Eligibility Admin Lead (51471)

Western Growers; Irvine (CA); On-site; USD 60,000 - 75,000; Full time

Job summary

Western Growers is seeking a detail-oriented administrator to support the Eligibility and Financial Specialist team in Irvine, CA. You will assist with planning, training, auditing, and evaluating workflows while coordinating activities to meet quality standards.

You will improve processes, generate reports, and train staff in daily production methods. The role requires HIPAA knowledge and strong customer service across departments and vendors.

Qualifications

• BA/BS in accounting, finance, or business preferred with relevant experience.
• Three years of Eligibility Specialist and/or Financial Specialist experience.
• Advanced skills in prioritization, multi-tasking, and time management.
• Experience with HIPAA, COBRA, MEWA, PPACA, and ERISA regulations.
• Proficient in Microsoft Office Suite and EDI processing.

Responsibilities

• Oversee day-to-day production and workflow.
• Train staff and identify training needs.
• Develop unit production reports and suggest workflow improvements.
• Interface with internal departments and external vendors to resolve issues.
• Maintain HIPAA compliant workstation and protect confidential data.

Skills

Prioritization

Multi-tasking

Time management

Independence

Training & coaching

Education

BA/BS in accounting or finance or business

Tools

Microsoft Word

Microsoft Excel

Microsoft Visio

PowerPoint

Microsoft Outlook

EDI systems

Job description

Job Description Summary

This position reports to the Supervisor of Administration and assists with the daily operations of the Eligibility and Financial Specialist team. This position assists in the planning, training, auditing and evaluation of workflows. Coordinates work activities to achieve production and quality standards. Recognizes and recommends process improvements.

This position reports to the Supervisor of Administration and assists with the daily operations of the Eligibility and Financial Specialist team. This position assists in the planning, training, auditing and evaluation of workflows. Coordinates work activities to achieve production and quality standards. Recognizes and recommends process improvements.

Duties And Responsibilities

Process Management & Maintenance

• Oversee day-to-day production and workflow.
• Make adjustments and reassign duties as necessary to maintain effective unit production.
• Train Administration team in daily production methods. Identify and resolve training deficiencies on an as-needed basis.
• Assist staff in completing difficult research or analysis to resolve discrepancies on an as-needed basis.
• Research and resolve technical issues and/or client problems as they arise with minimal direction.
• Develop and maintain unit production reports. Use report data to make workflow enhancements to increase productivity and quality.
• Produce electronic spreadsheets and/or reports for audit and processing purposes.
• Create and document department policies and procedures, as required.
• Review manual and/or EDI enrollment transactions (add, change, terminate) in health care processing system as received from the client or internal sources in accordance to Participation Agreements, Employer Policy Statement, Eligibility Guidelines and/or Summary Plan Descriptions.
• Identify inefficiencies within the established processes and suggest possible solutions to save time, reduce risk, and/or reduce expenses.
• Create and document a minimum of one new Standard Operating Procedure (SOP) annually.
• Identify, initiate and implement at least one process improvement and/or innovation annually.

Customer Service

• Act as liaison with other departments for solutions of issues.
• Interface effectively with internal departments and external vendors, brokers or other business contacts to coordinate interrelated activities and to resolve eligibility and/or billing issues as they arise.
• Provide timely and effective customer service to clients for requests, inquiries or issues concerning enrollment and/or billing items on their account.
• Consistently meet processing cycle time standards and production due dates as set forth by management.
• Maintain a HIPAA compliant workstation and utilize appropriate security techniques to ensure HIPAA required protection of all confidential/protected client and enrollee data.
• Serve as representative of Western Growers Assurance Trust (WGAT) / Pinnacle Claims Management Inc. (PCMI) displaying professionalism, knowledge, customer service and discretion in all interactions with other members of the WGAT/PCMI community and their customers.

Other

• Utilize all capabilities to satisfy one mission — to enhance the competitiveness and profitability of our members. Do everything possible to help members succeed by being curious and striving to understand what others are trying to achieve, planning and executing work in a helpful and collaborative manner, being willing to adjust efforts to ensure that work and attitude are helpful to others, being self-accountable, creating positive impact, and being diligent in delivering results.
• All other duties as assigned.

Physical Demands/Work Environment

The physical demands and work environment described here represent those that an employee must meet to perform this job’s essential functions successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to communicate with others. The employee frequently is required to travel to both indoor and outdoor areas that can vary in exposure and temperature. The employee is frequently required to operate a motor vehicle, use objects, tools, or controls, and/or required to lift up to 50lbs. The noise level in the work environment is usually moderate.

Qualifications

• BA/BS degree in accounting, finance, or business related field preferred, plus two (2) years of Accounting/Business experience with knowledge of generally accepted accounting procedures, analytical abilities or equivalent combination of education and experience.
• Three (3) years’ experience in an Eligibility Specialist and/or Financial Specialist role.
• Advanced skills in establishing priorities, multi-tasking, time management, work independently with minimal supervision and train and coach others.
• Knowledge of generally accepted Health Care Eligibility and Billing procedures as well as Health Insurance Portability and Accountability Act (HIPAA), Consolidated Omnibus Budget Reconciliation Act (COBRA), California-COBRA, Multiple Employer Welfare Arrangement (MEWA), Patient Protection and Affordable Care Act (PPACA) and Employee Retirement Income Security Act (ERISA) legislation.
• Advanced computer experience with Microsoft Office Suite: Word, Excel, Visio, Power Point, and Outlook.
• Knowledge of processing electronic data interchange (EDI) file updates in a legacy system environment. Intermediate knowledge of Excel spreadsheet manipulation to produce audit files and reports.
• Experience providing exceptional customer service to a variety of client contacts via email and telephone.
• Excellent written and oral communication skills to include modern business communications, formatting of professional letters, reports and phone etiquette.