BPO Onboarding Coordinator
Allied Benefit Systems, LLC, United States
Job Description
Job Title: BPO Onboarding Coordinator
Department: BPO Operations
FLSA Status: Non-Exempt
Job Status: FT
Reports To: BPO Manager of Onboarding and Reporting
Positions Supervised: None
Work Schedule: Flexible, during normal business hours, Monday-Friday.
Assessments: Predictive Index Behavioral and Cognitive
POSITION SUMMARY:
To execute the day-to-day functions of Allied’s BPO Onboarding Coordinator by completing processes for successful New and Reissue Case Implementations.
ESSENTIAL FUNCTIONS:
- Strong understanding of New Business and Reissue submission paperwork received from BPO Clients to ensure plan details are communicated accurately to the BPO Core Group; Serve as subject matter expert.
- Own completion and auditing of the New Business and Reissue Transmittal Documents for all New Business and Reissues.
- Documents errors found during New Business and Reissue Transmittal Document auditing to identify error trends.
- Responsible for kicking off the Group implementation process and submitting New Business and Reissue groups to the Allied BPO Core Group for processing.
- Tracks and records implementation completion dates to ensure turnaround times are met and all required information is accounted for.
- Serves as a point of contact with external partners within the Underwriting, Retention, Sales, and Agent Licensing teams to ensure the correct documentation is received to complete new and reissue case implementations and agent set-up.
- In coordination with supervisor, create and maintains process documentation for all tasks and processes completed by the Onboarding team.
- Assist in training, auditing, and monitoring new full time and temporary seasonal employees.
- Communicates escalated issues timely to supervisor and provides suggested resolution to ensure that the appropriate Allied teams are informed.
- Demonstrates strength and understanding of business processes as well as a sense of urgency.
- Any additional tasks and/or responsibilities as assigned by supervisor.
POSITION QUALIFICATIONS:
Communication Communicates effectively both internally and externally, where applicable. Includes both written and verbal communication.
Dependability Meets deadlines, works independently, accountable, maintains focus, punctual, and maintains good attendance record.
Initiative Takes action independently, seeks new opportunities, and strives to see projects to completion.
Interpersonal Skills Builds strong relationships, is flexible/adaptable, works well with others, and solicits feedback.
Job Knowledge Understands the facets of job, aware of duties and responsibilities, and keeps job knowledge current.
Organization Skills Information organized and accessible maintains efficient work space, and manages time well.
Problem Solving Strives to understand contributing factors, works to resolve complex situations.
Productivity Manages workload, works efficiently, and meets goals and objectives.
Quality Strives to eliminate errors, accurate work is a priority, seeks opportunities to improve product/services
Self-Development Looks for opportunities to increase knowledge, works to increase responsibility, strives to achieve personal goals and/or maintains licenses and other pertinent requirements.
Teamwork Accountable to team, works to meet established deliverables, appreciates view of team members, and respectful.
Technical Skills Maintains current understanding of technical process/equipment, uses technology to increase performance/productivity; effectively uses online tools and resources.
SKILLS amp; ABILITIES:
Intermediate level work experience with Microsoft Office, Word, Excel, Access and Power Point software applications; ability to perform basic data entry, utilize Excel formulas, and sort/filter Access data fields
Experience:
1 year or more of experience in Group Health Insurance/Benefits experience preferred, but not required.
Education:
Bachelor’s Degree Preferred
Certificates amp; Licenses:
N/A
PHYSICAL DEMANDS:
This is an office environment requiring extended sitting and computer work
WORK ENVIRONMENT:
Modern office suite in high rise building in downtown Chicago