Team Lead

Scope of Work:

Responsible for coordinating activities related to a team’s credentialing of insurance certificates and other vendor data. Supports Clients by processing vendor documents including data entry, review of requirements, file naming and uploading, reporting, billing, writing deficiency emails and making phone calls to vendors and third parties (e.g., insurance agents) to obtain compliant documentation for BCS clients.

Managerial Responsibility:

Responsible for managing and developing the analyst teams.

Job Duties: 

Document Credentialing

• Performs all document credentialing functions as a Compliance Analyst.
• Data entry of all data from vendor documents into the BCS database.
• Preparation and sending of deficiency notices to vendors and insurance agents.
• Naming of files and uploading of them to the BCS database.
• Compare vendor data and documents to client rule sets as necessary.
• Perform second reviews for new Analysts.
• Ability to extract insurance requirements from contracts, leases and loans.
• Handle one-off requests for waivers on an account basis.

Reporting

• Review and approve internal reports for management, i.e. timesheets.
• Review and respond to quality report findings (involve analysts as needed for corrections and/or training).
• Prepare personnel performance reviews for analysts.
• Perform verbal and written warnings if applicable.

Hold weekly meetings with analyst team

• Prepare a current assessment of deficient Companies.
• Get feedback on analyst workload.
• Relay BCS company information (technology, business development, etc.)
• Share ideas and best practices.
• Discuss scheduling and calendar issues.
• Ongoing client-specific training – database, COI review, client rules, phone calls, organization.       

Attend in-house BCS management meetings

• Attend the bi-weekly operations management meeting.
• Report on client status.
• Discuss staffing.
• Share ideas and input from analyst teams.
• Discuss Business Development pipeline.
• Bring up any issues that need to be discussed.

Client Meetings

• Attend scheduled client meetings to provide organizational insights.
• Address client questions regarding credentialing processes, vendor compliance, and documentation requirements.
• Gather client feedback and communicate relevant information back to analyst teams.

Special projects

• Assist with special projects as required by clients and management

Principal Measures:

Key measures will reflect accuracy of work, the prompt and timely completion of work, maintaining high compliance levels throughout the Company base (85%+), database accuracy (95%), analyst productivity and the ability to support individuals in analyst team, sales, accounting and clients with client specific needs.

Desired Skills:

• Strong analytical and organizational skills
• Excellent communication skills – people skills are a must
• Ability to complete assigned tasks and meet deadlines
• Strong computer and database skills – MS Office a must

Experience:

• Experience in client services, managing teams in a service role for organizations or equivalent BCS experience
• Bachelor’s Degree preferred
• Previous insurance related experience preferred