Flex Consultant

Job Location(s) US-IA-West Des Moines
Job ID
# of Openings
Benefits Administration
Job Type
Regular Full-Time


POSITION:                 Flexible Spending Account Consultant


COMPANY:                TRISTAR Benefit Administrators


DEPARTMENT:         Flexible Spending Account Operations


REPORTS TO:           Director, Flexible Spending Accounts


STATUS:                    Non Exempt



POSITION SUMMARY: Under minimal supervision, manages and monitors flex system operation. Acts as subject matter expert for flex policies and procedures. Completes assigned flex projects. Facilitate high level customer service, by effectively solving service issues. This position requires direct contact with Brokers, clients and employees.




  • Acts as subject matter expert for Flexible Spending Account Product systems, operations, and customer service delivery including operational application of Internal Revenue Code Sections 105, 125,129, and 132 rules.
  • Reviews audit results to review and monitor compliance with TRISTAR policies and IRS regulations.
  • Responsible for the accurate and efficient operation of the FSA system.
    • Act as liaison between the Flexible Spending Account system vendor and TRISTAR.
    • Responsible for problem solving in the FSA system.
    • Monitor and report on effectiveness of flex system.
  • Assist Flex Specialists with customer service and system problems.
  • Act as Flex banking operational expert and perform end of year audits as required.
  • Create and deliver special customer reporting as required.
  • Coordinate new Flex case operational set up.
  • Set up new and renewing cases in the flex system.
  • Enter eligibility for all assigned flex groups.
  • Establish and maintain accurate FSA employer records.
  • Review and approve flex claims.
  • Handle participant repayments in the FSA system.
  • Assist with claim backlogs as needed.
  • Handle special case substantiation requirements, if needed.
  • Complete all projects assigned by Director of Operations.
  • Acts as a liaison between the Flex Unit and Corporate Accounting




Education/Experience: Bachelor’s degree in related field (preferred); five (5) to ten (10) years related experience; or equivalent combination of education and experience.


Knowledge, Skills and Abilities:         

  • Technical knowledge of statutory regulations, IRC Sections 105,125,129 and 132.
  • Ability to master an operational system for flexible spending account administration, prioritize tasks and meet strict deadlines.
  • Strong analytical skills.
  • Proficient in Word and Excel.
  • Excellent written and verbal communication skills, including ability to convey technical details to claimants, clients and staff.
  • Excellent interpersonal skills.


Mental and Physical Requirements      


                                    MENTAL AND PHYSICAL REQUIREMENTS



a.        Reasoning development:


          Follow one- or two-step instructions; routine, repetitive task.


          Carry out detail but uninvolved written or verbal instructions; deal with a few concrete      variables.


       Follow written, verbal, or diagrammatic instructions; several concrete variables.


       Solve practical problems; variety of variables with limited standardization; interpret instructions.


X       Logical or scientific thinking to solve problems; several abstract and concrete variables.


          Wide range of intellectual and practical problems; comprehend most obscure concepts.

b.        Mathematical development:


          Simple additional and subtraction; copying figures, counting, and recording.


          Add, subtract, multiply, and divide whole numbers.


X       Arithmetic calculations involving fractions, decimals, and percentages.


          Arithmetic, algebraic, and geometric calculations.


          Advanced mathematical and statistical techniques such as calculus, factor analysis, and probability determination.


          Highly complex mathematical and statistical techniques such as calculus, factor analysis, and probability determination; requires theoretical application.

c.        Language development:


          Ability to understand and follow verbal or demonstrated instructions; write identifying information; request supplies verbally or in writing.


          Ability to file, post, and mail materials; copy data from one record to another; interview to obtain basic information such as age, occupation, and number of children; guide people and provide basic direction.


          Ability to transcribe dictation; make appointments and process mail; write form letters or routine correspondence; interpret written work instructions; interview job applicants.


               Ability to compose original correspondence, follow technical manuals, and have increased contact with people.


X       Ability to report, write, or edit articles for publication; prepare deeds, contracts or leases, prepare and deliver lectures; interview, counsel, or advise people; evaluate technical data.



a.      Physical activity required to perform the job:


          Sedentary work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects. Sedentary work involves sitting most of the time.   Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.


