Health Plans Reporting Specialist I (Remote)

POSITION SUMMARY

The Reporting Specialist is central to ensuring the integrity and accuracy of data within Allied’s Executive Reporting and CRM systems, encompassing a wide range of responsibilities from data entry and auditing to developing and overseeing reporting workflows. The Reporting Specialist is instrumental in supporting retention strategies by securing and formatting essential data. 

ESSENTIAL FUNCTIONS

• Develops a comprehensive understanding of group medical stop loss product offerings and basic group underwriting principles.
• Manages the entry, auditing, and updating relevant data in Allied’s Executive Reporting System and CRM, ensuring accuracy and integrity.
• Obtains, secures, and formats non-integrated Pharmacy Benefit Manager (PBM) data and prior administrator data from various sources to update client reporting accurately.
• Collaborate with the Manager, Reporting and Administration and Director, Revenue Operations on workflow updates, data integrity audits, and scheduled meetings to provide insights and feedback.
• Evaluates and audits aggregate reports and data entries regularly to ensure timelines are met and data is accurately presented to clients.
• Over sees and coordinates with team members on the construction of new and renewal clients' stop loss contracts within the Executive Reporting System.
• Assists the Renewal and Stop Loss teams in developing and managing the year-end renewal process, including ensuring accurate renewal meeting data reporting.
• Responds promptly to inquiries and questions received through the dedicated UWAdmin inbox, maintaining a commitment to timely and effective communication.
• Analyzes and formats data for Allied Advocate groups to support various reporting needs, including monthly, quarterly, and annual requests.
• Assists with all assigned tasks and projects related to Reporting/Analytics and Administration, demonstrating flexibility and adaptability to meet the team’s objectives.

EDUCATION

• High School Diploma or equivalent work experience required.

EXPERIENCE AND SKILLS 

• 1-3 years reporting/analytics experience required.
• Experience with CRM systems, data entry, and auditing processes, preferably within the insurance or financial services industry required.
• Some familiarity with Group Health Insurance and/or Stop Loss experience is advantageous but not required.
• Strong analytical skills with attention to detail and a commitment to accuracy in data management and reporting.
• Proactive and team-oriented approach, with a willingness and desire to interact effectively with internal and external customers.
• Demonstrated ability to manage multiple tasks and projects, prioritizing effectively to meet deadlines in a dynamic environment.
• Strong communication skills, both verbal and written, with the ability to provide clear and concise feedback and reports.
• Strong experience with Microsoft Office Suite (Word, Excel, PowerPoint, and Dynamics).

POSITION COMPETENCIES

• Accountability
• Communication
• Customer Service Orientation
• Functional/Technical Skills
• Quality Focus
• Time and Task Management

PHYSICAL DEMANDS

• This is standard desk role requiring extended periods of sitting and computer work.

WORK ENVIRONMENT 

• Remote

Here at Allied, we believe that great talent can thrive from anywhere. Our remote friendly culture offers flexibility and the comfort of working from home, while also ensuring you are set up for success. To support a smooth and efficient remote work experience, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 100Mbps download/25Mbps upload. Reliable internet service is essential for staying connected and productive.

The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

Compensation is not limited to base salary.  Allied values our Total Rewards, and offers a competitive Benefit Package including, but not limited to, Medical, Dental, Vision, Life and Disability Insurance, Generous Paid Time Off, Tuition Reimbursement, EAP, and a Technology Stipend.

Allied reserves the right to amend, change, alter, and revise, pay ranges and benefits offerings at any time.  All applicants acknowledge that by applying to the position you understand that the specific pay range is contingent upon meeting the qualification and requirements of the role, and for the successful completion of the interview selection and process.  It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role.