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Plan Specialist

Company: the Centers for Independence
Location: Glendale
Posted on: November 25, 2022

Job Description:

Job Details
Job Location: iLIFE-Glendale-Baker Road - Glendale, WI
Position Type: Full Time
Education Level: High School Diploma, HSED or GED
Salary Range: Undisclosed
Job Shift: 1st Shift
Job Category: Admin - Clerical

General FunctionsThe Plan Specialist processes new plans, as well as plan updates. This position is responsible for a high volume of data entry, and effectively communicating with customers and co-workers.

  • Update any new and/or updated plans submitted via the daily download
  • Update FMS to reflect any new participant paperwork
  • Work with clients or their consultants to get corrected paperwork or plans
  • Work with FMS reports assigned to ensure participants plans and other information is set up correctly
  • Check files submitted from partners to ensure proper updates are made to participant information
  • Request FEIN for those that need a number or update FMS with correct FEIN
  • Monitor accounts and transactions to identify any fraudulent activities
  • Create and implement preventative measures to stop fraud
  • Actively educates management/team of current state and federal regulations as it relates to requirements.
  • Involvement in monthly, quarterly, and annual reporting for clients
  • Consultants and provides guidance to less experienced staff when necessary
  • Effectively manage escalations within the department by ensuring appropriate accountability, sense of urgency, communication and follow through to closure
  • Suggest methods to improve area operations, efficiency and service to both internal and external customers
  • Participate in planning/testing of new FMS engine software and or other system implementations.
  • Assist in additional projects as assigned to potentially include development of Plan Department scorecard, processing and determining root cause of emails, handling/reducing service code changes, processing Rate Change Forms, assisting with problem timesheets, assisting with the task report for participant hired worker rates, assisting with overtime requests received via WISITS, etc.
    Experience and SkillsMinimum of a High School Diploma or GED required with an Associate's Degree preferred. Two years of experience in a related field. Demonstrated flexibility in dealing with change and continuous efforts to improve processes. Ability to establish and maintain a positive working relationship with team members, clients and the public. Ability to maintain strict confidentiality and perform work with a high degree of accuracy. Ability to effectively utilize and/or learn both PC based and mini-computer software. Ability to coordinate work to meet deadlines. Knowledge of relevant bookkeeping/accounting principles. Ability to prioritize duties and function effectively in a multi-task environment. Ability to operate under and explain agency and departmental procedures and guidelines.
    The work environment can be busy and noisy. This is a high traffic department; there are many frequent interruptions and people seeking assistance in a wide variety of functions. Includes working in a normal office environment with frequent sitting as well as walking around office area. Use of office equipment such as copier, fax, phone, computer, etc.
    This is a general outline of the essential functions of this position and shall not be construed as an all-inclusive description of all work requirements and responsibilities that may be inherent in this position. The employee may be required to perform other job-related duties as requested by the designated work leader(s). All requirements are subject to change over time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
    All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status.

Keywords: the Centers for Independence, Glendale , Plan Specialist, Other , Glendale, Arizona

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