Business Operations Specialist

3 weeks ago


Austin, Texas, United States Curative Full time
Job Title: Business Operations Specialist

Curative is seeking a highly organized and detail-oriented Business Operations Specialist to join our team. As a key member of our account management department, you will be responsible for managing various documents, spreadsheets, and records related to onboarding, maintaining, and renewing client groups and brokers.

Key Responsibilities:
  • Creating, updating, and tracking new group documents and spreadsheets.
  • Customizing SBCs and Benefit Books to meet client needs.
  • Eligibility Maintenance File Spreadsheet creation and management.
  • Accessing and sharing SSR reporting, Looker, and Eligibility Folders.
  • Creating spreadsheets for special projects and updating numerous spreadsheets, forms, and folders in Google Drive.
  • Communicating with brokers and employers regarding eligibility file changes.
  • Quality reviewing data entered in Enav, SalesForce, and Health Edge.
  • Adding multi-locations and classes into Salesforce.
  • Adding contacts to the employer portal.
  • Updating sync slides and creating renewal proposals and packages.
  • Performing ad-hoc reporting and formatting training and procedural manuals.
  • Responsible for the scope of compliance projects, gathering information, and documenting.
  • Providing analysis and support to the quality of data provided by the account management team and conducting data quality audits.
  • Tracking and trending account management data for CQI.
  • Acting as a liaison to Curative on industry and market demands to impact process, product, and tech development.
Requirements:
  • Outstanding organizational, time management, and follow-up skills.
  • Proficient with Microsoft Office Suite, Google Workspace, and Adobe.
  • Experience with CRM software, preferably Salesforce.
  • Ability to communicate effectively and interpret a variety of instructions in a fast-paced environment.
  • Bachelor's and/or an associate degree plus 3 years of administrative experience or any combination of education and experience that has been achieved and is equivalent to the stated education and required knowledge.


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