Premium Specialist
CurrentReconcile data stored in the PlanSource system against benefit invoices from various carriers. Create carrier self-bills for our customers. Create invoices in SalesForce for clients using data from invoices and self-bills. Follow up with benefit carriers regarding discrepancies found during audits and reconciliations. Work with brokers, clients, and team members to manage OE changes. Heavy use of Microsoft Excel vlookup and pivot table functions.