Job description
Benefit Eligibility Representative (Waukesha, WI)
Summary: Performs varied functions for health fund related to eligibility as noted below. This is a Collectively Bargained Position.
Essential Duties and Responsibilities:
- Knowledge and understanding of Plan document as related to participant eligibility
- Maintain eligibility and personal information records for Fund participants
- Generate and mail necessary eligibility related documents, including:
- Self-Pay Notices
- Notices of Cancellation of Fund Coverage
- COBRA Election forms
- Coverage Reinstatement Notices
- Compile and mail new enrollment packets to newly eligible participants (active & retiree)
- Respond to participant inquiries via in person, phone and email regarding eligibility concerns
- Collect and post self-payments for coverage
- Process disability credits
- Process retiree credits
- Generate Medicare retiree eligibility monthly comparison file
- Coordinate with Fund service providers to maintain up to date participant eligibility information
- Periodic and annual Fund mailings including Summary of Material Modifications and Open Enrollment
- Process monthly HRA transfers
- Update Basys as needed due to premium changes
- Generate reports to determine dollar bank and HRA balances that should be moved to general account - quarterly
- Assist Plan Manager with preparation of eligibility-related reports for Board of Trustees meetings
- Assist with compilation of Fund records requested in connection with annual audit
- Draft forms and update website as required
- Other duties as assigned
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This is a fast paced department. Multi-tasking skills, Detail oriented, strong organization and professional communications skills are required. In addition, candidate should be proficient in Microsoft Word and Excel.
Work Environment/Schedule: This is an in-office position, Monday – Friday from 7:30 a.m. – 4:00 p.m.
Competitive Benefits & Compensation Package
- Health, dental, vision, short term disability insurance
- Life insurance
- Pension
- Optional company match 401k
- Paid sick, vacation & holidays
- Competitive wages
- Career development opportunities
- Referral bonus for all full-time referrals
Our Culture
BeneSys wants to be a great service provider to the members we serve and we recognize we can only do that if we are also a great employer with successful employees. In short, our success is driven by our employees successes. We want to be a place people want to work, feel proud of what they do and feel fulfilled both professionally and personally; creating a place where employees can find long-term growth and potential....And we are growing!
Our culture focuses on three core values:
- Collaboration: working together across 31 locations to achieve the best for the company and our clients;
- Dedication: striving to create an environment where all employees work toward a common goal while committing to providing the best customer service to our members and our colleagues and;
- Integrity: doing what we say we will do. Upholding strong ethical and moral principles
ADA & EEO
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