Client Service Analyst
About The Position
Client Services Analyst (CSA) works daily analyzing electronic client files to maintain the accuracy of all enrollments, terminations and system data. The role involves analyzing electronic files such as client imports, carrier exports, carrier discrepancy reports, payroll exports, and deduction files. The CSA will post and analyze these files, follow processing procedures, and complete daily tasks. They are responsible for completing all processes, including Audits & Discrepancy Reports, in a timely manner and resolving them in a project tracking tool. The role also includes responding to and completing call center escalations (urgent updates) promptly, reviewing premium reconciliation for applicable clients, and processing dependent age outs and evidence of insurability approvals if assigned. The CSA will respond to the project management tool for any open items, regularly analyze internal system data to correct errors or discrepancies, and process payroll exports accurately and timely. Communication with insurance carriers is key for making updates and keeping eligibility in sync. The role involves addressing client service questions/issues, troubleshooting errors, and enrolling/terminating participant eligibility at each carrier. Professional communication via phone and email with clients and carriers is expected. The CSA is responsible for documenting and updating client processing procedures and documentation, assisting with Annual Enrollment testing, and reviewing audit results to correct identified accounts. Identifying and escalating issues to the appropriate party is also a crucial part of the role. Additional duties may arise in supporting administrative services.
Requirements
- Bachelor's Degree preferred
- Health and Wellness Benefit Administration
- Proficient in Microsoft Excel
Responsibilities
- 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.
- Trouble shoots 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.
Benefits
- health, dental and vision insurances
- retirement savings plan
- paid time off
- health savings account
- flexible spending accounts
- life insurance
- disability insurance
- tuition reimbursement
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
