Higginbotham Insurance Agency
CDHP Implementation Specialist
Higginbotham Insurance Agency, Fort Worth, Texas, United States, 76102
Higginbotham , a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for an
CDHP
Implementation Specialist
for our
Fort Worth
office.
The ideal candidate will be motivated to succeed, well organized, able to project manage the implementation workload, and able to work well within Day 2 Services teams. The Implementation Specialist is
responsible for successfully implementing CDHP (reimbursement accounts) such as FSA's, HRA's, DCAP, Commuter plans, and partner migrations.
Essential Tasks:Communicates with clients, producers, and account managers via phone, email, and interoffice technology platforms (Zoom, Microsoft Teams, Outlook, Ring Central, etc.); coordinates the implementation across departments, including producers, account managers, clients, and carriers, to ensure alignment with project deliverables and milestones.Create and continually monitor implementation deliverables and maintain project plan(s) as needed.Create a Welcome to Higginbotham attitude during every client kick off call through the transition call.Effectively reviews all documents received for accuracy and provides necessary feedback.Set up all new CDH Reimbursement Account Plans (FSA/HRA/DCAP) in accordance with established implementation documentation and processes.Set up vendor files (EDI) in Excel and CVS.Set up non-EDI vendors (eligibility, processing with the carriers).Aid in the Migration process for new partnerships as needed.Provides ongoing training for clients and internal associates.Proactively addresses client/participant issues and provides a resolution when needed.Respond to all requests made by the client and/or producer or account manager within the same business dayAbility to multitask and lead projects to a successful closureOther tasks as assigned.Specific Knowledge, Skills, and Abilities:
Excellent verbal and written communication skillsMust be proficient in Microsoft Excel, Word, ADOBE Writer, and CVS formatsMaintain knowledge of Reimbursement AccountsECFC certification is a plus or be willing to complete the certification process.Ensure strict compliance with all FSA/HRA/DCAP/Commuter, and HIPAA requirements.Understand SPD, SBC, and benefitsPossess strong interpersonal and proactive troubleshooting skillsUtilize excellent organizational and time management skillsProvide superior customer service to internal and external customersAbility to work independently, assess situations quickly, and make logical and appropriate decisionsLocation:
Fort Worth, TXIn office positionPhysical Requirements:
Ability to lift 25 pounds.Repeated use of sight to read documents and computer screensRepeated use of hearing and speech to communicate on telephone and in personRepetitive hand movements, such as keyboarding, writing, 10-keyWalking, bending, sitting, reaching and stretching in all directions
CDHP
Implementation Specialist
for our
Fort Worth
office.
The ideal candidate will be motivated to succeed, well organized, able to project manage the implementation workload, and able to work well within Day 2 Services teams. The Implementation Specialist is
responsible for successfully implementing CDHP (reimbursement accounts) such as FSA's, HRA's, DCAP, Commuter plans, and partner migrations.
Essential Tasks:Communicates with clients, producers, and account managers via phone, email, and interoffice technology platforms (Zoom, Microsoft Teams, Outlook, Ring Central, etc.); coordinates the implementation across departments, including producers, account managers, clients, and carriers, to ensure alignment with project deliverables and milestones.Create and continually monitor implementation deliverables and maintain project plan(s) as needed.Create a Welcome to Higginbotham attitude during every client kick off call through the transition call.Effectively reviews all documents received for accuracy and provides necessary feedback.Set up all new CDH Reimbursement Account Plans (FSA/HRA/DCAP) in accordance with established implementation documentation and processes.Set up vendor files (EDI) in Excel and CVS.Set up non-EDI vendors (eligibility, processing with the carriers).Aid in the Migration process for new partnerships as needed.Provides ongoing training for clients and internal associates.Proactively addresses client/participant issues and provides a resolution when needed.Respond to all requests made by the client and/or producer or account manager within the same business dayAbility to multitask and lead projects to a successful closureOther tasks as assigned.Specific Knowledge, Skills, and Abilities:
Excellent verbal and written communication skillsMust be proficient in Microsoft Excel, Word, ADOBE Writer, and CVS formatsMaintain knowledge of Reimbursement AccountsECFC certification is a plus or be willing to complete the certification process.Ensure strict compliance with all FSA/HRA/DCAP/Commuter, and HIPAA requirements.Understand SPD, SBC, and benefitsPossess strong interpersonal and proactive troubleshooting skillsUtilize excellent organizational and time management skillsProvide superior customer service to internal and external customersAbility to work independently, assess situations quickly, and make logical and appropriate decisionsLocation:
Fort Worth, TXIn office positionPhysical Requirements:
Ability to lift 25 pounds.Repeated use of sight to read documents and computer screensRepeated use of hearing and speech to communicate on telephone and in personRepetitive hand movements, such as keyboarding, writing, 10-keyWalking, bending, sitting, reaching and stretching in all directions