Address
Form of work
SalaryAbout the Team/Role
Client Services Analyst (CSA) works daily analyzing electronic client files to maintain the accuracy of all enrollments, terminations and system data.
How you'll make an impact
- Analyze electronic files – client imports, carrier exports, carrier discrepancy reports, payroll exports and deduction files.
- Post and analyze imported and exported files.
- Follow processing procedures and schedule to complete daily tasks.
- Complete all processes (including Audits & Discrepancy Reports) timely and resolve them in project tracking tool.
- Respond to and complete call center escalations timely (urgent updates).
- Complete review of premium reconciliation for all applicable clients.
- Complete Dependent Age Outs and Evidence of Insurability Approvals if assigned to client. • Respond to project management tool on any open items.
- Regularly analyze internal system data and correct any errors or discrepancies and errors as found. • Process payroll exports to be performed with accuracy and in a timely manner.
- Communicates directly with insurance carriers to make updates and keep eligibility in sync. • Works daily on client service questions/issues and responsible for following up with the correct answers to the client, participant or team.
- Troubleshoot any errors on the files as well as enrolling and/or terminating participant’s eligibility at each carrier.
- Ability to interface professionally with clients and carriers' phone and email.
- Responsible for documenting and updating client processing procedures and documentation. • Assist with Annual Enrollment testing as necessary.
- Reviews Audit results and correct any accounts that are identified by the audits.
- Identify issues and communicate/escalate to the appropriate party.
- Additional job duties as assigned
Experience you'll bring
- Customer/Client service
