Eligibility Specialist
Skills/Qualifications:
• Group 1 Life and Health License (or obtained within 90 days of employment)
• Proficient in Microsoft Excel, Word, PowerPoint, EASE enrollment system and Agency Bloc Data Base
• Effective written and oral communication
• Ability to self-manage time and priorities
• Ability to proof and complete work accurately with minimal supervision
Job Duties:
• Maintain a current working knowledge of each group carrier website access, eligibility changes and other carrier procedures
• Complete midyear and open enrollment changes using EASE enrollment system or manually- including follow up review to verify processing was completed and accurately reflected on billing statement.
• Attend carrier and industry training seminars as needed to remain current in administrative and legislative requirements
• Maintain current contact listing of individual health carrier and marketplace websites, quoting options, and application process including Special Enrollment Periods and Open Enrollment.
• Maintain a client and prospect list for individual clients. Compose and distribute advance open enrollment information to individual clients and prospects.
• Maintain amicable working relationships with carrier representatives
• Initiate periodic group client satisfaction calls/emails during the year
• Follow established procedures of file maintenance and office procedures
• Answer telephone calls and assist callers as needed.
• Other duties as deemed necessary
Skills/Qualifications:
• Group 1 Life and Health License (or obtained within 90 days of employment)
• Proficient in Microsoft Excel, Word, PowerPoint, EASE enrollment system and Agency Bloc Data Base
• Effective written and oral communication
• Ability to self-manage time and priorities
• Ability to proof and complete work accurately with minimal supervision
Job Duties:
• Maintain a current working knowledge of each group carrier website access, eligibility changes and other carrier procedures
• Complete midyear and open enrollment changes using EASE enrollment system or manually- including follow up review to verify processing was completed and accurately reflected on billing statement.
• Attend carrier and industry training seminars as needed to remain current in administrative and legislative requirements
• Maintain current contact listing of individual health carrier and marketplace websites, quoting options, and application process including Special Enrollment Periods and Open Enrollment.
• Maintain a client and prospect list for individual clients. Compose and distribute advance open enrollment information to individual clients and prospects.
• Maintain amicable working relationships with carrier representatives
• Initiate periodic group client satisfaction calls/emails during the year
• Follow established procedures of file maintenance and office procedures
• Answer telephone calls and assist callers as needed.
• Other duties as deemed necessary