CDHP Implementation Specialist

4 days ago


Fort Worth, Texas, United States Higginbotham Insurance Agency Full time
Job Title: CDHP Implementation Specialist

Higginbotham Insurance Agency, a leading independent insurance and financial services firm, is seeking a highly motivated and organized CDHP Implementation Specialist to join our team in Fort Worth, TX.

Job Summary:

The ideal candidate will be responsible for successfully implementing CDHP reimbursement accounts, such as FSAs, HRAs, DCAPs, Commuter plans, and partner migrations. This role requires excellent communication and project management skills, as well as the ability to work well within Day 2 Services teams.

Key Responsibilities:
  • Communicate with clients, producers, and account managers via phone, email, and interoffice technology platforms to ensure alignment with project deliverables and milestones.
  • Create and monitor implementation deliverables, maintaining project plans as needed.
  • Develop a welcoming attitude during client kick-off calls and ensure a smooth transition process.
  • Review documents for accuracy and provide necessary feedback.
  • Set up CDH reimbursement account plans and vendor files in accordance with established implementation documentation and processes.
  • Aid in the migration process for new partnerships as needed.
  • Provide ongoing training for clients and internal associates.
  • Proactively address client/participant issues and provide resolutions when needed.
  • Respond to client and producer requests within the same business day.
Requirements:
  • Excellent verbal and written communication skills.
  • Proficiency in Microsoft Excel, Word, ADOBE Writer, and CVS formats.
  • Maintain knowledge of Reimbursement Accounts.
  • ECFC certification is a plus or be willing to complete the certification process.
  • Ensure strict compliance with all FSA/HRA/DCAP/Commuter, and HIPAA requirements.
  • Understand SPD, SBC, and benefits.
  • Possess strong interpersonal and proactive troubleshooting skills.
  • Utilize excellent organizational and time management skills.
  • Provide superior customer service to internal and external customers.
  • Ability to work independently, assess situations quickly, and make logical and appropriate decisions.
Location:

Fort Worth, TX

Physical Requirements:

Ability to lift 25 pounds. Repeated use of sight to read documents and computer screens. Repeated use of hearing and speech to communicate on telephone and in person. Repetitive hand movements, such as keyboarding, writing, 10-key. Walking, bending, sitting, reaching, and stretching in all directions.



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