Intake Analyst

OneDigitalRemote-Florida, FL
Onsite

About The Position

At OneDigital, we are on a mission to help people do their best work and live their best lives. We are looking for a Health Underwriting Intake Analyst to evaluate client-submitted data for prospective businesses wishing to potentially join the client’s master health plan. This role is crucial in setting risk-based pricing, securing missing information, identifying data inconsistencies, entering data into underwriting tools, and communicating directly with clients and insurance carrier partners. Duties are particularly time-sensitive, requiring that all new underwriting requests are reviewed within 1-3 hours of receipt. The role requires the ability to manage and accommodate specific clients, including a broad range of disciplines from entry-level to senior leadership.

Requirements

  • High attention to detail
  • Strong business communication skills
  • Ability to quickly learn new processes and manage multiple tasks simultaneously
  • Ability to work well as a self-starter, both independently and as part of a team
  • High degree of responsibility and autonomy
  • Proficiency in Microsoft Excel and MS Outlook
  • Must be eligible to work in the United States without the need for work visa or residency sponsorship.

Nice To Haves

  • Prior individual, small group or large group medical underwriting is preferred
  • Health insurance agency / brokerage experience is preferred
  • Working knowledge of the Affordable Care Act is preferred
  • Experience working within the PEO and/or Association industry
  • Understanding HIPAA rules and regulations

Responsibilities

  • Evaluates data submitted from businesses interested in PEO health benefits to set risk-based pricing.
  • Secures any missing information.
  • Identifies inconsistencies in data.
  • Enters data into underwriting tools.
  • Communicates directly with clients and insurance carrier partners.
  • Reviews all new underwriting requests within 1-3 hours of receipt.

Benefits

  • Health, wellbeing, retirement, and other financial benefits
  • Paid time off
  • Overtime pay for non-exempt employees
  • Robust learning and development programs
  • Reimbursement of job-related expenses per the company policy
  • Employee perks and discounts
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