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 – We embrace new challenges and fresh ideas.
- Authentic – We show up as our true selves and value transparency.
- Resourceful – We find creative solutions and make things happen.
- Excellent – We hold ourselves accountable and take pride in our work.
At ThrivePass, performance isn’t just about hitting goals—it’s about how you show up. We invest in our employees’ growth and encourage bold thinking, collaboration, and continuous learning. Join us in shaping the future of employee benefits!
What You’ll Do
The Account Specialist – Pre-Tax is an integral member of our Client Success and Customer Support teams, serving as a trusted resource for our Consumer Driven Healthcare (CDH) clients. In this role, you will partner closely with Relationship Managers to support client retention, operational excellence, and overall client satisfaction. You'll provide exceptional support, resolve complex issues, assist with plan administration, and ensure our clients receive the outstanding experience ThrivePass is known for. This position is ideal for someone who enjoys building relationships, solving problems, and helping clients successfully navigate pre-tax benefit programs.
- Consistently achieve quarterly goals while exemplifying ThrivePass' CARE values.
- Deliver exceptional phone and email support for Consumer Driven Healthcare (CDH) clients.
- Provide timely issue resolution, proactive follow-up, and customer support in accordance with ThrivePass service level expectations.
- Partner with Relationship Managers to support renewals, client retention efforts, and ongoing account management activities.
- Serve as a backup resource for Member Services during periods of high volume by answering calls, managing support tickets, and processing claims.
- Maintain and audit administrative system settings to ensure accurate plan administration and compliance with plan documents.
- Assist clients with reports, audits, system navigation, and training needs.
- Complete month-end processing activities accurately and on schedule.
- Manage manual imports and file uploads related to client accounts.
- Support client and participant education efforts through training and onboarding activities.
- Collaborate cross-functionally and provide ongoing support to teammates working with CDH clients.
- Identify opportunities to improve client experiences and internal processes.
What You Bring
Required Qualifications
- 1 to 3 years of experience in claims administration, customer service, account support, benefits administration, or a related field.
- Experience working with Alegeus or similar benefit administration platforms.
- Working knowledge of:
- Flexible Spending Accounts (FSA)
- Health Savings Accounts (HSA)
- COBRA administration
- Medical benefits administration
- HIPAA compliance requirements
- Strong customer service mindset with a demonstrated commitment to creating positive client experiences.
- Proficiency with Microsoft Office, including Excel and Word.
- Comfortable learning and utilizing new technologies and systems.
- Ability to analyze issues, identify needs, and recommend effective solutions.
- Strong verbal and written communication skills.
- High attention to detail and strong organizational abilities.
Preferred Traits
- Customer-centric and highly empathetic.
- Positive attitude with a desire to help others succeed.
- Proactive problem solver who takes initiative before escalating issues.
- Adaptable and comfortable managing multiple priorities.
- Team-oriented and receptive to feedback and coaching.
- Motivated by continuous improvement and personal growth.
- Previous experience working successfully in a remote environment
Portfolio Link
To be considered for the position, please include your portfolio link in the email when submitting your application.
Why You'll Love Working Here
We're 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.
- A culture that values courageousness, authenticity, resourcefulness, and excellence (we don’t just say it—we live it).
- Opportunities to grow, learn, and level up your skills.
- A team that genuinely enjoys working together and celebrating wins.
- Competitive benefits package because we believe in walking the talk when it comes to employee well-being.
Salary Offered
$37,000 - $42,000 annually
Benefits
- Medical, dental, and vision insurance
- Life insurance
- Short-term and long-term disability coverage
- Parental leave programs
- 401(k) with company match
- Flexible "Take What You Need" PTO policy
- 5-year and 10-year sabbatical programs
- Thrive Account dollars
- Annual learning and development stipend
- Growth and advancement opportunities
- A collaborative, mission-driven culture
Join Us!
If this role sounds like your next great adventure, we’d love to hear from you. Apply today and let’s build something amazing together! 🚀
