Client Implementation Intake Analyst

Client Implementation Intake Analyst

Bring your drive for excellence, teamwork, and customer commitment to Independence. Join us as we renew and reimagine the future of health care. Together we will achieve our mission to enhance the health and well-being of the people and communities we serve.

Role Summary:

The Client Implementation Intake Analyst is responsible for accurately interpreting sales requests and effectively communicating them to the FOS coding team. This role includes handling simple renewal changes, cancellations, and maintaining client account setups. Additionally, the Specialist assists FOS coders and sales representatives in reviewing and resolving client setup issues to ensure accurate and timely implementation.

Key Duties and Responsibilities

• Review sales submissions using the CSIW tool to understand the requests.
• Communicate the requested changes from sales to FOS coders using the CSIW tool and analyze the requests to determine if a PDR is needed. If clarification is required, return the submission to sales.
• Communicate with Sales to understand the client's benefits purchase and execute the submission to FOS coders for setup.
• Develop and maintain strong business relationships with internal customers of the IBC Family of Companies, including Underwriting, Sales, Marketing, Enrollment, Customer Service, and other involved areas.
• Communicate within setup teams with the urgency of the request and determine the appropriate setup approach.
• Responsible for the implementation of small benefit changes, simple changes and cancellations.
• Research and troubleshoot benefits and other issues related to group setup.
• Clearly communicate the setup status and any impacts that may delay timelines.
• Perform additional duties as assigned.
• Responsible for triaging tickets related to benefits coding, including intake review of PC and FOS systems, and updating PDRs when coding changes are required.

Required Skills, Education & Experience

· High School Diploma required, bachelor's degree in business or related field preferred. Must have 1-3 years relevant experience.

· Excellent time management and organizational skills required.

· Ability to prioritize workload and meet deadlines in a fast-paced environment with some supervision.

· Flexibility and adaptability is a must.

· Willingness to be cross trained is required to assist other team members.

· Strong communications skills required – position interacts with all levels of management and may communicate with external clients as well.

· Must be strong problem-solver and be able to follow-up and take an issue to resolution.

· Aptitude to understand benefits and Underwriting rating methodology. Some critical thinking skills

· Capability to understand Underwriting guidelines and apply them.

· High level technical aptitude required - ability to use Microsoft Office and to learn proprietary and vendor systems.

· High level of professionalism is necessary to progress.

Independence has implemented a "Hybrid" model which consists of Associates working in the office 3 days a week (Tuesday, Wednesday & Thursday) and remotely 2 days a week (Monday & Friday). This role is designated as a role that fits into the "Hybrid" model. While associates may work remotely on our designated remote days, the work must be performed in the Tri-State Area of Delaware, New Jersey, or Pennsylvania.

IBX is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to their age, race, color, religion, sex, national origin, sexual orientation, protected veteran status, or disability.

Must have an Android or iOS device which is compatible with the free Microsoft Authenticator app.