Representative, Enrollment II

Duties

Responsible for daily workflow activities to include the following membership/enrollment activities: processing of applications for new enrollments, terminations/cancellations, changes, renewals, database updates, and/or monthly billings.

• 50% Receives and logs subscriber and member enrollment applications to the system. Processes/keys complex applications including new enrollments, terminations/cancellations, changes, and renewals. Updates all electronic enrollment files. Works edit/error reports generated from membership transactions.
• 15% Works with multiple operational areas to ensure relevant/appropriate group structure, status, benefits, and/or billing. May prepare and issue contracts, benefit books, and standard and custom .
• 15% Responds to and resolves customer inquiries. Contacts plan administrators and internal and external customers to resolve issues/problems.
• 10% Trains new staff and updates/maintains accurate desk procedures. Assists with problem resolution.
• 10% Coordinates monthly billing and preparations of monthly invoices. May print, register, and mail monthly bills.

• Ability to acquire knowledge of the membership system.
• Good judgment.
• Effective customer service and organizational skills.
• Demonstrated proficiency in spelling, punctuation, and grammar skills.
• Ability to persuade, negotiate, or influence others.
• Analytical or critical thinking skills.
• Ability to handle confidential or sensitive information with discretion.

Required Software and Tools:
Microsoft Office.

• Computer systems support knowledge.
• Knowledge of booklet  preparation, underwriting enrollment regulations, contract formats.
• Knowledge of state and federal laws related to private business types of insurance.
• Knowledge of standard benefit structures.

Preferred Software and Tools:
Working knowledge of database software.

Typical office environment. Travel between office buildings. Moving/carrying of boxes/materials.