Client Setup Analyst Position Available In Philadelphia, Pennsylvania

Client Setup Analyst Independence Blue Cross – 3.7

Philadelphia, PA Job Details Estimated:

$52.5K – $77.9K a year 1 day ago Benefits Dental insurance Vision insurance Qualifications Underwriting iOS Mid-level Microsoft Office Bachelor’s degree Organizational skills Associate’s degree 2 years Time management Full Job Description Bring your drive for excellence, teamwork, and customer commitment to Independence. Join us as we renew and reimagine the future of health care. Together we will achieve our mission to enhance the health and well-being of the people and communities we serve. The Client Setup Analyst is responsible for setting clients up in the group setup and benefit administration system. This includes new sales, renewal changes, cancellations and maintenance of the client’s account setup. The Client Setup Analyst investigates and resolves client setup issues.

Responsibilities:

1. Specialist 2. Standard Associate Duties 3. Specific Duties 4. Setup groups in the group and benefits administration systems, including medical, pharmacy, dental and vision benefits. 5. Communicate with Sales or Brokers to understand the client’s benefits purchase and execute the setup. 6. Handle internal processes, including but not limited to reviewing customer records for accuracy to process the groups, re-entry of improper input into the system and resolution of any other operational or internal systems issues that may arise 7. Understanding of corporate and departmental policies and procedures 8. Responsible for making the determination, based on information gathered, that the case can be accepted and forwarded for processing, or requires further review 9. Conform with the plans, policies, and procedures established by Sales Management 10. Ensure all Underwriting guidelines are met, rate quotes are correct, and determine if additional underwriting is required 11. Determine new clients meet new sale underwriting guidelines and set client up in the system 12. Understand renewal change requested by client and execute change in system 13. Execute cancellations and maintenance of a group account 14. Inform Enrollment and Billing teams of enrollment and billing actions needed 15. Investigate and resolve client setup issues in core platform systems 16. Investigate and resolve pharmacy setup issues. Resolve access to care for members in pharmacy benefit system 17. Partner with benefit administration vendors to investigate and resolve issues 18. Meet departmental production and quality requirements 19. Prepare quality control documentation submitted to the processing areas for group set-up and changes 20. Develop and maintain a strong business relationship with the internal customers of the IBC Family of Companies, including but not limited to, Underwriting, Sales, Marketing, Enrollment, Customer Service, and any other areas involved in the process. 21. Responsible for broker setup. Connect the client groups to the correct broker in the broker commissions system. Resolve broker setup discrepancies and address the broker inquiries and concerns. 22. Researches and resolves group setup issues for medical, pharmacy, dental and vision benefits. 23. Resolve problems, identify trends and educate customers as needed 24. Perform quality audit of all documentation provided for group/customer set-up and coordinate missing materials when needed 25. Audit all incoming materials and maintain complete documentation in regard to issue resolution for broker community, external clients and the departments 26. Handle errors and internal/external issues in a timely and effective manner to maintain turnaround times for completion of customer/group set-up 27. Provide technical assistance and guidance to Sales and other areas relative to the new business enrollment process: implementation of new groups, new customers, benefit changes, group structure and general customer issues 28. Responsible for implementation of new groups, benefit changes and cancellations 29. Understand customer requirements document issues or tasks and work closely with Sales to meet customer expectations 30. Research and troubleshoot benefits and any other issues related to group set-up 31. Represent Client Setup team in cross functional internal and vendor meetings 32. Perform additional duties as assigned

Qualifications:

A. Associate degree required, Bachelor’s degree preferred, or must have 2-3 years relevant experience B. Excellent time management and organizational skills required. Ability to prioritize workload and meet deadlines in a fast-paced environment with some supervision. Flexibility and adaptability is a must. Willingness to be cross trained is required to assist other team members. Strong communications skills required – position interacts with all levels of management and may communicate with external clients as well. Must be strong problem-solver and be able to follow-up and take an issue to resolution. Aptitude to understand benefits and Underwriting rating methodology.

Some critical thinking skills:

Capability to understand Underwriting guidelines and apply them. High level technical aptitude required – ability to use Microsoft Office and to learn proprietary and vendor systems. High level of professionalism is necessary to progress. C. Minimum 2-3 years relevant experience required

Hybrid:

Independence has implemented a “Hybrid” model which consists of Associates working in the office 3 days a week (Tuesday, Wednesday & Thursday) and remotely 2 days a week (Monday & Friday). This role is designated as a role that fits into the “Hybrid” model. While associates may work remotely on our designated remote days, the work must be performed in the Tri-State Area of Delaware, New Jersey, or Pennsylvania. IBX is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to their age, race, color, religion, sex, national origin, sexual orientation, protected veteran status, or disability Must have an Android or iOS device which is compatible with the free Microsoft Authenticator app.