Client Experience Group Lead
Core
Lead a group responsible for strategic system set-up, processing enrollment data, managing waivers and eligibility, and reconciling payments between schools, carriers, and the company.
Role type
Senior IC Client Experience Group Lead
Builds
Enrollment and eligibility processes for schools and carriers
Domain
Health insurance / Education administration
Required skills
Data entry, MS Excel, customer service, payment reconciliation, system set-up, ticket queue management, student record management, waiver processing, eligibility verification, invoice reconciliation, communication with schools and carriers
Preferred skills
Accounting experience, health insurance experience, mentoring
Technologies
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
Responsibilities
Ensure incoming service tasks are accurately assigned and completed; Mentor and train team on service-level tasks; Assist with adding/deleting students and status changes; Process and reconcile payments from universities; Assist carriers and TPAs with coverage questions; Reconcile invoices and discrepancy reports; Assist accountant with monthly payments and daily deposits; Monitor and complete service ticket queues; Maintain relationships with schools and students.
Seniority
Senior, hands-on IC with team leadership