团队负责人，客户协调员
Team Lead, Account Coordinator
关于HPI
在HPI，我们是一家具有前瞻性思维的全国性第三方管理机构（TPA），专注于自付费用健康计划解决方案。凭借44年以上的行业经验，我们的创业精神、灵活的方法和个性化服务，使我们能够为各行各业不同规模的客户提供服务。我们提供创新策略，以最大化每一分医疗保健资金的价值。
自付费用健康计划领域不断演变。在HPI，我们的合作伙伴受益于一家具备专业知识、资源和创造力的TPA，能够提供定制化的计划解决方案，帮助他们赢得并留住更多业务。我们擅长降低费用并管理风险，同时提升客户员工的医疗保险体验。我们的目标是帮助会员清楚了解其健康计划，并提供及时的服务，使他们能够充分利用其福利，实现更好的健康。
我们的承诺不仅限于客户，还包括我们自己的员工。我们营造一个支持性和包容性的工作环境，让创新蓬勃发展。通过投资团队的成长和福祉，我们确保他们能够提供优质的服务。
职位概述：
账户协调员-团队主管负责协助客户服务中心副总裁、客户服务中心总监、客户运营经理和客户经理进行新客户的计划实施，以及协助处理现有客户的账户问题。对于新客户，账户协调员-团队主管将协助客户经理协调计划实施，制作和整理教育材料。账户协调员-团队主管与内部员工密切合作，沟通服务问题并解决理赔付款问题，在客户经理和客户服务代表无法提供服务时，作为内部客户联系人。
职责和要求：
- 负责协助协调新团体的实施以及现有客户和经纪人的账户问题的整体服务。
- 负责制作教育材料，解决理赔/服务问题。
- 负责为客户服务部门提供行政支持。
- 负责与内部员工沟通任何计划设计变更、续保变更或其他相关信息，以确保计划顺利实施。
查看英文原文
About HPI
At HPI, we are a forward-thinking, national third-party administrator (TPA) specializing in self-funded health plan solutions. With over 44 years of industry expertise, our entrepreneurial spirit, flexible approach, and personalized service have empowered us to serve clients of all sizes across diverse industries. We deliver innovative strategies that maximize the value of every healthcare dollar.
The self-funded health plan landscape is constantly evolving. At HPI, our partners benefit from having a TPA with the expertise, resources, and creativity to deliver customized plan solutions that help them win and retain more business. We excel at driving costs down and managing risk, while enhancing our clients’ employees’ health insurance experience. Our goal is to help members clearly understand their health plan and provide responsive service, enabling them to fully utilize their benefits and achieve greater health.
Our commitment extends beyond our clients to our own employees. We foster a supportive and inclusive work environment where innovation thrives. By investing in our team’s growth and well-being, we ensure they are equipped to provide exceptional service.
Summary:
The Account Coordinator – Team Lead is responsible for assisting the Vice President of Client Services, Director of Client Services, Manager of Client Operations and Account Managers with the plan implementation for new clients, as well as assisting with the handling of the overall servicing of account issues for existing clients. For new clients, the Account Coordinator – Team Lead will assist the Account Managers in the coordination of the plan implementation by producing and compiling educational materials. The Account Coordinator – Team Lead works closely with internal staff to communicate service issues and resolve claim payment issues, and serves as the in-house client contact when the Account Manager and Client Service Representative are unavailable.
Duties and Responsibilities:
- Responsible for assisting with the coordination of the implementation of new groups and overall servicing of account issues for existing clients and brokers.
- Responsible for producing educational materials, resolving claims/service issues.
- Responsible for providing administrative support to the Client Services department.
- Responsible for assisting with the communication with internal staff on any plan design changes, renewal changes, or other relevant information to ensure the plan runs smoothly for each client.
- Supervising and training the Account Coordinator team
- Assigning projects to the Account Coordinator team
- Working with the Director of Client Services and Vice President of Client Services to report escalations
- Identifying areas of opportunity and areas of concern with the team
- Tracking PTO for the team and maintaining a PTO tracker
- Coordinating with the Vice President and Director to approve PTO for all Client Services staff, including Account Executives (AEs), Account Managers (AMs), and Account Coordinators (ACs)
Education Requirements:
- High School Diploma or equivalent
Experience Requirements:
- Two or more years’ related work experience
- Proficient in Microsoft Office, including Word, Excel, Outlook and PowerPoint
Why choose us?
- We’re a people-first company andvalue giving back to our community. Ask us about our volunteer opportunities.
- Our spaceis a reflection ofwho we are—innovative, openandcollaborative.
- We thinkfeeling your bestis an importantfactor in producing great work, so we embrace a “smart casual”dress codeand work at ergonomic desks.
- Need to reenergize?When at our Westborough headquarters, take a break to chat in the onsite café,go for a walk on one of the beautiful trails in our office park,or get in a quick workout at one of the campus gyms.
Our Benefits Package
We care about you and believe the greatest gift you can give yourself, your family, and the world is a healthy you! We offer a comprehensive and competitive benefits package to help you lead a happy, healthy life, including:
- Medical, Dental and Vision and Prescription Drug Coverage
- Fitness Reimbursement Benefit
- Employee Assistance Program
- Flexible Spending Account & Health Savings Account
- 401(k) and Quarterly Bonuses
- Generous Paid-Time Off& Volunteering Opportunities
- Educational Assistance & Professional Development Opportunities
So, think you want to join the HPI team? We hope to hear from you!
You can read more about us athpitpa.com/about-us/careers/
EEO/AA/M/F/Vet/Disability Employer
Originally posted on Himalayas