Functional Expert in Excel, with ability to use critical thinking to resolve discrepancies and provide solutions that drive efficiencies and improved customer experience
Self-driven and eager to learn new technologies in a fast-paced environment
Innovative and creative problem-solve
Must adhere to security policies
Ensure privacy according to HIPAA guidelines
Maintain knowledge in function area(s) related to Benefits and system functionality
Serve as a knowledgeable contact for the day to day needs through phone, email and system tools relative to client account and consultants for our products, system capabilities, and processes
Ability to identify trends to improve client resolution experience
Ability to produce ideas and solutions to client experience
Maintain expected quality and performance metrics
Ability to adapt messaging to clients through a variety of communication mediums
Responsible for driving customer satisfaction by solving cases
Maintain positive attitude towards clients and coworkers
Responsible for recognizing and defusing client discrepancies
Responsible for fielding and ensuring requests made by consultant, broker and employer are resolved in a timely manner according to service level standards, including system updates where applicable
Formally document all communications with client/consultant in company systems to ensure availability of client information for continuity of client history
Attend team and other necessary meetings to remain current on client initiatives, internal processes, and operations that may affect client accounts or the client experience
Attend regularly scheduled one on one meetings with direct supervisor for professional development and goal setting
Serve as a resource and voice of the customer
Collaborate with a variety of departments to ensure a positive customer experience, by sharing knowledge, proposing ideas and implementing a solution for creating efficiencies and improving processes
Ability to thrive in a fast-paced setting while maintaining organizational skills
Participate in ongoing learning and development opportunities
Recommend process changes and administrative procedure updates
Assist with special projects
Assist other function area(s) as workload demands
Demonstrate the DBI Core Values daily
All other duties as assigned