[Hiring] Health Plans Reporting Specialist I @Allied Benefit Systems

Role Description

The Reporting Specialist is central to ensuring the integrity and accuracy of data within Allied’s Executive Reporting and CRM systems, encompassing a wide range of responsibilities from data entry and auditing to developing and overseeing reporting workflows. The Reporting Specialist is instrumental in supporting retention strategies by securing and formatting essential data.

Essential Functions

• Develops a comprehensive understanding of group medical stop loss product offerings and basic group underwriting principles.
• Manages the entry, auditing, and updating relevant data in Allied’s Executive Reporting System and CRM, ensuring accuracy and integrity.
• Obtains, secures, and formats non-integrated Pharmacy Benefit Manager (PBM) data and prior administrator data from various sources to update client reporting accurately.
• Collaborates with the Manager, Reporting and Administration and Director, Revenue Operations on workflow updates, data integrity audits, and scheduled meetings to provide insights and feedback.
• Evaluates and audits aggregate reports and data entries regularly to ensure timelines are met and data is accurately presented to clients.
• Oversees and coordinates with team members on the construction of new and renewal clients' stop loss contracts within the Executive Reporting System.
• Assists the Renewal and Stop Loss teams in developing and managing the year-end renewal process, including ensuring accurate renewal meeting data reporting.
• Responds promptly to inquiries and questions received through the dedicated UWAdmin inbox, maintaining a commitment to timely and effective communication.
• Analyzes and formats data for Allied Advocate groups to support various reporting needs, including monthly, quarterly, and annual requests.
• Assists with all assigned tasks and projects related to Reporting/Analytics and Administration, demonstrating flexibility and adaptability to meet the team’s objectives.

Qualifications

• High School Diploma or equivalent work experience required.
• 1-3 years reporting/analytics experience required.
• Experience with CRM systems, data entry, and auditing processes, preferably within the insurance or financial services industry required.
• Some familiarity with Group Health Insurance and/or Stop Loss experience is advantageous but not required.
• Strong analytical skills with attention to detail and a commitment to accuracy in data management and reporting.
• Proactive and team-oriented approach, with a willingness and desire to interact effectively with internal and external customers.
• Demonstrated ability to manage multiple tasks and projects, prioritizing effectively to meet deadlines in a dynamic environment.
• Strong communication skills, both verbal and written, with the ability to provide clear and concise feedback and reports.
• Strong experience with Microsoft Office Suite (Word, Excel, PowerPoint, and Dynamics).

Requirements

• Accountability
• Communication
• Customer Service Orientation
• Functional/Technical Skills
• Quality Focus
• Time and Task Management

Physical Demands

This is a standard desk role requiring extended periods of sitting and computer work.

Work Environment

Remote

Benefits

• Competitive Benefit Package including Medical, Dental, Vision, Life and Disability Insurance.
• Generous Paid Time Off.
• Tuition Reimbursement.
• EAP.
• Technology Stipend.