Engagement Specialist (Pre-Tax Benefits)

Location: US
Employment Type: Full-time

Who We Are

At ThrivePass, we’re on a mission to help employees and businesses Thrive, because benefits should be more than just checkboxes. Through personalized benefits technology, data-driven insights, and meaningful experiences, we empower companies to support their teams in ways that truly matter.

We don’t just talk about culture, we build it. Everything we do is rooted in our CARE values:

Courageous – Have the confidence to think differently, innovate, and act. Challenge boundaries, embrace change, and see challenges as opportunities to learn.

Accountable – Take responsibility for your impact, honor commitments, communicate proactively, and act with integrity.

Resourceful – Use critical thinking, collaborate across teams, leverage available resources, and create effective solutions.

Engaged – Take ownership of your work, prioritize effectively, drive results, and understand how your role impacts the success of your team, our clients, and our members.

At ThrivePass, performance isn’t just about hitting goals, it’s about how you show up every day. Join us in shaping the future of employee benefits!

About the Role

The Engagement Specialist is an integral part of our customer support team, working directly with our members to ensure the highest level of satisfaction through timely, empathetic communication and accurate solutions.

The ideal candidate will have hands-on experience supporting and administering pre-tax benefit programs, including FSA, HSA, HRA, and commuter benefits, with a strong understanding of Consumer Driven Healthcare (CDH) plans and claims processing.

What You’ll Do

The Engagement Specialist works directly with our members to deliver exceptional service and accurate benefit administration support. This role ensures the highest level of customer satisfaction through timely communication, effective problem-solving, and accurate claims processing.

You will:

• Bring fresh ideas to the table. We are all about innovation and continuous improvement.

• Collaborate with cross-functional teams to solve problems and improve member experiences.

• Deliver exceptional customer service to all Consumer Driven Healthcare (CDH) members and plan participants.

• Interact directly with members through our ticketing platform to answer inquiries in a timely manner.

• Provide professional and empathetic phone support.

• Review, evaluate, adjust, and process claims received from employees and various insurance companies, including FSA, HSA, HRA, and qualified commuter benefits.

• Consistently meet and exceed Service Level Agreements (SLAs) for claim processing accuracy, productivity, and call quality.

• Identify issues or inefficiencies and follow established escalation paths for resolution.

• Provide timely and effective member support, problem resolution, and proactive follow-up.

• Ensure compliance with plan rules and documentation requirements related to pre-tax benefit accounts.

What You Bring

We’re looking for someone who is excited to make an impact while helping members navigate their benefits with confidence.

• A passion for delivering exceptional member experiences.

• A drive to simplify complex benefit processes.

• A collaborative, team-first mindset.

• Strong accountability and follow-through.

• The ability to learn quickly and adapt in a fast-paced environment.

Must Haves

• Required: 1-3 years of direct experience supporting and administering pre-tax benefit programs, including FSA, HSA, HRA, and qualified commuter benefits.

• Required: Experience reviewing, processing, and adjudicating pre-tax benefit claims.

• 1-3 years of experience in claims processing, customer service, phone support, benefits administration, or a related field.

• Strong working knowledge of Consumer Driven Healthcare (CDH) plans and pre-tax benefit regulations.

• Experience working with account-based benefits such as FSA, HSA, HRA, Commuter, and COBRA programs.

• Familiarity with medical insurance concepts, claims processing, and benefits administration best practices.

• Demonstrated ability to deliver high-quality customer service.

• Strong verbal and written communication skills.

• Customer-centric attitude with a genuine desire to help people.

• Strong attention to detail and organizational skills.

• Ability to identify issues and provide effective solutions.

• Proficiency in Microsoft Word and Excel.

• Ability to learn and effectively utilize technology platforms and phone systems.

• Positive attitude and willingness to embrace change.

• Ability to manage multiple priorities and transition between tasks.

• Team player who is receptive to feedback and coaching.

• Ability to work successfully in a remote environment.

Preferred Qualifications

• Experience working in Alegeus.

• Experience supporting Consumer Driven Healthcare (CDH) plans.

• Previous experience within employee benefits, healthcare administration, or third-party administration (TPA) environments.

Why You’ll Love Working Here

• $44,000 - $50,000 annual salary

• A culture that values courageousness, authenticity, resourcefulness, and excellence.

• Opportunities to grow, learn, and expand your skill set.

• A team that genuinely enjoys collaborating and celebrating wins together.

• Competitive benefits package because we believe in taking care of our people.

• An inclusive and welcoming environment for all.

ThrivePass is committed to fostering a workplace where everyone feels valued and respected. We do not and shall not discriminate based on race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status in any of our activities or operations.

Join Us!

If this role sounds like your next great adventure, we’d love to hear from you. Apply today and help us build the future of employee benefits at ThrivePass! 🚀