Job Description

BTVK Advisory is a leading advisory firm whose specialized professionals guide clients through an ever-changing business world, helping them win now and anticipate tomorrow. BTVK Advisory, and its affiliated entities, have operations in North America, South America, Europe, Asia, and Australia. BTVK Advisory’s ultimate parent entity, Baker Tilly US, LLP, is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

To be added to all ET through Experienced requisitions Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Responsibilities:

• Enter and process reimbursement account claims with a high degree of accuracy and attention to detail

• Review and substantiate claims documentation to ensure compliance with plan guidelines and IRS regulations

• Analyze claim submissions and determine appropriate outcomes based on established procedures

• Respond to claim-related inquiries through an internal ticketing system in a timely and professional manner

• Resolve tickets related to claims processing, eligibility, and documentation requirements

• Identify and escalate complex or high-risk claims issues to leadership as needed

• Support process improvement initiatives and participate in quality assurance activities

• Meet daily productivity and quality standards for claims processing and ticket resolution

• Perform other duties as assigned

Qualifications:

• Bachelor's degree required

• Minimum 1 year of experience in data entry, claims processing, benefits administration, insurance, or a related field

• Strong attention to detail and ability to interpret documentation and guidelines • Experience working with ticketing systems or case management tools preferred

• Proficiency in Microsoft Office (Excel, Outlook, Word)

• Strong organizational and time management skills with the ability to manage multiple priorities

• Effective written communication skills (role is not client-facing but requires clear internal communication)

• Ability to work independently in a structured, process-driven environment