Reimbursement Account Specialist II - Utah Retirement Systems

PEHP Health & Benefits is a division of the Utah Retirement Systems that proudly serves Utah’s public employees through high quality and competitively priced medical, dental, life, and long-term disability insurance plans on a self-funded basis.   As a government entity, we embrace both a public mission and a commitment to creating customer value, excelling in the market, and improving healthcare.   We offer a competitive salary with generous benefits, personal development in a positive team environment, and excellent work-life balance.

Position Summary:

Successful performance for the position requires a genuine interest in helping others, the ability to learn about and share complex information about Flexible Spending Accounts, Health Savings Accounts and Health Reimbursement Accounts, maintain accurate and timely records for members and employer groups, and a high level of commitment and dependability.

Duties and Responsibilities:

1. Provides customer service and assists FLEX, HRA and HSA participants with eligibility, enrollment, card charges, claims and internet account access.
2. Performs assigned responsibilities and functions including FLEX enrollment, HSA/HRA account setup, participant data maintenance, card issuance, claims processing, card charge adjudication, problem, research and resolution, participant and employer account reconciliation, change documents and terminations.
3. Participates in training activities to obtain and maintain knowledge and understanding of policies, procedures, practices, laws, statutes, systems and processes relating to job functions.
4. Processes accounting data for FLEX plan reimbursement check processing and direct deposits. Prepares and reviews regular FLEX plan payments.
5. Receives and processes FLEX payroll deductions and documents, check validity of documents and transactions by examining type, plan, account codes, amounts and communicates with outside organizations or individuals to resolve discrepancies. Performs data transfers to MBI, verification calculations and completes processing according to established procedures.
6. Monitors data transfer errors with outside vendors, research problems and make corrections as needed.
7. Interfaces with department staff, other departments, members and agencies.
8. Coordinates with auditors in various stages of audit activities and programs.
9. Performs other related duties as required.
10. Maintains strict confidentiality.

Education and Experience

High school degree; and four (4) years of progressively responsible experience in bookkeeping or accounting; or an equivalent combination of education and experience.

Knowledge, Skills, and Abilities

This list contains knowledge, skills, and abilities that are typically associated with the job. It is not all-inclusive and may vary from position to position:

Must have a working knowledge of professional accounting standards and ethics:

• General accounting practices related to general ledger systems.
• Internal control principles and methods.
• Applicable laws and regulations pertaining to tax reporting, and deferred compensation funds and various retirement programs.
• Budgetary principles.
• Statistical and mathematical measures, calculations and terminology.
• Analyze routine accounting problems and make standard adjustments.
• Operate various types of standard office equipment such as 10-key calculator, keyboard, etc.

Must possess excellent communication skills:

• Communicate effectively verbally and in writing.
• Must have the ability to carry out a vital process with general supervision.
• Ability to follow written and verbal instructions.
• Establish and maintain effective working relationships with managers, unit member clerks, employees, outside vendors, customer agencies, and the public.

The incumbent must always demonstrate judgment, high integrity, and personal values consistent with the values of URS.

Work Environment

Incumbent performs in a typical office setting with appropriate climate controls. Tasks require a variety of physical activities which do not generally involve muscular strain, but do require activities related to walking, standing, stooping, sitting, reaching, talking, hearing and seeing. Common eye, hand, finger dexterity required to perform essential functions. 

Position requires occasional travel for office business.  Individual must be physically capable of safely operating a vehicle, possess a valid driver’s license and have an acceptable driving record based upon data provided by a current Department of Motor Vehicle Record (MVR).