What are the responsibilities and job description for the Enrollment and Billing Specialist position at Risk Strategies?
The Enrollment and Billing Specialist manages the enrollment process and billing operations for insurance benefits. This role involves interacting with clients, processing insurance applications, handling billing inquiries, and ensuring accuracy in all transactions. The specialist works closely with insurance brokers and clients to facilitate smooth enrollment and billing experiences.
In this role you will:
Manage the Enrollment Process by:
- Assisting clients in completing insurance applications and enrollment forms, verifying eligibility maintaining accurate and up-to-date records of client enrollments, working with insurance carriers to resolve enrollment issues and processing enrollments and terminations through carrier portal and/or employer online platform
- Attending on-site Open Enrollment Meetings to assist with on-line enrollment (Bentek Assistance)
- Attending Health and Wellness Fairs
Handle Billing Operations:
- Process and review insurance premiums and billing statements, manage invoicing and ensure timely collection of payments
- Address billing discrepancies and resolve any issues with clients or carriers.
- Monitor account balances and perform account reconciliations.
- Work processes related to claims reporting, funding reports, clinic billing and carrier invoice
Provide Superior Customer Service:
- Provide exceptional customer service to clients regarding enrollment and billing inquiries.
- Educate clients on their insurance benefits and billing procedures.
- Assist with resolving complaints and ensuring client satisfaction.
Handle Compliance and Reporting:
- Ensure compliance with insurance regulations and company policies.
- Generate and review reports related to enrollment and billing activities.
- Maintain confidentiality of client information and data security.
Collaborate With and Across Teams:
- Work closely with insurance brokers and other team members to streamline processes.
- Provide support for special projects and initiatives related to insurance benefits.
- Coordinate Agenda and meeting packets
- Attend monthly Board Meetings, send out monthly Agenda and take minutes (SLCFD)
Qualified Candidates will Posses:
- Florida 2-15 Insurance Licensing required
- High school diploma or equivalent; additional certification in insurance or billing preferred
- Proven experience in enrollment and billing, preferably in an insurance or benefits brokerage setting
- Strong understanding of insurance policies, benefits, and billing procedures
- Excellent organizational and multitasking skills
- Proficiency in MS Office and insurance management software
- Strong communication and customer service skills
Work Environment:
This is an in-office position that will require travel for Open Enrollment sessions. The environment is fast-paced with deadlines and a high volume of transactions.
Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and nearly 5,300 employees across the US and Canada.
Our industry recognition includes being named a Best Places to Work in Insurance for the past five years (2018-2022) and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.
Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page:
www.risk-strategies.com/careers
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