Client Coordinator

Posted 5 Days Ago
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Folsom, CA, USA
In-Office
23-24
Entry level
Insurance
The Role
Supports client services by maintaining eligibility and benefit plan data, processing fulfillments, reports, faxes, mail, and enrollment updates. Researches claims, gathers information from members and providers, responds to internal requests, resolves discrepancies, and escalates issues. Uses the BRMS claims system and Microsoft Office while maintaining HIPAA compliance. The role requires strong communication, analytical, customer service, and administrative skills, with on-site attendance and up to 25% travel.
Summary Generated by Built In

Description

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.

  • Works on site with consistent attendance.
  • Data  entry 
  • Maintain Eligibility (Enrolls, Terms, Changes) 
  • Maintain MHB updates (Premiums, Contributions, Plan Builds, etc.)
  • Daily Fulfillments 
  • Retro Reports
  • OAD Reports
  • Cat 5 reports
  • Assist with Renewals 
  • Assist with Open Enrollments 
  • Discrepancy  Resolving 
  • Process Incoming Faxes and Mail, including returned mail 
  • Assist With Outbound Calls 
  • Work Import Error Log
  • Creating new and/or  maintaining export mapping documents
  • HIPAA Certifications, as needed
  • Receive incoming requests for research from Account Executives and Client Managers.
  • Research all claim questions as requested
  • Gather all necessary information for claim research purposes
  • Provide timely and detailed responses to requestor(s)
  • Build strong relationships with Account Executives and Client Managers
  • Build strong relationships with Claims Management personnel
  • Manage claim research and details from beginning-to-end.
  • Assist With Outbound Calls 
  • Make calls to members or providers as needed to gather or provide information as directed by Account Executives and Client Managers
  • Review Summary Plan Descriptions/Documents for all benefit information as needed
  • Exhibit strong  technical knowledge of industry, products, and compliance requirements, including plan deductibles and dates
  • Appropriately escalate issues and opportunities to Upper Management as needed. 
  •  Ensure proper handling of customer issues and concerns.
  • Navigate and understand BRMS claims system
  • Administrative duties in support to Client Services team
  • Performs other duties and responsibilities as assigned by Management 

Supervisory Responsibilities: This job has no supervisor responsibilities.

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.

Requirements

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 travel 25% of the time
  • 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.

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 plan documents, memos, letters, and procedure manuals. Ability to write routine reports, meeting notes, project documentation, 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 for extended periods in front of a computer. The employee is frequently required to reach with hands and arms and talk or hear. The employee is occasionally required to stand; walk and use hands to finger, handle, or feel. The employee may frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus. This position requires the employee to work in the office.

Skills Required

  • High school diploma or GED
  • At least 6 months of related experience or training, or equivalent combination of education, training, and experience
  • Strong computer skills, including Microsoft Word, Excel, and Outlook
  • Excellent verbal and written English communication skills
  • Good analytical and problem-solving skills
  • Ability to travel up to 25% of the time
  • Valid Class C driver's license with no adverse driving record
  • Ability to maintain dependable attendance and punctuality
  • Ability to provide effective leadership in all aspects of the position
  • Ability to work on site in an office environment
  • Ability to understand benefit plan documents, claims, deductibles, compliance requirements, and dates
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The Company
300 Employees
Year Founded: 1993

What We Do

Benefit & Risk Management Services (BRMS) is an independent third-party administrator serving employers, brokers, plan administrators, trustees, members, and clients. The company manages claims and employee benefits, including FSA, HRA, HSA, COBRA, lifestyle-account, and dental administration. Its MyHealthBenefits web application helps employers and members manage benefit data online, while tailored multi-employer solutions support Taft-Hartley plans, captives, and associations.

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