Responsibilities* Listen, assess, and understand client needs and questions using a consultative approach* Finalize the participant's application through a structured process* Accurately track and report outbound contact attempts and identify possible trends* Follow all compliance regulations for service and application inquiries* Identify the root cause of issues and effectively communicate solutions to participants* Effectively and empathetically assists participants over the phone* Works effectively in multiple internal systems to solve problems* Show patience and kindness to deescalate concerned callers* Ensure internal and external service levels are met in a timely and high-quality manner* Receive direction and coaching to improve performance* Other duties as assignedPosition Type/Expected Hours of Work* This position can be performed remotely from any of the states listed above; or the option to work in-office is available in South Jordan, Utah, Richardson, Texas, and Tempe, Arizona.* Schedules are typically 40-hour work weeks (overtime may be required during peak season); and will vary based on business needs between the hours of 8am - 7 pm EST (7am - 6pm CST), including some Saturdays. Customer Service Representative (CSR)* Your goal as a CSR is to be an advocate for our participants and assist them with enrollment issues, applications, general questions and concerns, and facilitating their Health Reimbursement Accounts (HRA).Active Funding Representative (AFR)* Your goal as an AFR is to be an advocate for our actively employed participants and assist them with debit card issues, general questions, and concerns, and facilitate their enrolled funding benefit plans, including Health Savings Accounts (HSA), Flexible Spending Accounts (FSA), Commuter and other available benefits.