• Perform monthly billing audits, including fee calculations, account troubleshooting, and adjustment processing • Review and maintain client accounts and household structures to ensure accurate fee schedule assignments • Partner with advisors and internal stakeholders to update and maintain billing instructions, ensuring alignment with client agreements • Reconcile direct debit results and ensure timely and accurate fee collection • Respond to billing-related inquiries from advisors and Client Service teams in a timely and professional manner • Partner with Trading and Client Service teams to ensure sufficient account liquidity for billing debits • Proactively track, manage, and follow up on outstanding, failed, or rejected fee transactions • Investigate root causes of failed collections and coordinate resolution • Partner with advisors, Client Service, and Trading teams to facilitate collections, including funding accounts, re-processing fees, or updating client billing setups • Maintain detailed records of collection efforts and outstanding balances; provide regular reporting on aged receivables and collection status • Identify trends in collection issues and recommend process improvements to reduce failed or delayed billing

Role Description The Service Business Development Center (BDC) Outbound Specialist serves as a liaison between automotive dealerships and their customers. This role focuses on developing and managing customer relationships to maximize appointment scheduling through outbound phone calls and external platforms such as Kelley Blue Book, Autotrader, email, and other communication channels. The BDC Outbound Specialist may assist in multiple operational areas as needed to ensure exceptional customer service and support dealership objectives. Key Responsibilities - Initiate outbound calls to previous customers and new prospects - Answer inbound calls from customers and prospects - Schedule appointments using dealership scheduling tools and communicate updates via Slack when required - Build rapport and engage customers through phone communication and third-party platforms (e.g., Kelley Blue Book, Autotrader, Craigslist) - Address customer hesitation or concerns with patience and professionalism - Resolve inquiries promptly while providing accurate and helpful information - Maintain and update customer records in the CRM system with a high level of accuracy and attention to detail Qualifications - Strong verbal and written communication skills - Comfort and confidence working extensively on the phone - Familiarity with external platforms such as Kelley Blue Book and Autotrader - Basic computer proficiency and professional phone etiquette - Friendly, professional demeanor - Strong organizational and multitasking abilities in a fast-paced environment - Problem-solving skills Requirements - Reliable high-speed internet connection - USB headset - Quiet, distraction-free home office environment - Computer with at least: - 1.4 GHz Intel Core 2 Duo processor or equivalent - Minimum of 2 GB RAM - Google Chrome installed Education Requirements - High School Diploma or GED equivalent Experience Requirements - Minimum 1+ year of Sales, Call Center, or BDC experience - At least 2 years of customer/client service experience - Minimum 1 year of experience with or knowledge of automotive dealerships Physical Requirements - Prolonged sitting and computer use - Close-up visual work - Extensive speaking on the phone

Role Description We are seeking organized and customer-focused individuals to join our team as Remote Reservation Specialists. In this role, you will assist clients with researching travel options, coordinating reservations, and helping ensure travel details are accurate and complete while working in a remote environment. Key Responsibilities - Assist clients with researching and reserving accommodations, cruises, tours, and vacation packages - Provide destination information and travel recommendations based on client preferences - Communicate with travel suppliers regarding availability, pricing, and reservation details - Respond to client inquiries through phone, email, and online communication platforms - Maintain organized client records and travel documentation - Follow company procedures for travel research, reservations, and customer service support Qualifications - Strong communication and customer service skills - Detail-oriented with strong organizational abilities - Comfortable working independently in a remote environment - Basic computer proficiency and reliable internet access - Must be at least 18 years of age and legally authorized to work in your location - Previous travel, hospitality, customer service, or administrative experience is helpful but not required Benefits - Remote work environment - Structured onboarding and training resources - Access to booking platforms and travel supplier information - Professional development and advancement opportunities based on performance and business needs

Role Description 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. - 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. - Field and ensure 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. Qualifications - 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-oriented 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 a positive attitude towards clients and coworkers. Benefits - Health, dental, and vision insurances. - Retirement savings plan. - Paid time off. - Health savings account. - Flexible spending accounts. - Life insurance. - Disability insurance. - Tuition reimbursement. - Comprehensive and market competitive benefits designed to support personal and professional well-being. Pay Range $17.00 - $22.50