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Configure group setups in the group and benefits administration systems, covering medical, pharmacy, dental, and vision benefits.
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Collaborate with Sales or Brokers to comprehend client benefit purchases and execute the setup accordingly.
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Manage internal processes, including data accuracy review, system input correction, and resolution of operational and internal system issues.
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Ensure compliance with corporate and departmental policies and procedures.
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Evaluate cases for processing eligibility based on gathered information and further review needs.
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Adhere to plans, policies, and procedures established by Sales Management.
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Verify that all underwriting guidelines are met, rate quotes are accurate, and determine the need for additional underwriting.
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Set up new clients in the system based on new sales underwriting guidelines.
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Implement renewal changes requested by clients and update the system accordingly.
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Handle cancellations and maintain group account data.
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Communicate enrollment and billing actions required to Enrollment and Billing teams.
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Investigate and resolve client setup issues within core platform systems.
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Resolve pharmacy setup issues and ensure access to care for pharmacy benefit system members.
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Collaborate with benefit administration vendors to investigate and resolve issues.
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Meet departmental production and quality requirements.
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Prepare and submit quality control documentation for group setup and changes to processing areas.
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Cultivate strong business relationships with internal stakeholders, including Underwriting, Sales, Marketing, Enrollment, and Customer Service.
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Manage broker setup, linking client groups to the correct broker in the broker commissions system, and addressing setup discrepancies and inquiries.
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Research and resolve group setup issues for medical, pharmacy, dental, and vision benefits.
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Address problems, identify trends, and provide customer education as needed.
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Conduct quality audits of all documentation related to group/customer setups and coordinate missing materials.
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Audit incoming materials and maintain comprehensive documentation for issue resolution within the broker community, external clients, and departments.
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Resolve errors and internal/external issues promptly to maintain turnaround times for customer/group setups.
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Offer technical assistance and guidance to Sales and other areas regarding the new business enrollment process.
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Handle the implementation of new groups, benefit changes, and cancellations.
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Understand customer requirements, document issues or tasks, and collaborate closely with Sales to meet customer expectations.
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Investigate and troubleshoot benefits and other issues related to group setup.
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Represent the Client Setup team in cross-functional internal and vendor meetings.
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Perform any additional duties as assigned.
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Associate degree is required; a Bachelor's degree is preferred, or equivalent 2-3 years of relevant experience.
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Exceptional time management and organizational skills are essential.
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The ability to prioritize tasks in a fast-paced environment with minimal supervision.
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Adaptability, as well as the willingness to cross-train to support team members.
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Strong communication skills to interact effectively with management and external clients.
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Proficiency in problem-solving, with a commitment to issue resolution.
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Aptitude for understanding benefits and underwriting rating methodologies.
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Critical thinking skills and the ability to comprehend and apply underwriting guidelines.
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High technical aptitude, including proficiency in Microsoft Office and quick learning of proprietary and vendor systems.
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Professionalism to progress and thrive in the role.