Health & Benefits Sr. Client Account Liaison
The Sr. Client Account Liaison will report to the Associate Director, Member Experience in the CDB Member Services Department. This role is responsible for reviewing member claims, determining allowable reimbursements-based off IRS guidance within 48 hours. Works with Finance on all financial aspects of the business. Review’s client specific issues and opportunities, identifies solutions, and lead to resolution by collaborating with other operational areas or outside vendors. • Responsible for Small Group Client Invoicing and tracking of revenue and expenses • Primary point of contact for all client/member communication and member portal support including design • Responsible for creation of renewal documents and tracking for completion • Responsible for maintaining and updating system setup and configuration for clients • Responsible for the loading of all enrollment templates including quality review of data • Review and process claims submission to ensure eligible expense and member reimbursement is provided • Stay informed of IRS guidelines with respect to the Flexible Spending Account and Health Reimbursement Accounts • Audit member and/or employer accounts for any missing claims due to late enrollments via multiple platforms • Align with internal and external departments for any file transfer, loading, or missing claims data
• Void and reissue payments weekly
- Presents virtually and onsite
• Other duties as assigned
Typical schedule for this position is Monday to Friday 8 a.m. CT to 5 p.m. CT. 25% to 30% nationwide travel.
Qualifications• 1-3 years of experience
- Bachelor’s Degree in Business Management or related field • Excellent analytical skills with a proactive nature • Strong organization skills with a drive to meet deadlines • An affinity for accuracy and efficiency • Proficiency in Microsoft Excel, Word (including mail merge) and Outlook • Strong verbal and written communication skills • An aptitude for prioritization and multi-tasking
• Strong collaboration skills
- A drive to learn and apply new concepts quickly
• Ability to prioritize numerous tasks
Originally posted on Himalayas
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