Assist clients with eligibility reporting, billing, financial transactions, and Over Age Dependent tracking.

Keenan, an Accretive company, is an insurance brokerage and consulting firm meeting the insurance needs of hospitals, public entities and California school districts. Keenan specializes in providing consulting services in the areas of: employee benefits, workers' compensation, loss control, financial, and property & liability.

• Administer all manual eligibility adds, changes, and terminations within the required service level agreement.
• Process reports from inbound and outbound electronic eligibility files within the required service agreement.
• Follow-up on eligibility questions from approvers and clients.
• Review 834 error reports and enter adds, changes, terminations, and re-in statements within the required service level.
• Review Web enrollments and import into claims processing system within the required service level.
• Over Aged Dependent report and letters for Over Age dependents for applicable client.
• Process Over Aged Dependent’s / Disabled Dependents eligibility when response is obtained from approver, client, and or the carrier.
• Train new assistants, assure quality assurance and resolve discrepancies.
• Provide Customer Service on eligibility to approvers, client, carrier, and prescription vendors within the required service level agreement.
• Resolve Eligibility CRMs within the designated service level agreement.
• Maintain Eligibility PG Report for assigned clients.
• Research and resolve Accumulator Load Report eligibility discrepancies.
• Research and resolve daily Audit Report, HCID Report, Coverage Level Mismatch Report, Alt ID Reports.
• Research and resolve weekly Carrier Discrepancy Report.
• Process eligibility for current year change reports.

ACCOUNTING

• Researching and resolving the monthly billing adjustment report.
• Validate the final bill for accuracy.
• Provide supporting documentation to accounting.
• Deliver monthly administration invoice to client.
• Create check requests for vendor billings.
• Follow up with client if payment is outstanding.
• Research and resolve Billing Disputes.
• Reconcile and Posting Payments into Billing System.
• Deliver billing documentation to carriers on request.

STOP LOSS REPORTING

• Provide necessary Eligibility/COBRA documentation to Reinsurance Specialist when requested.

• Minimum two (2) years’ experience in a customer service environment with Eligibility and Benefits.
• Excellent verbal and written communication skills required.
• Minimum of one (1) year  experience in health insurance or TPA preferred.
• Proficient in Microsoft Office Suite.

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:   

• Competitive base salary.   
• Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days.
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options.    
• Company match 401(k) plan – 50% up to 6%!   
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers.    
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists.   
• Pet benefits & discounts.    
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout our company.

Compensation:

The target salary range for this position is $50,000.00 to $60,000.00 (US Dollar) annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location. Remote work environment flexibility but must be willing to travel occasionally.

Accretive is a collection of elite specialty and wholesale agencies supported by experienced industry leaders. Our expertise is broad, and our innovative culture runs deep. We value relationships above all else and consistently deliver best in class customized solutions and service you can trust.

Accretive is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.  We are proud to be one of the largest brokers in the country, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us. Accretive is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. Accretive is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!