Group Setup Specialist IV, Sold Plan Validation

Job Summary:

In addition to the responsibilities listed below, this position is also responsible for: reviewing group installation drafts to ensure accuracy in accordance with Sarbanes-Oxley (SOX) control narratives; providing data and information needed to perform internal and external audits; supporting internal and external audits that require the auditing of customer and contract data attributes against sources of truth; participating in SOX control narrative updates as needed; and resolving issues in group renewals and installations that implicate SOX controls.

Essential Responsibilities:

• Promotes learning in others by proactively providing and/or developing information, resources, advice, and expertise with coworkers and members; builds relationships with cross-functional/external stakeholders and customers. Listens to, seeks, and addresses performance feedback; proactively provides actionable feedback to others and to managers. Pursues self-development; creates and executes plans to capitalize on strengths and develop weaknesses; leads by influencing others through technical explanations and examples and provides options and recommendations. Adopts new responsibilities; adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work; champions change and helps others adapt to new tasks and processes. Facilitates team collaboration to support a business outcome.
• Completes work assignments autonomously and supports business-specific projects by applying expertise in subject area and business knowledge to generate creative solutions; encourages team members to adapt to and follow all procedures and policies. Collaborates cross-functionally and/or externally to achieve effective business decisions; provides recommendations and solves complex problems; escalates high-priority issues or risks, as appropriate; monitors progress and results. Supports the development of work plans to meet business priorities and deadlines; identifies resources to accomplish priorities and deadlines. Identifies, speaks up, and capitalizes on improvement opportunities across teams; uses influence to guide others and engages stakeholders to achieve appropriate solutions.
• Coordinates efforts across teams by: collaborating with partner teams (e.g., sales, account management, case installation, benefits, underwriting, membership administration) to effectively translate purchase information into data attributes and prepare the system for new member enrollment; and troubleshooting issues with relevant partners as they arise to ensure efficient Group Setup processes.
• Compiles and applies departmental data by: analyzing and translating data for various audiences and advising stakeholders (e.g., sales, case installation) of system performance issues and patterns where submissions are nonconforming or inaccurate;and tracking status of complex groups or key accounts in setup pipeline and updating stakeholders as needed;
• Improves member satisfaction by: analyzing nonstandard member feedback/issues and driving larger-scope improvement processes that involve multiple teams/markets to enhance Group Setup processes;communicating with customers/group respresentatives to ensure understanding of administrative details and educating them on Membership Administration policies and procedures that impact installation decisions; and providing quality customer service through communication with groups and members.
• Prepares system for new member enrollment by: entering and translating contractual information (e.g., product, plan, administrative details) associated with a sale and provided by the sales team into data attributes that are available in the membership system; identifying gaps or inconsistencies in group purchase and renewal submissions and collaborating with partners (e.g., sales, case installation) to resolve issues; developing moderately complex structures and substructures in the system to accurately and comprehensively capture membership criteria; reviewing purchase details to ensure accuracy and completeness of contract provisions; performing system testing for new products, system changes, and other customer/contract updates and addressing identified issues; and informing partners (e.g., sales, case installation) and serving as a resource on best administrative approaches to achieve group/employer needs and requirements.