Reconciliation Specialist
Phaxis, New York, NY, United States
Responsibilities
In Salesforce, process pending applications received from external and internal sources.
Review reports provided by the Reconciliation Associate to conduct quality checks in Salesforce.
Checks eligibility requirements (e.g., Medicare #, Medicaid #, SEP, verification of Part A/B, in service area, etc.) of all applications using Salesforce, Marx, and ePACES.
Verifies sales representative and member signature matches; if signature is invalid, escalates to the sales representative for manager intervention to confirm plan.
Tracks all errors sales representatives made on applications (in Excel).
Manually updates Salesforce with correct member demographics and prospective enrollment information.
Receives paper applications and enters information into Salesforce, performs quality checks, processes application, date stamps, scans paper applications, and attaches them to Salesforce record.
Notifies reconciliation associate of the number of applications processed daily.
Reviews 271 reports for DOB discrepancies.
Runs Medicare for prior plan code (either clearance or manual).
Performs ad‑hoc requests as needed by the Reconciliation Associate.
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Review reports provided by the Reconciliation Associate to conduct quality checks in Salesforce.
Checks eligibility requirements (e.g., Medicare #, Medicaid #, SEP, verification of Part A/B, in service area, etc.) of all applications using Salesforce, Marx, and ePACES.
Verifies sales representative and member signature matches; if signature is invalid, escalates to the sales representative for manager intervention to confirm plan.
Tracks all errors sales representatives made on applications (in Excel).
Manually updates Salesforce with correct member demographics and prospective enrollment information.
Receives paper applications and enters information into Salesforce, performs quality checks, processes application, date stamps, scans paper applications, and attaches them to Salesforce record.
Notifies reconciliation associate of the number of applications processed daily.
Reviews 271 reports for DOB discrepancies.
Runs Medicare for prior plan code (either clearance or manual).
Performs ad‑hoc requests as needed by the Reconciliation Associate.
#J-18808-Ljbffr