What are the responsibilities and job description for the Business Operations Specialist position at JTS Financial?
Job Summary:
The Administrative Services Specialist plays a critical role in ensuring the smooth operation of all services provided to clients. This position requires proactive monitoring and management of client services, including eligibility, notice generation, payment and claims processing, and customer service.
Key Duties and Responsibilities:
• Serve as primary point of contact for customer service to clients and their employees
• Identify and escalate issues to internal and vendor teams as necessary
• Collaborate with the team to maintain efficiency, accuracy, and compliance in daily operations
• Support strategic company goals by contributing to objective development and initiative execution in collaboration with the VP of Administrative Services
• Manage eligibility management processes, adhering to established protocols for enrollments, including manual, SFTP, and Data Exchange with vendors
• Process claims efficiently and accurately, including daily NACHA file processing
• Work collaboratively with Broker Account Management teams and the AS department to ensure timely and accurate enrollment processing for existing clients
• Intake, monitor, and process payments from clients for FSA-related business and COBRA payments from individuals
• Resolve NSF/Return and IDV-OFAC inquiries flagged by vendors, working closely with internal teams as needed
Requirements:
• Excellent communication and interpersonal skills
• Experience with Microsoft Office
• Knowledge of banking mechanisms related to department services
• Regulatory knowledge of benefit-related regulations, such as ERISA, Section 125 Plans, COBRA, HIPAA, and ACA
• Familiarity with Benefit Administrative Systems, including Selerix, Employee Navigator, Web Health systems, and Retiree Billing systems
• Prior experience in employee benefits within a company or broker/agency setting, with Third Party administrative experience preferred
• Ability to sit for and pass resident life, health, and accident insurance license within 60 days of hire, if not already obtained
• 5 years of customer service experience with increased responsibility
• Proficiency in Excel
• Strong time management skills
• Understanding of Section 125, COBRA, FMLA, and Payroll
Attendance and Travel Requirements:
Daily attendance is required during normal business hours, with occasional in-person and/or hybrid attendance for company meetings or client visits. The Company reserves the right to require in-person attendance at the worksite at any time, which may become an essential job function to increase productivity, develop teamwork, conduct training, address customer needs, or accomplish other valid business goals.
The Administrative Services Specialist plays a critical role in ensuring the smooth operation of all services provided to clients. This position requires proactive monitoring and management of client services, including eligibility, notice generation, payment and claims processing, and customer service.
Key Duties and Responsibilities:
• Serve as primary point of contact for customer service to clients and their employees
• Identify and escalate issues to internal and vendor teams as necessary
• Collaborate with the team to maintain efficiency, accuracy, and compliance in daily operations
• Support strategic company goals by contributing to objective development and initiative execution in collaboration with the VP of Administrative Services
• Manage eligibility management processes, adhering to established protocols for enrollments, including manual, SFTP, and Data Exchange with vendors
• Process claims efficiently and accurately, including daily NACHA file processing
• Work collaboratively with Broker Account Management teams and the AS department to ensure timely and accurate enrollment processing for existing clients
• Intake, monitor, and process payments from clients for FSA-related business and COBRA payments from individuals
• Resolve NSF/Return and IDV-OFAC inquiries flagged by vendors, working closely with internal teams as needed
Requirements:
• Excellent communication and interpersonal skills
• Experience with Microsoft Office
• Knowledge of banking mechanisms related to department services
• Regulatory knowledge of benefit-related regulations, such as ERISA, Section 125 Plans, COBRA, HIPAA, and ACA
• Familiarity with Benefit Administrative Systems, including Selerix, Employee Navigator, Web Health systems, and Retiree Billing systems
• Prior experience in employee benefits within a company or broker/agency setting, with Third Party administrative experience preferred
• Ability to sit for and pass resident life, health, and accident insurance license within 60 days of hire, if not already obtained
• 5 years of customer service experience with increased responsibility
• Proficiency in Excel
• Strong time management skills
• Understanding of Section 125, COBRA, FMLA, and Payroll
Attendance and Travel Requirements:
Daily attendance is required during normal business hours, with occasional in-person and/or hybrid attendance for company meetings or client visits. The Company reserves the right to require in-person attendance at the worksite at any time, which may become an essential job function to increase productivity, develop teamwork, conduct training, address customer needs, or accomplish other valid business goals.
