Job Title: Account Service Representative
Location: Temecula, CA

Pay: $18/hour + Benefits

About Acrisure

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

About The Advantage Group:

The Advantage Group is a leading third-party administrator (TPA) specializing in COBRA administration and consumer-directed healthcare (CDH) benefits, including Health Reimbursement Arrangements (HRA), Health Savings Accounts (HSA), and Flexible Spending Accounts (FSA). We take pride in delivering exceptional service to our clients, ensuring smooth benefits administration and compliance.

We are seeking a dedicated and detail-oriented Account Service Representative to join our team. This role is ideal for a customer-focused professional who enjoys problem-solving, working with benefits administration, and providing excellent client support.

Job Summary:

As an Account Service Representative, you will be responsible for servicing and supporting clients who offer HRA, HSA, and FSA benefits to their employees. Your primary duties include answering client inquiries, troubleshooting account issues, processing benefits-related transactions, and ensuring compliance with regulatory guidelines.

This role requires strong communication skills, attention to detail, and the ability to handle multiple tasks efficiently. You will interact with employers, brokers, and participants to ensure a seamless experience with our services.

Key Responsibilities:

Client & Participant Support

• Serve as the primary point of contact for employer groups, brokers, and participants regarding HRA, HSA, and FSA benefits.

• Provide timely and professional customer service via phone and email.

• Educate clients on benefit plan rules, IRS regulations, and eligibility requirements.

• Assist participants with claims, reimbursements, and account transactions.

Account Management & Processing

• Process enrollments, contributions, and reimbursement claims in compliance with plan guidelines.

• Assist employers in setting up and managing their benefit accounts.

• Ensure accuracy of account balances, transactions, and reporting.

• Troubleshoot issues related to debit card transactions, account funding, and claims processing.

Compliance & Documentation

• Stay up to date on IRS regulations and industry best practices related to pre-tax benefit accounts.

• Ensure all transactions and account activities comply with HIPAA, ERISA, and IRS guidelines.

• Maintain accurate and confidential client and participant records.

Internal Collaboration & Process Improvement

• Work closely with internal teams to resolve client concerns and improve service delivery.

• Assist in onboarding new clients and training employers on using our platform.

• Identify and suggest efficiency improvements in account servicing processes.

Qualifications & Skills:

· Customer Service Experience – 1+ year in a call center, benefits administration, TPA, healthcare, or financial services role preferred.

· Benefits Knowledge – Familiarity with HRA, HSA, and FSA plans is a plus (training provided).

· Attention to Detail – Strong ability to manage data accuracy, compliance, and transaction processing.

· Problem-Solving Skills – Ability to analyze client issues, troubleshoot, and provide solutions.

· Communication Skills – Excellent verbal and written communication for professional client interactions.

· Technical Proficiency – Comfortable using CRM systems, benefits software, and Microsoft Office (Excel, Outlook, Word).

· Team Player – Ability to collaborate with internal teams and work in a fast-paced environment.

Compensation & Benefits:

Starting Pay: $18/hour

Full-Time Position with Growth Opportunities

Comprehensive Benefits Package, including:

• Medical, Dental, Vision

• Short-Term & Long-Term Disability (STD/LTD)

• 401(k) with Employer Matching

• Paid Time Off (PTO) & Holidays

Why Join The Advantage Group?

Supportive Team Environment – We believe in collaboration and helping each other succeed.

Industry Training & Career Growth – We provide on-the-job training and opportunities for advancement.

Work with a Purpose – Help clients and participants navigate their benefits with confidence.

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Pay Details:

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.  California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.

Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.