Description/Comment:

The ideal candidate will be responsible for the timely and accurate completion of key tasks supporting the successful implementation of new Small Business Clients with and/or on behalf of a team of Implementation Specialists. Responsibilities during this assignment can include:

Execute the preliminary steps to build a new client structure for implementation requests routed through shared Salesforce queue; using standard client set-up guideline(s) and process(es)

Initiation of and accurate and timely tracking for all completed tasks using proprietary Salesforce Implementation Tracker Project Management tool

Benefit set-up validation in core Facets system and communicating to implementation owners any discrepancies with expected outcome

Execution of new client online portal access set-up; includes sending the appropriate communication email templates, tracking status and reporting any identified issues.

Monitor team shared Outlook mailbox for incoming membership documents sent from clients, brokers or Third Party Administrators (TPA’s)

Review incoming membership documents (Microsoft Excel and Word) to confirm accuracy in formatting and validity of data; includes communicating when updates are needed for successful membership enrollment and/or submission for processing.

Characteristics of an ideal candidate:

Ability to learn and adopt new processes quickly and with ease

Ability to work remotely and autonomously

Accustomed to working in a high-paced, high-volume environment

Strong attention to detail

Medium-Advance level of expertise with Microsoft Excel

Proficient with Outlook

Familiar with Cloud-based applications (i.e. OneDrive)

Ability to multi-task and perform duties using multiple sources or systems; Data Entry experience preferred

Ability to clearly articulate findings, issues or concerns requiring resolution

LOOKING FOR CANDIDATE WITH A LOT OF EXCEL EXPERIENCE-would love someone with Medicare/Medicaid knowledge as well

PRESCREEN AND DATA ENTRY SCORE REQUIRED

Note :

Hours: M-F/Full-Time; 8-4:30 (30-Minute lunch)

HYBRID - 2-3x a week.

Must be able to come into office for computer pick up and training and if directive is otherwise given.

Must have adequate WFH space and follow all client remote protocol.