Office Clerk

Duties

• Support customer and producer engagement by responding to inquiries, provide timely and effective solutions.
• Process Group and Individual coverage including new enrollments, renewals, policy reinstatement and changes.
• Cancellations and terminations for group products, and refund premium, if applicable.
• Review error reports to make immediate corrections in the system and analyze the root cause with the support of IT to avoid future errors.
• Issue certificate of coverage/Prior Coverage/1094-95/Student certification letters upon request.
• Ensures the accuracy and completeness of insurance policies and applications – identifying missing information and alerting the appropriate parties.
• Read insurance policy documentation to understand coverage level, identify duplicate coverage, etc.
• Issue electronic fulfillment kits that contain designated insurance documents upon request.
• Work with the Premium Accounting team on transactions that impact premium, which may include creating an invoice and receipts, calculating premiums and inputting corrections in the system.
• Assist with questions around enrollments, renewals and plan information via phone or email.
• Provide support for the Mail Operations team.

Qualifications

• A High School Diploma or GED.
• 1-2 years of experience in a data entry or related role.
• Ability to read and understand multiple insurance program rules and procedures and act on the rules appropriately.
• Attention to detail, with the ability to quickly learn new processes, procedures and systems.
• Data entry skills with ability to enter data quickly and accurately.
• Demonstrated proficiency with Microsoft Office (e.g. Excel, Word, and Outlook).
• Excellent interpersonal, verbal and written communication skills.

Preferred Skills

• Previous work experience in healthcare or insurance operations.
• Investigative nature who likes problem solving.
• High attention to detail.
• Self-motivated individual with proven ability to maintain positive attitude while working in a fast-paced environment and can work with minimal supervision.
• Ability to manage your time appropriately with impending priorities/escalations.