Account Services Specialist - Baker Tilly US, LLP

Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 billion. 

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. 

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. 

Any unsolicited resumes submitted through our website or to Baker Tilly US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly US, LLP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

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
• Supporting participant email/ticket inquiries
• Serving as an escalation contact for contact center agents
• Analyzing participant claims submissions
• Reviewing and closing open participant cases
• Coordinating enrollment and inquiries with client partners
• Occasional travel to client site

• A successful candidate will have 1-3 years of experience in 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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