Account Coordinator – Shasta Administrative Services – Redmond, OR

Shasta Administrative Services, a health insurance TPA for self insured businesses and organizations, is expanding and is currently looking for an Account Coordinator to join our Client Services team. Here’s the details:

Major Objective of the Position:
*Assist the Director of Sales & Client Management in servicing client, broker accounts, and relationship development
*Serves as a liaison between Customer Service, clients, members, and Stop Loss carriers
*Works closely with client Human Resources and executive personnel
*Maintains all client reporting and internal files, documents, and forms
*Perform Client renewal and open enrollment duties
*Coordinates with Communication Manager to update, develop, and maintain communication materials for each client
*Understand, interpret, and distribute financial reporting to brokers and clients

Duties and Responsibilities:
*Communicates with the Director of Sales & Client Management and the Claims Department for updates regarding Schedule of Benefits and Plan Building
*Resolves problems and answers questions from claims, eligibility, and customer service personnel
*Maintains all client reports
*Communicates with Stop Loss coordinator, Stop Loss carriers, files and tracks all Stop Loss claims
*Communicates large claims information to the clients and brokers
*Communicates weekly check registers to clients, receives approval to release, if applicable
*Ability to perform new client implementations
*Schedule and perform regular calls with brokers and clients and maintain ongoing action plans
*Development of communications materials, plan documents, Amendments, forms, and power point presentations when needed
*Know Industry compliance and regulatory guidelines
*Ability to stay on task, deliver appropriate follow up, update internal tracking system, and provide prompt email communications
*Participate in team building events and exercises
*Oversee vendor payments to ensure they are processed timely

Additional Tasks:
*Assists all third party clients with any issues or questions and coordinate internal support with Customer Service and claims
*Performs any other reasonable duties as directed by management
*Send out monthly invoices to clients and track late notices, when applicable
*Maintains other reports by the client’s or brokers request
*Follow up with clients who express concerns, complaints, or issues
*Willingness to further education and participate in educational or networking events

Requirements for the Position:
*Must have an open mind, and the ability to think outside the box
*Handle high levels of stress satisfactorily and be congenial with customers, clients, and employees at all times
*Ability to project a positive and friendly attitude at all times
*Must be customer service oriented and have a passion for helping people
*Must be willing to go above and beyond to ensure full client satisfaction
*Must be willing to read and understand client benefit plans and summary plan descriptions
*Consistent and timely arrival is important to the success of this full time position
*Must participate in HIPAA, DOL, and TPA standards training
*Occasional travel with public speaking

Knowledge and skills needed:
*Familiar with Excel, Word, PowerPoint, and the ability to learn the Shasta website
*Ability to work quickly and accurately
*Must have strong and accurate typing skills (45-60 words per minute)
*Must have good decision making skills
*Positive attitude, friendly demeanor, and be team oriented
*Excellent verbal & written communication skills & marketing knowledge
*Must be highly organized and have the ability to multi-task and prioritize
*Must have the ability to analyze and understand reports
*At least 3 years of account coordination or management experience
*Proven track record of above-average client retention skills
*Support department and company mission statement

Education and Training:
*High School Diploma or Equivalent, an Associate’s Degree is preferred
*Insurance or Benefit knowledge is preferred
*Successful completion of the in-house training program

Job Type: Full-time

Pay: From $17.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Referral program
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• medical insurance: 1 year (Preferred)

Work Location:

• One location

Paid Training:

This Job Is Ideal for Someone Who Is:

• Adaptable/flexible — enjoys doing work that requires frequent shifts in direction
• Detail-oriented — would rather focus on the details of work than the bigger picture
• High stress tolerance — thrives in a high-pressure environment

Company’s website:

• www.shastatpa.com

Benefit Conditions:

• Waiting period may apply

Work Remotely:

COVID-19 Precaution(s):

• Remote interview process
• Personal protective equipment provided or required
• Social distancing guidelines in place
• Virtual meetings
• Sanitizing, disinfecting, or cleaning procedures in place