Client Operations Enrollment & Waiver Analyst

Risk Strategies Company; Grapevine (TX); On-site; USD 55,000 - 70,000; Full time

Job summary

A leading brokerage firm in Grapevine is seeking a Client Operations Enrollment & Waiver Analyst to manage waiver and enrollment processes. This role involves collaboration with cross-functional teams to enhance operational efficiency. The ideal candidate should possess strong communication, problem-solving, and analytical skills, along with preferred experience in operational reporting and the student healthcare industry. This is a full-time position at a mid-senior level.

Qualifications

• Previous experience with operational reporting and providing insights for process accuracy preferred.
• Experience in the student healthcare industry preferred.

Responsibilities

• Manage the waiver and enrollment setup process, ensuring accuracy and compliance.
• Collaborate with cross-functional teams for operational process improvements.
• Assist in testing new systems or new tools to be used by the Service team.

Skills

Strong written and oral communication skills

Strong problem-solving and analytical skills

PC proficiency to include Microsoft Word, Excel, PowerPoint, and Outlook

Education

Bachelor’s Degree preferred

Job description

Client Operations Enrollment & Waiver Analyst

Join to apply for the Client Operations Enrollment & Waiver Analyst role at Risk Strategies Company

Overview

This position is responsible for ensuring all functions regarding process setup & optimization in school waiver & enrollment systems. It includes responsibility for processing changes into the various systems, answering waiver or enrollment configuration questions or escalation, and resolving complex operational requests within the enrollment and waiver workflows.

Responsibilities

• Manage the waiver and enrollment setup process, ensuring accuracy and compliance with established operational standards
• Ensure that established best practices and standards across all schools are used when setting up the system (waiver and enrollment)
• Takes a lead role in implementation of company initiatives (transitioning clients, new products, new system, new enhancements, new features)
• Collaborate with cross-functional teams for operational process improvements by documenting the isolated problem and providing input for best resolution
• Assist in testing new systems or new tools to be used by the Service team area
• Develop process validation checks to ensure accuracy of waiver and enrollment configurations
• Assist service area with training and documentation for new systems or system features when needed
• Resolve complex operational requests within the enrollment and waiver workflows
• Support operations teams by resolving high-level service requests related to waivers, enrollments, and compliance adjustments (adding students, deleting students, incorrect refunds, payments or making waiver changes)

Impact

• Manage the waiver and enrollment setup process, ensuring accuracy and compliance with established operational standards
• Ensure that established best practices and standards across all schools are used when setting up the system (waiver and enrollment)
• Takes a lead role in implementation of company initiatives (transitioning clients, new products, new system, new enhancements, new features)
• Collaborate with cross-functional teams for operational process improvements by documenting the isolated problem and providing input for best resolution
• Assist in testing new systems or new tools to be used by the Service team area
• Develop process validation checks to ensure accuracy of waiver and enrollment configurations
• Assist service area with training and documentation for new systems or system features when needed
• Resolve complex operational requests within the enrollment and waiver workflows
• Support operations teams by resolving high-level service requests related to waivers, enrollments, and compliance adjustments

Qualifications

• Bachelor’s Degree preferred
• Previous experience with operational reporting and providing insights for process accuracy preferred
• Experience in the student healthcare industry preferred
• Strong written and oral communication skills
• Strong problem-solving and analytical skills
• PC proficiency to include Microsoft Word, Excel, PowerPoint, and Outlook

Company Overview

Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets.

Employment Details

Mid‑Senior level | Full‑time | Customer Service and Analyst | Insurance | Richardson, TX