Responsible for working closely with Regional Sales Offices to ensure the timely and accurate development and delivery of all electronic new client Implementation Kits, and related materials. Processes all paper list-billed employee updates while providing training, guidance and support in this area to field offices, clients and their service providers in both the paper and on-line billed environment. Assists in the review and resolution of exceptionand anomalies reflected on daily and monthly reports as they relate to miscellaneous JSOX controls. Manages and supports a variety of projects and processes related to Central Services initiatives and Service Excellence.
Duties and Responsibilities:
Provides support and subject matter expertise to the National Service Organization (NSO) for new and existing policyholders to ensure successful implementation.
Creates and delivers new policyholder administrative kits in an accurate and timely manner.
Interfaces with IS and the NSO to develop solutions to brokers and clients specific needs, and to proactively communicate/document potential issues.
Coordinates with other functional departments as needed, in order to complete implementations and projects on or ahead of schedule.
Documents all implementation information via shared file folders and provides data when required for departmental metric reporting.
Coordinates updates and maintains Plan Administrator Guide documents.
Facilitates process for initial set-up, testing and monthly vendor file upload for list bill clients.
Processes employee change/add/termination requests on paper list-billed policies received via Service Cloud, RPS, Billing Services,Admin Changes and personal email boxes; this requires an in-depth knowledge of product offerings, contractual requirements and policy specific plan designs.
Provides education, guidance and support to online clients and their service providers with respect to processing employee updates and basic online enrollment support for tasks such as adding coverage and updating elections.
Monitors and resolves all items submitted by our third party premium processor queue.
Handles customer inquiries and complaints regarding billing issues received from our clients, brokers and field offices in a timely and professional manner.
Reviews and verifies the result of changes made to employee coverage and premium amounts prior to releasing bills/rebills.
Works directly with other internal departments, particularly Underwriting and Medical Underwriting, on the validation and approval of requested employee changes that fall outside standard coverage and timeframe limits.
Processespolicyholder address changes in VUE that have not properly fed from PACS; on a monthly basis, parses and distributes the rejected email address report to the individual Regional Service Manager for review and update.
Assists in the analysis, research and disposition of various daily & monthly JSOX / Quality Control reports.
Supportsbilling systems enhancements and product development initiatives by actively participating in user acceptance testing.
Supports various training, marketing and ad hoc projects as assigned by management.
Assumes additional responsibilities as needed.
Education, Qualifications and Experience:
Bachelors Degree in Accounting or Finance strongly preferred.
Minimum of two (2) years directly related employee benefits or group insurance industry experience strongly preferred.
Minimum of two (2) years experience in a high volume premium processing and billing operation.
Must be able to understand the intricacies of List Bill and Self-Administered premium processing.
Superior analytical and problem solving experience in a transactional financial environment is required.
Underwriting knowledge and strong basic mathematical skills are required.
Strong written and superior oral communication skills required.
Proficient in Microsoft Office products.
Professional business demeanor and the ability to work in a fast-paced, entrepreneurial capacity with minimal supervision are required.
Superior organization skills are required. Must be detail oriented.