an exciting time to join Baker Tilly!
Baker Tilly Vantagen, a wholly owned subsidiary of Baker Tilly Virchow Krause, provides third-party benefits administration support to middle market employers representing a wide variety of businesses and industries.
Baker Tilly Vantagen is currently seeking a skilled Account Services Specialist to support its growing employee benefits administration business, particularly the organization’s Account Based Services (FSA, HSA, HRA and Commuter) administration servicing team.
Baker Tilly Annual Report 2017
Responsibilities
The Account Services Specialist is responsible for providing administrative and client service support on a variety of client benefits administration initiatives, such as:
• Entering reimbursement account claim data to benefits system
• Answering participant telephone inquiries
• Analyzing participant claims submissions
• Reviewing and closing open participant cases
• Coordinating enrollment and inquiries with client partners
• Occasional travel to client site
The successful candidate will also maintain current working knowledge of federally-approved reimbursable Flexible Spending Account expenses and general IRS Code Section 125 rules for FSA Participation.
Qualifications
• A successful candidate will have 1-3 years of experiencein the customer service, data processing, human resources or insurance-related fields.Bachelor’s degree preferred
• Proficiency with MS Office programs, particularly Excel, Word and Outlook
• Excellent customer service skills are required, as the position will interface with consumers and external clients
• Strong organizational and communications abilities are critical to success in this position, as team members are expected to manage multiple priorities and work with a moderate amount of supervision and interface directly with clients
• A valid driver’s license is required
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Baker Tilly Virchow Krause, LLP is an equal opportunity/affirmative action employer.