Job Summary:
The purpose of this position is to promote sales and client retention through excellent customer
service within the Benefits department by assisting with Billing and Reconciliation and other financial
functions, such as auditing, planning, budgeting, cost control and projects.

Responsibilities:

• English –Spanish Language (Oral and writing 90 % or higher) (C1 or above)
• Must have a high school diploma
• At least 1 year of experience in Customer Service positions.
• This job adjusts to the Eastern Time Zone and follows a US holiday schedule.
• Excellent verbal and written communication skills. A genuine interest in working with and helping customers.
• Demonstrated experience in providing high levels of customer satisfaction and performance in a high transaction volume/high demand environment preferred.
• Good presentation and a polite, tactful and friendly character.
• Ability to interact with customers and all levels of internal personnel.
• Proficient knowledge of computer systems / software.
• Attention to detail.
• Adhere to attendance and punctuality standards. Work additional hours on as needed basis.
• Adapt to change and meet the changing demands of the work environment.
• Organizational, analytical, and problem-solving skills are essential.
• Ability to effectively handle multiple assignments is required.

Skills and Experience:

• Evaluates and analyzes financial data by collecting, monitoring, and creating reconciliations for all master plan carrier payments.
• Maintain master carrier payment checklist and variances reports.
• Examines data quality, applications, and functions.
• Analyzes records of present and past operations & trends for process improvement.
• Documents through Policies and Procedures for all processes and submits to management.
• Assists in preparation of special studies, projects, analyses, and makes recommendations in

areas such as Reconciliations, Discrepancies, automation, and business forecasts.

• Advises management on matters, such as discrepancies resolution and variances corrections.
• Communicates regularly and effectively with team members and management and

communicates results effectively to management.

• Supports master carriers with EDI transmission and resolving identified discrepancies or errors.
• Audits current enrollment records to ensure adherence to compliance requirements related to overage dependency or dependent classifications.

• English –Spanish Language (Oral and writing 90 % or higher) (C1 or above)
• Must have a high school diploma
• At least 1 year of experience in Customer Service positions.
• This job adjusts to the Eastern Time Zone and follows a US holiday schedule.
• Excellent verbal and written communication skills. A genuine interest in working with and helping customers.
• Demonstrated experience in providing high levels of customer satisfaction and performance in a high transaction volume/high demand environment preferred.
• Good presentation and a polite, tactful and friendly character.
• Ability to interact with customers and all levels of internal personnel.
• Proficient knowledge of computer systems / software.
• Attention to detail.
• Adhere to attendance and punctuality standards. Work additional hours on as needed basis.
• Adapt to change and meet the changing demands of the work environment.
• Organizational, analytical, and problem-solving skills are essential.
• Ability to effectively handle multiple assignments is required