Account Coordinator, Stop Loss

ESSENTIAL JOB DUTIES AND RESPONSIBILITIES

• Understands and assists with Monthly Claims Exhibits; as needed
• Complete new client set-up (New Form, notify teams, implement reporting, notify stop loss carrier, build folder)
• Responsible for reporting back action items from weekly team calls
• Engages in regularly scheduled trainings and collaboration sessions
• Assist with inputting the premium and reimbursements for previous year into Budget Projection workbook
• Tracks and manages all open items (outstanding premium issues, missing reporting, outstanding reimbursement updates to teams, etc.)
• Conducts an audit of reporting received post placement
• Assists with client questions, issues and/or problems by investigating first and then seeking confirmation from Manager
• Responsible for ensuring client data is validated and up-to-date (contacts, etc.)
• Completes Client Information Questionnaire based on Strategy calls and/or sends to Core team to complete
• Collects RFP Data Request information and reviews for accuracy
• Sends RFP to Manager for review prior to sending to market
• Updates Marketing Tracker with progress
• Collects, reviews and saves RFP responses with the proper naming convention in the client's folder
• Enters carrier responses into Renewal Package, as well as Claims and Premium Experience
• Requests Clinical Reviews for firm deliverables
• Assists with stop loss policy implementation
• Completes Phase 1 of Audits
• Responsible for completion of 1/1 claims policy reconciliations
• Participates in various workgroups that push forward practice initiatives