- Ensure that back office, banking operation tasks including but not limited to Consumer Identification
Program (CIP) & Office of Foreign Asset and Controls (OFAC), account reconciliations, transactional processing check research and resolution processing, related to Consumer Directed Healthcare claims and Health Savings Account inquiries are executed within all parameters and guidelines as outlined by the company policies and practices.
- Apply general processing procedures, and specific guidelines to correctly process requests HSA Banking
Requests as well as notional claim processing requests
- Maintain daily productivity goals as set by organization objectives.
- Communicate effectively with internal and external constituents and respond to all submitted work requests within respective SLAs.
- Provide a consistent and quality work product,
including identification of metrics and trends, reporting findings to upper management, and taking a proactive approach to identify and eliminate potential processing issues.
- Maintain daily operations and help to assess and align procedures and streamline workflow that impact operational process with the result being increased efficiency.
- Maintain an intimate knowledge of companys general business practices, policies and product offerings.
- Perform other related duties and/or works on special projects as assigned by supervisor or manager.
- This role will need to partner with others inter-departmental teams in order to realize some of the outcomes.