About the Team/Role Solution Specialist is responsible for the initial servicing of client accounts and their associated consultants through day-to-day interaction that focuses on customer service and responsiveness How you'll make an impact
Serve as a knowledgeable contact for the day to day needs through phone, email and system tools relative to client account and consultants for our products, system capabilities, and processes Ability to identify trends to improve client resolution experience Ability to produce ideas and solutions to client experience Maintain expected quality and performance metrics Ability to adapt messaging to clients through a variety of communication mediums Must adhere to security policies Ensure privacy according to HIPAA guidelines Maintain knowledge in function area(s) Responsible for recognizing and defusing client discrepancies Responsible for fielding and ensuring requests made by consultant, broker and employer are resolved in a timely manner according to service level standards, including system updates where applicable Formally document all communications with client/consultant in company systems to ensure availability of client information for continuity of client history Attend team and other necessary meetings to remain current on client initiatives, internal processes, and operations that may affect client accounts or the client experience Attend regularly scheduled one on one meetings with direct supervisor for professional development and goal setting Serve as a resource and voice of the customer Collaborate with a variety of departments to ensure a positive customer experience, by sharing knowledge, proposing ideas and implementing a solution for creating efficiencies and improving processes Maintain detailed knowledge of product lines and system functionality Ability to thrive in a fast-paced setting while maintaining organizational skills Participate in ongoing learning and development opportunities Recommend process changes and administrative procedure updates Assist with special projects Assist other function area(s) as workload demands Demonstrate the WEX Core Values daily
Experience you'll bring
Bachelor's Degree preferred or equivalent Industry experience 1-2 years' experience in customer service, account management, file integrations, or relevant experience. COBRA/Benefits Industry Knowledge preferred Proficiency with Google Workspace Strong verbal and written skills. Proven experience managing client-facing communications. Strong interpersonal skills and ability to connect with a diverse customer and employee population Self-driven, motivated, and must have the ability to manage a fast-paced, result-orientated environment Exceptional communication and time management skills. Strong attention to detail, problem-solving skills, and multi-tasking capabilities. A team player with high energy Demonstrated capacity to prioritize tasks and manage multiple responsibilities effectively. Consistently achieve Service Level Agreements (SLAs) at every stage of the solution specialist process. Responsible for driving customer satisfaction by solving cases Maintain positive attitude towards clients and coworkers |
WEX, Inc.
life insurance, paid time off, tuition reimbursement
Jun 26, 2026