Aptia Group - Portfolio Lead Analyst - US Health & Benefits

Aptia Group; Gurugram District; On-site; INR 900,000 - 1,400,000; Full time

Job summary

Aptia Group in India is seeking a Portfolio Lead Analyst to support clients from implementation through ongoing operations, ensuring operational excellence across client-specific processes.

You will author SOPs, oversee analyst activities, craft test plans for new implementations, monitor performance metrics, and mentor junior staff within the portfolio.

Qualifications

• Degree in business administration or related field.
• 6+ years of Health & Benefits administration or similar environment.
• Strong knowledge of benefits regulations (FMLA, HIPAA, COBRA, ACA/ERISA/IRS).
• Proficiency with Benefits Administration systems and tools.
• Skills in data analytics, SLA management, and root cause analysis.
• Excellent communication and stakeholder management abilities.
• Strong US Health and Benefit Domain Knowledge.

Responsibilities

• Author client-specific SOPs for clients in your portfolio.
• Perform Analyst activities (e.g., HRIS, carrier files, premium remittance, open enrollment, dual-year processing, etc.) for your own book of business.
• Oversee Analyst activities, ensuring SOPs exist and are being followed, for all clients in the portfolio.
• Create and Execute test plans for new client implementations, open enrollment changes and product upgrades.
• Monitor portfolio performance metrics (NPS, SLA adherence, E&O trends) and propose improvement strategies.
• Act as escalation point for complex participant or client issues.

Skills

Quality Audit

Technical Writing

Data Lifecycle

Benefits Administration

Carrier Connectivity

EDI Standards

Health Benefits Plans

Open Enrollment

Communications

Delivery Ownership

Process Improvement

Learning Agility

Clear Communication

Collaboration

Teamwork

Everyday Improvements

Education

Bachelor's degree in business administration

Job description

Role Summary

The Portfolio Lead Analyst is a key member of the client portfolio team, responsible for supporting clients from implementation through ongoing, ensuring operational excellence across client-specific processes.

The Portfolio Lead Analyst is a key member of the client portfolio team, responsible for supporting clients from implementation through ongoing, ensuring operational excellence across client-specific processes.

Key Responsibilities

• Author client-specific Standard Operating Procedures (SOPs) for clients in your portfolio.


• Perform Analyst activities (e.g., HRIS, carrier files, premium remittance, open enrollment, dual-year processing, etc.) for your own book of business.


• Oversee Analyst activities, ensuring SOPs exist and are being followed, for all clients in the portfolio.


• Create and Execute test plans for new client implementations, open enrollment changes and product upgrades.


• Monitor portfolio performance metrics (NPS, SLA adherence, E&O trends) and propose improvement strategies.


• Act as escalation point for complex participant or client issues.

Leadership & Mentorship

• While not a People Manager, the Lead Analyst is expected to mentor and coach Analysts within the portfolio, fostering skill development and performance.


• Provide guidance on best practices and operational standards.

Process Improvement

• Analyze operational trends and recommend enhancements to improve efficiency and client satisfaction.


• Partner with Coordinators and Client Managers on special projects and audits.

Experience And Qualifications

• Degree in business administration or related field.


• 6+ years of experience in Health & Benefits administration or similar environment.


• Strong knowledge of benefits regulations (FMLA, HIPAA, COBRA, ACA/ERISA/IRS).


• Proficiency with Benefits Administration systems and tools.


• Skills in data analytics, SLA management, and root cause analysis.


• Excellent communication and stakeholder management abilities.


• Strong US Health and Benefit Domain Knowledge.

Key Skills

• Technical Skills: Quality Audit, Technical Writing, Data Lifecycle.


• Domain Knowledge: Benefits Administration, Carrier Connectivity & EDI Standards, Health and Benefits Plans, Open Enrollment Lifecycle & Communications.


• Managerial & Leadership Skills: Delivery Ownership, Process Improvement.


• Workplace Behavioral Skills: Learning Agility, Clear & Concise Communication, Collaboration and Teamwork, Everyday Improvements.

(ref:iimjobs.com)