Job Description
- Preparing monthly carrier bills and payments along with the underlying reconciliation.
- Processing monthly client payments through our online bank portal; maintaining our financial application, recording those monthly payment transactions, and monitoring balances.
-Generating monthly employer billing for our channel partner client.
- Consulting clients on standard support processes and reporting, while considering client nuances.
- Proactively identifying, researching, and resolving discrepancies between all parties: bswift, the client and carriers
- Acting as an internal control check point by performing routine audits and checks to confirm data credibility, analyzing data for consistency, accuracy, and reasonableness.
- Identifying appropriate cross-functional and external stakeholders to resolve client system / data errors, determining root cause, communicating to client, and making appropriate updates.
- Ensuring the timely and high-quality completion of all activities and communications required to maintain compliance and raving fans.
- Managing Open Enrollment activities specific to billing services, including auditing new plans and rates.
- Ensuring that internal systems and process documentation are maintained and kept up to date, including our billing platform and client procedures.
Required Qualifications
- Three to five years of experience in client account management
- Experience with reconciling activities.
- Strong Microsoft Excel skills (V-Lookup, Pivot Tables, etc.)
- Familiarity with internal controls processes
- Strong communication skills, ability to be client-facing
- Self-starter with a positive personality who can contribute to the bswift culture, demonstrates initiative and eagerness to learn
Preferred Qualifications
- Client account management experience in the benefits admin or insurance space
- Solid understanding of accounting principles
Education
Bachelor’s Degree in Finance or Business
Business Overview
At Aetna, a CVS Health company, we are joined in a common purpose: helping people on their path to better health. We are working to transform health care through innovations that make quality care more accessible, easier to use, less expensive and patient-focused. Working together and organizing around the individual, we are pioneering a new approach to total health that puts people at the heart.
We are committed to maintaining a diverse and inclusive workplace. CVS Health is an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring or promotion based on race, ethnicity, gender, gender identity, age, disability or protected veteran status. We proudly support and encourage people with military experience (active, veterans, reservists and National Guard) as well as military spouses to apply for CVS Health job opportunities.