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Client Coordinator-Hawaii
3 months ago
SUMMARY: The Client Coordinator will support the Client Services Team in serving and responding to clients’ needs on a daily basis.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Client, broker, carrier, and internal requests: Most come in via email—some via phone call.
a) Assistance with processing adds, terms, changes; sometimes requiring back end corrections (large volume for Hawaii), some requiring urgent updates with carriers
b) Addressing miscellaneous questions that span member education on using MHB and contacting carriers, resolving file feed issues, coordinating one-off billing line items.
c) Running reports or advising on how to utilize MHB reports to fulfill Hawaii office requests or carrier census files, often related to Hawaii marketing to new carriers
d) Requests to assist with setting up new EDI integrations—both imports and exports pertaining to MHB.
e) Billing/payroll questions (usually explaining timing)
f) COBRA adds, terms, and changes in MHB (when needed)
Open Enrollment preparations:
a) Creating Open Enrollments in MHB, configuring OE Manager, setting up OE TIPS.
b) Annual Mailings (Summary Annual Reports, Annual Funding Notices, Open Enrollment Packets, annual PAR notices.
Billing and eligibility discrepancies: Most are for Hawaii, we often collaborate with our EDI and Billing Reps to resolve issues.
Hawaii hours/eligibility loads: These are monthly processes but with multiple pieces/steps that must be touched throughout the month, adding to daily tasks.
Monthly Hours processing:
a) Follow up with Trust Fund Office (TFO) team on monthly hours and contributions.
b) Assist with TFO office hours file QA.
c) Ensure all source files get to EDI to save on G: drive
Submit request to IT for hours processing. Monitor to ensure processed by deadlines.
a) Masons: 1st file due by the 5th of each month. IT sends transmittals. Additional hours file due by 10th of each month. IT sends additional transmittals.
b) Carpet Layers, Tapers, Painters: Due by 2nd or 3rd. IT sends transmittals. Coordinate TFO office deadline and processing between IT, EDI, and Acctg for ASB file transfer, due 2 business days before 9th of each month. Additional Hours file due by 10th of each month. IT sends additional transmittals.
c) AFL – All hours and contributions due by 10th of each month, Create TIPS request and monitor hours load so deadlines are met. COBRA needs to be notified by 25th of every month to ensure COBRA notices are sent.
d) Teamsters – All hours and contributions due by 10th of each month, Create TIPS request and monitor hours load so deadlines are met. Additional Hours file due by 25th of each month. Notify COBRA to send notices.
e) Stevedores – No monthly hours load, monitor incoming eligibility requests from the Hawaii office. Typically, backend corrections will be processed in the system on a regular basis.
f) IATSE - All hours and contributions due by 10th of each month, Create TIPS request and monitor hours load so deadlines are met. Self-Pay file to Hawaii office by 20th of the month, monthly eligibility letters sent by the 23rd of the month.
Monthly eligibility reports and letters. Note: Eligibility letters requires CM team to create merged letters. Applies to IATSE, Carpet, Tapers, and Painters.
Annual audits – needs follow up, monitoring and coordination with all parties – IT, QA, Acctg, TFO office.
Renewals – Carrier premium rate changes in MHB. Employer contracted rate changes go to IT. Note: Employer rate changes are usually mid-month and require medication to transmittals to include old and new rates.
Billing – monitor and coordinate with carriers and accounting.
Day to Day – Inquiries from TFO/Folsom office and carriers. MBH system and data updates.
Knowledge, Skills, & Abilities:
• Strong computer skills, including Word, Excel, and Outlook
• Excellent verbal and written communication skills
• Good analytical skills
• Positive problem-solving skills.
• Ability to provide effective leadership in all aspects of position.
• Must be dependable and maintain excellent attendance and punctuality.
• Ability to grow with changing demands of the position and the company
Supervisory Responsibilities: This job has no supervisory responsibilities.
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience: High School diploma or G.E.D; and minimum of 6 months related experience and/or training; or equivalent and any combination of education, training, and/or experience, which demonstrates ability to perform the duties described
Language Skills: Ability to read, speak, and write effectively in English. Ability to interpret documents such as safety rules, memos, letters, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before customers or employees of organization. Ability to effectively address or resolve customer service issues within guidelines of the position.
Mathematical Skills: Ability to add and subtract, multiply and divide with 10's and 100's.
Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
Certificates, Licenses, Registrations: Valid, class C license in state working with no adverse driving record.
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to sit and stand; walk and use hands to finger, handle, or feel. The employee is frequently required to reach with hands and arms and talk or hear. The employee may frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus.
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
Company DescriptionEstablished in 1993, Benefit & Risk Management Services, Inc. (BRMS) is a leading benefit administrator and healthcare risk manager that delivers innovative technology and administration solutions to control rising healthcare costs.One of the first to introduce employee benefit administration technology solutions, our services are powered by our exclusive Virtual Benefits Administration System (Vbas) a proprietary database and administration system that allows employers to save time and money by automating management of the benefit supply chain and empowering employees to self-service their benefitsCompany DescriptionEstablished in 1993, Benefit & Risk Management Services, Inc. (BRMS) is a leading benefit administrator and healthcare risk manager that delivers innovative technology and administration solutions to control rising healthcare costs.\r
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One of the first to introduce employee benefit administration technology solutions, our services are powered by our exclusive Virtual Benefits Administration System (Vbas) a proprietary database and administration system that allows employers to save time and money by automating management of the benefit supply chain and empowering employees to self-service their benefits