Eligibility Specialist II

Job Description Summary

Qualifications

• High School diploma or equivalent and three (3) to five (5) years of accounting/business experience with knowledge of generally accepted accounting procedures, analytical abilities, or equivalent combination of education and experience preferred.
• Intermediate knowledge of generally accepted health care eligibility and billing procedures as well as Health Insurance Portability and Accountability Act (HIPAA), Consolidated Omnibus Budget Reconciliation Act (COBRA), California Continuation Benefits Replacement Act (Cal-COBRA) and Employee Retirement Income Security Act (ERISA) legislation.
• Strong experience with Microsoft Office products such as Word, Outlook, PowerPoint, and Excel.
• Strong ability to develop proficiency working with a proprietary health care system.
• Knowledge of processing Electronic Data Interchange (EDI) file updates in a legacy system. 
• Experience providing customer service to a variety of client contacts via email and telephone.
• Demonstrated ability to research and resolve technical issues and client problems as they arise with minimal direction.
• Excellent written and oral communication skills including modern business communications, formatting of professional letters, reports, and phone etiquette.
• Demonstrated time management skills including, multi-tasking, working under pressure and deadlines, and working independently with minimal supervision or in team environment.
• Strong knowledge of health insurance operations and industry.
• Bilingual Spanish, both verbal and written a plus.
• Ability to work overtime as needed.
• Internet access provided by a cable or fiber provider with 40 MB download and 10 MB upload speeds.
• Home router with wired Ethernet (wireless connections and hotspots are not permitted).
• A designated room for your office or steps taken to protect company information  
• A functioning smoke detector, fire extinguisher, and first aid kit on site.

Duties And Responsibilities

• Process all transaction types such as adds, terms, changes, carrier discrepancies and other eligibility related tasks for all lines of business, WGAT, and Pinnacle.
• Review and process all manual and/or EDI enrollment transactions (adds, changes, terminations) in HCPS as received from the client or internal sources in accordance with Participation Agreements, Employer Policy Statements, Eligibility Guidelines, and Summary Plan Descriptions.
• Produce electronic spreadsheets and/or reports for audit and processing purposes.
• Research and correct cash application issues in HCPS.  Determine and correct out of balance ledger items on accounts. Contact clients to explain and resolve billing and payment discrepancies. Verify or authorize refunds for terminations and overpayments.
• Perform full reconciliations on accounts in order to confirm that the group is in compliance.
• Maintain a HIPAA compliant workstation and utilize appropriate security techniques to ensure HIPAA required protection of all confidential/protected client and enrollee data.
• Meet processing cycle time standards and production due dates as set forth by management.
• Identify inefficiencies within the established processes and suggest possible solutions to save time, reduce risk, and/or reduce expenses.
• Create and document a minimum of one new Standard Operating Procedure (SOP) annually.
• Identify, initiate, and implement at least one process improvement and/or innovation annually.

• Work with clients to facilitate payments on time and for the billed amount.
• Provide timely and effective Customer Service to clients for requests, inquiries, or issues concerning enrollment and/or billing items on their account via phone calls by logging into Genesys and taking calls based on daily phone schedule.
• Interface effectively with internal departments and external vendors, brokers, or other business contacts to coordinate interrelated activities and to resolve eligibility and/or billing issues as they arise.
• Serve as a representative of Wester Growers and PCMI displaying professionalism, knowledge, customer service, and discretion in all interactions with other members of the Western Growers/PCMI community and their customers.

• Provide guidance, feedback, and support to new team members with processing and listening to their phone calls.  
• Identify training deficiencies and provide feedback to administration leads.
• Provide backup as subject matter expert for new employees.
• Demonstrate support and collaboration within the team by offering assistance and providing resources when possible.  

• Utilize all capabilities to satisfy one mission — to enhance the competitiveness and profitability of our members. Do everything possible to help members succeed by being curious and striving to understand what others are trying to achieve, planning, and executing work helpfully and collaboratively. Be willing to adjust efforts to ensure that work and attitude are helpful to others, being self-accountable, creating a positive impact, and being diligent in delivering results.
• Maintain internet speed of 40 MB download and 10 MB upload and router with wired Ethernet.  
• Maintain a HIPAA-compliant workstation and utilize appropriate security techniques to ensure HIPAA-required protection of all confidential/protected client data. 
• Maintain and service safety equipment (e.g., smoke detector, fire extinguisher, first aid kit).  
• All other duties as assigned.  

Physical Demands/Work Environment