Job Description

Validate Agreement Benefit Plans Setup for Corporate Accounts

• Ability to read, analyze and interpret benefit plans and concessions to ensure that our client’s
• plan requirements are properly setup in the core system.
• Develops and executes formal test plans to ensure the delivery of right benefit plans setup.
• Coordinates and communicates the implementation of the new program/module or benefits
• to the BPA staff to ensure the awareness of the additions/changes in the systems.
• Maintains the standard policies, procedures and turn-around-time in updating the renewal
• Agreement to ensure the accuracy in processing and promptness in reviewing the renewal benefit plans.

Review and Approval of Billing Statement

• Generates monthly corporate accounts due for reviews and updates to ensures that all
• renewing and succeeding accounts will be billed and delivered on time.
• Monitors monthly renewing accounts and updates the renewal Agreement upon receiving of
• the conforme and Agreement Benefits Summary to assure accuracy in processing of renewal
• billing quotation.
• Schedules the updates of members including the additions, deletions and changes in the
• members profile and benefit plan to ensure the client’s request are met on time.
• Verifies membership eligibility and benefits package through Agreement Benefits Summary
• before encoding of members to ensure the accuracy in the client database and billings.
• Reviews the client-company endorsement letter for cancellation of membership through
• Agreement Benefits Summary before deletion of members to ensure that no violated contract
• provision.
• Communicates to the client through written communication to ensure that all are properly
• documented.
• Flags billing and creates AR and GL transmittal to ensures the Accounting Department will capture all billings on-time.

Centralized Processing and Validate Issuance of Membership Cards

• Expedites the processing of membership cards immediately after generating the billing and ensuring all members will receive their individual membership cards accurately and timely delivery.
• Develops accurate standard process
• Provides a complete list of processed members, on-hold status and dis-qualified enrollees to the client to ensure that all members are identified accurately.
• Communicates with the Account Management Staff / Agents / Brokers / Client the document or information needed through written communication to assure accuracy in data encoding and/or completeness of requirements.
• Always observe and apply the rule of Data Privacy Act Law.

Membership Fees Accounts Receivables Collections and Reconciliation of Payments Versus Billings

• Maintains the basic accounting principles, practices and procedures to ensures that work is properly completed in a timely and accurate manner.
• Assists in development and implementation of new procedures and features to enhance the workflow of the accounts receivables collections and reconciliations.
• Collaborates with the different division/department in continuously reviewing and monitoring of A/R membership fees with the objective to zero out the balances and excess payment in a timely manner.
• Coordinates with the Collections Specialist to resolves client-billing problems and rescues account receivable delinquency with a sense of urgency.
• Updates listing of Membership Fees Accounts Receivables with the purpose of following-up to client-company to settle any unpaid/balances membership fees.
• Provides Customer Service regarding collection issues, process client-corporate refunds, process and review account adjustments. Resolve client discrepancies and short payments. Responsible for monitoring and maintaining assigned accounts – customer calls, accounts adjustments, small balance write off, customers reconciliations and processing credit memos.
• Generates and send out unpaid/balance membership fees letter to client-company to ensure that all communications are documented.

Computation and Processing of Unused Membership Fees, Return of Premium and Excess Payment (REFUND)

• Identifies payments that need to be refunded, reconcile all billing transactions with excess payment and prepare all required documentation to ensure accurate processing of all transactions.
• Communicates with client-company, when necessary, to resolve overpayment issues.

Monitoring and Reporting

• Monitors the monthly accounts due for renewing and succeeding corporate accounts to ensures that all accounts can able to process in timely manner.
• Monitors documents needed in the processing of the new/renewal accounts from Sales and Marketing Department or to client-corporate to complete the releasing of the membership cards and to ensure client satisfaction.
• Provides letters/emails of follow-up to corporate client such as non-submission of application for corporate membership form, photocopy of marriage/birth certificate to proof the eligibility in hierarchy, proper client endorsement of enrollment of their newly hired employees in the middle contract, refund guidelines and procedure, disapproved enrollment and other related matters to ensures that all communications are properly documented.
• Updates unpaid, balances and excess membership fees to ensure that corporate clients are fully aware of receivables.

Set Goals and Deliver Results

• Creates strategy, goals or plans for the team as appropriate, in alignment with Corporate Ambition (Goals).
• Set annual individual and team performance goals, using the SMART framework.
• Identifies action steps and timeliness needed to reach objectives.
• Communicates plans to staff and delegate work.
• Effectively allocate available resources.
• Tracks progress to ensure completion of work within target deadlines.

Provide Supervision

• Provides administrative leadership in managing people, infrastructure and facilities.
• Oversees workflow and take action to ensure performance (e.g., adjust timelines, solve problems).
• Maintains compliance with Company policies and guidelines, project-based employees obligations and Philippine Labor Code Law.
• Acts as liaison or moderator and know when to seek assistance from other resources in resolving conflicts.
• Supports the work and objectives of Benefit Plan Administration Staff and Customer Service Staff.
• Protects valuable records from being lost, corrupted or stolen.
• Ensures that BPA Staff apply proper procedures and timeliness.

Manage Operations

• Provides administrative leadership in managing people, infrastructure and facilities.
• Administers operational procedures to ensure that the department runs smoothly.
• Completes appropriate budgeting and financial reporting.
• Plans and facilitates effective meetings.
• Implements changes and new systems or programs within the department.
• Engages staff in using best-practice tools and methodology.

Staff Management

• Aligns the right work with the right people; delegates tasks according to people’s strengthsand interests.
• Ensures staff have the skills and resources to get things done. Provides staff with coaching, training, and opportunities for growth to improve their skills.
• Gives staff ongoing, constructive feedback on their performance and progress in light of expectations and goals. Holds timely discussions and performance reviews.
• Lets staff know what is expected of them and holds them accountable. Differentiates between high and low performance. Rewards and recognizes hard work and results. Works to create a strong team. Treats all staff fairly and consistently. Shares accountability when delegating. Involves staff in setting their performance goals.
• Addresses performance issues promptly and corrects poor performance.
• Balances guiding the others’ actions with granting authority for decision-making within set limits. Provides direction when needed without micro-managing.
• Creates and nurtures a performance-based culture that supports efforts to accomplish the organizational mission and strategic objectives.

Evaluate Performance and Develop People

• Conducts performance reviews on a regular basis (e.g., mid-year, annual reviews).
• Delivers ongoing feedback and address performance issues.
• Recognize training needs and ensure that staff gain needed skills.
• Suggests appropriate training opportunities and assignments.
• Collaborates with staff members to create and implement development plans.

Share Information

• Shares needed information with staff and others in a timely manner.
• Provides a regular forum for sharing information within the department (e.g., weekly staff meetings).
• Provides recognition and praise to motivate the department.
• Collaborates and shares information with other groups or departments.