Documentation Specialist - Austin, United States - Curative HR LLC

Curative HR LLC

Verified Company

Austin, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

The Documentation Specialist will manage the many documents, spreadsheets and records that are
specific to onboarding, maintaining, and renewing Curative client groups and brokers. This position is
responsible for accurate documentation and reporting of all documentation for the account
management and implementation department.

Essential

Responsibilities:

Creating, dropping, and tracking new group documents.
Customizing SBC's and Benefit Books.
Eligibility Maintenance File Spreadsheet completion and submission (VBA & Health Edge)
SSR reporting, Looker, and Eligibility Folders.
Follow up on PHI and returned mail spreadsheets.
Create spreadsheets for special projects.
Track and communicate new group prior authorizations.
Update and maintain numerous spreadsheets, forms, and folders in Google Drive.
Contacting broker and employer with eligibility file changes that are called in to member

services.

Baseline visit and plan performance report creation
Sending group specific materials to Brokers.
Adding multi locations and classes into Salesforce, for example TX Childcare, Bert Ogden All Pro

etc.

Adding contacts to the employer portal.
Updating sync slides.
Creating renewal proposals and renewal packages.
Manual change reports of groups to for VBA billing.
Formatting the training and procedural manuals.

Required Experience/Skills

Outstanding organizational, time management and follow up skills,
Proficient with Microsoft Office Suite, Google Workspace and Adobe
Experience with CRM software preferably Salesforce,
Ability to communicate effectively and interpret a variety of instructions in a fastpaced

environment.