CDP Flex Customer Service Representative

Point C is a national third-party administrator delivering customized self-funded benefit programs and cost-containment solutions. The Customer Service Representative will support participants and clients with Flex Benefit plans by providing accurate service through phone and email, documenting interactions, navigating benefit systems, and maintaining HIPAA compliance.

Responsibilities:

• Provide support to participants and clients regarding eligibility, benefits, claims, and general plan inquiries
• Respond to inbound calls and emails with professionalism, empathy, and clarity
• Document all customer interactions accurately in the call tracking system
• Navigate and utilize multiple systems and tools to assist customers
• Translate internal processes into clear, understandable information
• Maintain confidentiality in accordance with HIPAA standards
• Contribute to a positive, team-oriented environment

Requirements:

• High school diploma or equivalent required
• 1-2 years of customer service experience, preferably within benefits administration, healthcare, insurance, or a related field
• Strong written and verbal communication skills with the ability to communicate complex benefit information clearly and effectively
• Experience working in a CRM or Ticketing platform such as Zendesk
• Proficient in Microsoft Office (Outlook, Excel) and Adobe Reader
• Demonstrate the ability to exercise accountability, teamwork, trust, innovation, and a commitment to delivering value in interactions with members, clients, and coworkers
• Ability to educate members on available self-service options, including the member portal, when applicable
• Ability to manage multiple priorities while maintaining accuracy, professionalism, and service-level expectations
• Strong attention to detail and organizational skills
• Ability to multitask in a fast-paced, remote environment
• Experience with consumer-directed benefits (FSA, HRA, HSA, DCA) strongly preferred
• Experience with Alegeus (Wealthcare), Eldorado, or similar benefit administration platform preferred
• Familiarity with CSIpack preferred (training provided)