The Phia Group’s “Phia Group Consulting” or “PGC” team is responsible for providing guidance to employers, health benefit plans, insurance carriers, brokers, claims processors, and third party administrators. This organization does everything from reviewing applicable laws to ensure benefit plan compliance, to drafting benefit plan documents (policies). From aiding decision makers in assessing complicated scenarios to researching rules and regulations, our consultants are constantly challenged by this thrilling industry.

As an Intake Specialist, you will primarily act as a liaison between PGC and its clients. The project coordinator represents the first point of contact for contracted clients and prospects across multiple lines of business. The ideal candidate must thrive working independently with limited supervision, routing tasks through each line of business’ work flow, anticipate client (and PGC’s) needs, and communicate clearly and concisely in writing and over the phone. Additionally, the employee must be able to manage tasks in in a fast-paced environment with a superior level of organization.

At The Phia Group, whose mission is to provide high quality yet affordable healthcare to American employees and their dependents, you can look forward to not only exceptional benefits for yourself but also being immersed in a company that has been named one of USA Today’s top workplaces for 2024. We believe that this distinction, which stems from the fourth-annual survey co-sponsored by Energage and USA Today, reflects our unwavering commitment to upholding an internal culture of inclusivity, enjoyment, and empathy for our valued employees.

The Phia Group is committed to fostering, cultivating and preserving a culture of diversity and inclusion. With this in mind, we always seek to attract and develop candidates who share our passion for the healthcare industry and our commitment to diversity and inclusion. We encourage applicants who share that passion to explore this opportunity to join our dynamic team.

Note: This is an onsite position, but we can provide a flexible teleworking schedule if appropriate.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

• Respond to clients in a prompt manner, and prioritizes requests and inquiries, remaining exceptionally organized in a fast-paced environment.
• Act as a liaison with other departments and outside agencies.
• Receive projects requests and inquiries from clients via email and telephone, logging into proprietary tracking software and moving requests through the proper work flow.
• Ensure positive client experience through professional demeanor on the telephone and through e-mail.
• Anticipate client issues, questions, and inquiries and work with internal contacts to resolve matters.
• Prepare written responses to correspondence containing routine inquiries.
• Compile data and prepare recurring and ad hoc reports, using word processing, spreadsheets, database, and/or presentation software (i.e. MS Word, Excel, Microsoft Outlook and other programs).
• Schedules and coordinates internal and external meetings. Prepares agendas, materials, ensures notes are logged, and follow up tasks are logged in proprietary software.
• Log project files in electronic filing system and keep all matters updated and current.
• Collaborate with Data Analyst to identify process improvement opportunities and implement changes.
• Maintain and routinely audit standard operating procedures and templates for responsible lines of business.

Experience and Qualifications

• High School diploma or GED required. Bachelor's degree preferred.
• 0-2 years related work experience required. Plus: experience in healthcare, insurance, and legal fields.
• Excellent attention to detail with the ability to multi-task.
• Excellent written and verbal communication skills. Must be able to communicate with all levels of staff, vendors and clients.
• Ability to analyze data, draw conclusions, and share insightful takeaways.
• High level of proficiency in Microsoft Word, Outlook and Excel is required.
• Outstanding organizational, interpersonal, and administrative skills.
• Must be self-motivated and able to meet deadlines under pressure.
• Must have the ability to work as part of a team, as well as to work independently.
• Bonus: basic knowledge of health care and insurance terminology.

Working Conditions / Physical Demands

Sitting at workstation for prolong periods of time. Extensive computer work. Workstation may be exposed to overhead fluorescent lighting and air conditioning. Fast paced work environment. Operates office equipment including personal computer, copiers, and fax machines.

This job description is not intended to be and should not be construed as an all-inclusive list of all the responsibilities, skills or working conditions associated with the position. While it is intended to accurately reflect the position activities and requirements, the company reserves the right to modify, add or remove duties and assign other duties as necessary.

External and internal applicants, as well as position incumbents who become disabled as defined under the Americans with Disabilities Act, must be able to perform the essential job functions (as listed here) either unaided or with the assistance of a reasonable accommodation to be determined by management on a case-by-case basis