Job Details

Sr. Enrollment & Billing Specialist

This role reports to the Director or Sr. Director, Client Management in the CDB Client Services department. It is responsible for working with Associate Account Manager and external team to support all small group business inquiries. The role is responsible for reviewing member claims, determining allowable reimbursements based off IRS guidance within 48 hours. Works with Finance on all financial aspects of the business. Reviews client specific issues and opportunities, identifies solutions, and leads to resolution by collaborating with other operational areas or outside vendors.

Responsibilities include:

• Responsible for Small Group Client Invoicing and tracking of revenue and expenses.
• Primary point of contact for all client/member communication and member portal support including design.
• Responsible for creation of renewal documents and tracking for completion.
• Responsible for maintaining and updating system setup and configuration for clients.
• Responsible for the loading of all enrollment templates including quality review of data.
• Review and process claims submission to ensure eligible expense and member reimbursement is provided.
• Stay informed of IRS guidelines with respect to the Flexible Spending Account and Health Reimbursement Accounts.
• Audit member and/or employer accounts for any missing claims due to late enrollments via multiple platforms.
• Align with internal and external departments for any file transfer, loading, or missing claims data.
• Void and reissue payments weekly.
• Other duties as assigned.