Client Setup Quality Assurance Specialist

6 days ago


Philadelphia, Pennsylvania, United States Axelon Services Corporation Full time
Job Summary

Auditing Client Benefit Setup and Changes

We are seeking a skilled Client Benefit Setup and Changes Auditor to join our team. As a key member of our Client Setup Quality Assurance team, you will be responsible for auditing client benefit setup and changes to ensure accuracy and compliance.

Responsibilities
  • Participate in discussions with Product teams and Sales regarding client benefits and setup
  • Identify trends and process improvement opportunities through audit findings
  • Collaborate with client setup team members, Sales and Product Management on discrepancies and errors to be corrected
  • Conduct audits of client setup documents, including benefit templates
  • Document audit findings, draft audit summaries and comprehensive audit reports and present to Sales
  • Audit Account Installation new business groups for in accordance with the established Underwriting guidelines
  • Audit client benefit changes, administration changes and cancelations in accordance with the established Client Set Up and Underwriting Guidelines
  • Ensure necessary documentation is received, product information is accurate, and rates are confirmed before the group is approved or benefits changes are processed
  • Meet departmental production standards and quality requirements
  • Properly document and track assigned inventory
  • Respond to inquiries regarding departmental procedures/policies from Account Executives, Client Set up, Brokers, Enrollment and Billing
  • Triage and resolve issues related to group set-up and benefit changes
  • Handle errors and internal/external issues in a timely and effective manner to maintain turnaround times for completion of customer/group set-up
  • Develop and maintain positive client relationships with internal and external customers and Account Executives
  • Participate in special projects regarding customer implementation and changes
  • Recommend process changes to increase departmental efficiency
  • Perform additional duties as assigned
Qualifications
  • Education: Bachelor's Degree preferred. In lieu of degree, must have 3-4 years relevant experience
  • Experience: Minimum 4 years relevant experience required; Audit experience preferred. Auditing, quality review or transaction processing experience required
Knowledge, Skills, Abilities
  • Considerable knowledge of audit processes and requirements, including organization and storage of documentation
  • Well-versed in best practice process and procedures
  • In-depth knowledge of healthcare products, benefits, and systems
  • Proven effectiveness in managing to project targets and deadlines
  • Demonstrated effective project management skills necessary
  • Ability to audit client documents to ensure benefits and products are set up correctly
  • Flexibility and adaptability are a must
  • Willingness to be cross-trained is required to assist other team members
  • Strong communications skills required position interacts with all levels of management and may communicate with external clients as well
  • Excellent time management and organizational skills required. Ability to prioritize workload and meet deadlines in a fast-paced environment without supervision
  • Knowledge of systems, process flows, regulatory impacts, and timelines to ensure requirements and implementation are complying across operational disciplines
  • Skilled in trend analysis and highly effective in communicating as the liaison with business partners on findings and recommendations focused on minimizing impacts to other areas and the customer
  • Ability to review and analyze data to identify patterns of incorrect benefit setup and benefit application of the setup in accordance with sound audit methods and practices
  • Must be strong problem-solver and be able to follow-up and take an issue to resolution
  • Strong understanding of benefits and underwriting rating methodology. Capability to understand Underwriting guidelines and apply them
  • Strong critical thinking skills
  • High level technical aptitude required - ability to use Microsoft Office and to learn proprietary and vendor systems. Demonstrated experience with Microsoft products (Word, Excel and Power Point)


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