Account Support Representative
Core
Review and process Scope of Appointment (SOA) forms submitted by agents and brokers to ensure Medicare compliance using Salesforce.
Role type
Compliance operations representative
Builds
Compliance documentation and regulatory adherence reports
Domain
Health insurance / Medicare compliance
Deliverable
Dashboards & analysis
Required skills
Regulatory compliance evaluation, Salesforce data management, Business correspondence, Analytical skills, PC proficiency (Word/Excel)
Preferred skills
Claims administration, Managed care insurance knowledge, Customer service experience
Responsibilities
Review and process Scope of Appointment forms, Utilize Salesforce reports to identify and track submitted SOAs, Evaluate SOAs for compliance with regulatory and organizational requirements, Document review outcomes and maintain accurate records in Salesforce, Communicate compliance deficiencies to agents and brokers through Salesforce-generated notifications, Support adherence to Medicare compliance standards and internal business processes