Group Services Rep II
Company: Sonrava Health
Posted on: May 24, 2023
Overview:This position is responsible for performing all daily
duties pertaining to new and existing groups and individual
- Answering inbound telephone calls from brokers/agents, existing
clients, potential clients. Providing backup for provider and
- Process member additions, terminations or changes (Manually and
- Provide eligibility information to the Plan Department and
Provider Services (this may include calling or email group to
confirm members eligibility).
- Run Monthly billing for all groups, once a month
- Account reconciliation (Retro-credits, new dues and
- Mail monthly client invoices.
- Process daily bank deposit.
- Resolve account discrepancies by investigating documentation of
previous payments and adjustments.
- Prepare Schedule As (Form 5500) for groups.
- Process check requests for plan refunds, capitation, commission
or account discrepancies.
- Create new group profiles.
- Send Intent to Terminate letters to groups and members that are
in jeopardy due to lack of payment and process accounts
- Send letters to over the age dependents regarding their
- Update Groups monthly renewal information according to Rate
- Generate ID cards (csv file is generated for third party
printing company once per week).
- EFT processing
- Monthly review of account receivable and financial books
- Review, track and administer major groups
- Interact with other departments (or areas) to resolve patient,
group, broker or provider inquiries.
- Assist in training new staff in the Group Services
- Process payments and refunds for Web Plan
- Filing and other clerical duties as assigned.
- Produce monthly renewal reports for Individual and Web Plan
- Assist web plan members with renewing process.Qualifications:
- High School diploma and min. two years Customer Service or
insurance industry experience
- Excellent oral and written communication skills
- Proficient in Microsoft Word and Excel
- General Math Skills
Keywords: Sonrava Health, Orange , Group Services Rep II, Sales , Orange, California
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