X       Light work:

a.     Exerting up to 20 pounds of force occasionally

b.     Exerting up to 10 pounds frequently

c.     Exerting a negligible amount of force constantly to move objects


           (If the use of arm and/or leg controls requires exertion of forces greater than that for Sedentary Work and the worker sits most of the time, the job is rated for Light Work).


          Medium work:

a.     Exerting up to 50 pounds of force occasionally

b.     Exerting up to 20 pounds of force frequently

c.     Exerting up to 10 pounds of force constantly to move objects


          Heavy work:

a.     Exerting up to 100 pounds of force occasionally

b. Exerting up to 50 pounds of force frequently

c.     Exerting up to 20 pounds of force constantly to move objects


          Very heavy work:

a.     Exerting in excess of 100 pounds of force occasionally

b.     Exerting in excess of 50 pounds of force constantly to move objects

c.     Exerting in excess of 20 pounds of force constantly to move objects



b.            Visual requirements necessary to perform the job:


          Far vision: clarity of vision at 20 feet or more


X       Near vision: clarity of vision at 20 feet or less


X       Mid-range vision: clarity of vision at distances of more than 20 inches and less than 20 feet


          Depth perception: the ability to judge distance and space relationships, so as to see objects where and as they actually are


          Color vision: ability to identify and distinguish colors


          Field of vision: ability to observe an area up or down or to the right or left while eyes are fixed on a given point






c.     Physical activity necessary to perform the job and frequency (e.g., continually, frequently, or occasionally):


    Climbing:       Ascending or descending ladders, stairs, scaffolding, ramps, poles, and the like, using feet and legs and/or hands and arms. Body agility is emphasized.   This factor is important if the amount and kind of climbing required exceeds that required for ordinary locomotion.


    Balancing:       Maintaining body equilibrium to prevent falling when walking, standing, or crouching on narrow, slippery, or erratically moving surfaces. This factor is important if the amount and kind of balancing exceeds that needed for ordinary locomotion and maintenance of body equilibrium.


X    Stooping:       Bending body downward and forward by bending spine at the waist. This factor is important if it occurs to a considerable degree and requires full use of the lower extremities and back muscles.


X   Kneeling:       Bending legs at knee to come to a rest on knee or knees.


X    Crouching:    Bending the body downward and forward by bending legs and spine.


      Crawling:      Moving about on hands and knees or hands and feet.


X    Reaching:       Extending hand(s) and arm(s) in any direction.


X  Standing:        Particularly for sustained periods of time.


X    Walking:        Moving about on foot to accomplish tasks, particularly for long distances.


X    Pushing:         Using upper extremities top press against something with steady force in order to thrust forward, downward, or outward.


X   Pulling:          Using upper extremities to extent force in order to drag, haul, or tug objects in a sustained motion.



       Motion:           Using feet to push pedals.


X    Lifting:           Raising objects from a lower to a higher position or moving objects horizontally from position to position. This factor is important if it occurs to a considerable degree and requires substantial use of the upper extremities and back muscles.


X    Fingering:      Picking, pinching, typing, or otherwise working with fingers rather than with the whole hand or arm as in handling.


X    Grasping:       Applying pressure to an object with the fingers and palm.




















































2. PHYSICAL EFFORT (cont.)                     


X  Talking:          Expressing or exchanging ideas by means of the spoken word. Those activities in which workers must convey detailed or important spoken instructions to other workers accurately, loudly, or quickly.


X  Hearing:         Perceiving the nature of sounds with or without correction. Ability to receive detailed information through verbal communication, and to make fine discriminations in sound, such as when making find adjustments on machined parts.


    Feeling:           Perceiving attributes of objects, such as size, shape, temperature, or texture by touching with skin, particularly that of fingertips.


X  Repetitive       Substantial movements (motions) of the wrists, hands,

      Motion:           and/or fingers.


















Disagreeable job conditions to which the employee may be exposed and the frequency (e.g., continually, frequently, or occasionally) of this exposure.






                  OF EXPOSURE









Temperature extremes









Equipment movement hazard






Electrical shock



Significant work pace/pressure






Other (specify):                                 








Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed