Documentation Coordinator

2 weeks ago


Austin, Texas, United States Curative HR LLC Full time
Job Title: Documentation Specialist

The Documentation Specialist will play a crucial role in managing the vast array of documents, spreadsheets, and records related to onboarding, maintaining, and renewing Curative client groups and brokers. This position is responsible for ensuring accurate documentation and reporting for the account management and implementation department.

Key Responsibilities:
  • Creating, updating, and tracking new group documents.
  • Customizing SBCs and Benefit Books.
  • Completing and submitting Eligibility Maintenance File Spreadsheets (VBA & Health Edge).
  • Generating SSR reports, Looker reports, and Eligibility Folders.
  • Following up on PHI and returned mail spreadsheets.
  • Creating spreadsheets for special projects.
  • Tracking and communicating new group prior authorizations.
  • Updating and maintaining numerous spreadsheets, forms, and folders in Google Drive.
  • Contacting brokers and employers with eligibility file changes.
  • Creating baseline visit and plan performance reports.
  • Sending group-specific materials to brokers.
  • Adding multi-locations and classes into Salesforce.
  • Adding contacts to the employer portal.
  • Updating sync slides.
  • Creating renewal proposals and renewal packages.
  • Preparing manual change reports for VBA billing.
  • Formatting training and procedural manuals.
Requirements:
  • Outstanding organizational, time management, and follow-up skills.
  • Proficiency with Microsoft Office Suite, Google Workspace, and Adobe.
  • Experience with CRM software, preferably Salesforce.
  • Ability to communicate effectively and interpret various instructions in a fast-paced environment.
  • Bachelor's or associate degree plus 3 years of administrative experience or any combination of education and experience equivalent to the stated education and required knowledge.


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