Health Plans Reporting Specialist I (Remote)

About the role

The Reporting Specialist is central to ensuring the integrity and accuracy of data within Allied’s Executive Reporting and CRM systems. This role encompasses a wide range of responsibilities, from data entry and auditing to developing and overseeing reporting workflows, and supports retention strategies by securing and formatting essential data.

Responsibilities

• Develop a comprehensive understanding of group medical stop loss product offerings and basic group underwriting principles.
• Manage the entry, auditing, and updating of relevant data in Allied’s Executive Reporting System and CRM, ensuring accuracy and integrity.
• Obtain, secure, and format non-integrated Pharmacy Benefit Manager (PBM) data and prior administrator data from various sources to update client reporting accurately.
• Collaborate with the Manager, Reporting and Administration and Director, Revenue Operations on workflow updates, data integrity audits, and scheduled meetings to provide insights and feedback.
• Evaluate and audit aggregate reports and data entries regularly to ensure timelines are met and data is accurately presented to clients.
• Oversee and coordinate with team members on the construction of new and renewal clients' stop loss contracts within the Executive Reporting System.
• Assist the Renewal and Stop Loss teams in developing and managing the year-end renewal process, including ensuring accurate renewal meeting data reporting.
• Respond promptly to inquiries and questions received through the dedicated UWAdmin inbox, maintaining a commitment to timely and effective communication.
• Analyze and format data for Allied Advocate groups to support various reporting needs, including monthly, quarterly, and annual requests.
• Assist with all assigned tasks and projects related to Reporting/Analytics and Administration, demonstrating flexibility and adaptability to meet the team’s objectives.

Requirements

• High School Diploma or equivalent work experience required.
• 1-3 years reporting/analytics experience required.
• Experience with CRM systems, data entry, and auditing processes, preferably within the insurance or financial services industry.
• Some familiarity with Group Health Insurance and/or Stop Loss experience is advantageous but not required.
• Strong analytical skills with attention to detail and a commitment to accuracy in data management and reporting.
• Proactive and team-oriented approach, with a willingness and desire to interact effectively with internal and external customers.
• Demonstrated ability to manage multiple tasks and projects, prioritizing effectively to meet deadlines in a dynamic environment.
• Strong communication skills, both verbal and written, with the ability to provide clear and concise feedback and reports.
• Strong experience with Microsoft Office Suite (Word, Excel, PowerPoint, and Dynamics).

Skills

• Accountability
• Communication
• Customer Service Orientation
• Functional/Technical Skills
• Quality Focus
• Time and Task Management

Physical Demands

This is a standard desk role requiring extended periods of sitting and computer work.

Work Environment

Remote. The role offers flexibility and the comfort of working from home. To support a smooth and efficient remote work experience, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 100Mbps download/25Mbps upload.

Benefits

• Medical, Dental, Vision, Life, and Disability Insurance
• Generous Paid Time Off
• Tuition Reimbursement
• Employee Assistance Program (EAP)
• Technology Stipend