Group Set-Up Specialist (50519)

Job Description Summary

Responsible for set-up and rate structure of new groups, maintaining and updating existing groups/clients for Western Growers Assurance Trust (WGAT), and Pinnacle Claims Management Inc. (PCMI) using the Health Care Processing System (HCPS). Incumbent will provide management and maintenance for all new business changes, including the set-up and structure of Flexible Spending Account (FSA) groups. This position will research and analyze group documents to ensure accurate set-up and invoicing.

Duties And Responsibilities

System Management and Maintenance

• Use a bulleted list to list all of the duties and responsibilities under this role.
• Setup and entry of all new business and group changes for the HCPS for WGAT and PCMI for all plan types.
• Accurate entry of all renewal plan and rate changes for all accounts.
• Maintain accuracy of membership designation and fees on HCPS.
• Set-up, enrollment and auditing of new Section 125/105 (FSA/HSA) accounts on the HCPS.
• Research and analyze documentation pertaining to new or existing accounts.
• Create recommendations for account structures relating to billing and invoicing using the HCPS system.
• Complete all financial adjustment paperwork to accounts that have modifications that create a financial impact.
• Manage the invoice process.
• Setup the client online system and the vendor remit system.
• Audit all information entered into the HCPS, Client Online, and Vendor Remit system for accuracy.
• Resolve Group Setup and/or billing as they arise.
• Consistently meet processing cycle time standards and production due dates as set forth by management.

Reporting

• Develop and maintain Group Setup status and production reports for Management.
• Generate sample invoice reports, plan audit reports and census reports as needed.
• Generate specialized reports.
• Identify inefficiencies within the established processes and suggest possible solutions to save time, reduce risk, and/or reduce expenses.
• Create and document Standard Operating Procedures (SOP's).
• Identify, initiate and implement process improvements and/or innovation.

Customer Service

• Resolve Group Setup and/or billing issues as they arise.
• Serve as representative of Western Growers/PCMI displaying professionalism, knowledge, customer service and discretion in all interactions with other members of the Western Growers/PCMI community and their customers.
• Consistently meet processing cycle time standards and production due dates as set forth by management.

Other

• Utilize all capabilities to satisfy one mission - to enhance the competitiveness and profitability of our members. Do everything possible to help members succeed by being curious and striving to understand what others are trying to achieve, planning, and executing work helpfully and collaboratively. Be willing to adjust efforts to ensure that work and attitude are helpful to others, being self-accountable, creating a positive impact, and being diligent in delivering results.
• Maintain internet speed of 40 MB download and 10 MB upload and router with wired Ethernet.
• Maintain a HIPAA-compliant workstation and utilize appropriate security techniques to ensure HIPAA-required protection of all confidential/protected client data.
• Maintain and service safety equipment (e.g., smoke detector, fire extinguisher, first aid kit).
• All other duties as assigned.

Physical Demands/Work Environment

The physical demands and work environment described here are representative of those that must be met by an employee to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to communicate with others. The employee frequently is required to move around the office. The employee is often required to use tools, objects, and controls. This noise level in the work environment is usually moderate.