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Client Set Up Analyst/Benefits Specialist

Pyramid Consulting, Inc Philadelphia, PA (Onsite) Contractor

Immediate need for a talented Client Set Up Analyst/Benefits Specialist. This is a 04+months contract opportunity with long-term potential and is located in Philadelphia, PA (Onsite). Please review the job description below and contact me ASAP if you are interested.

Job ID: 25-86273

Pay Range: $27 - $30.71/hour.  Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Responsibilities:

  • Setup groups in the group and benefits administration systems, including medical, pharmacy, dental and vision benefits.
  • Communicate with Sales or Brokers to understand the client?s benefits purchase and execute the setup.
  • Handle internal processes, including but not limited to reviewing customer records for accuracy to process the groups, re-entry of improper input into the system and resolution of any other operational or internal systems issues that may arise
  • Understanding of corporate and departmental policies and procedures
  • Responsible for making the determination, based on information gathered, that the case can be accepted and forwarded for processing, or requires further review
  • Conform with the plans, policies, and procedures established by Sales Management
  • Ensure all Underwriting guidelines are met, rate quotes are correct, and determine if additional underwriting is required
  • Determine new clients meet new sale underwriting guidelines and set client up in the system
  • Understand renewal change requested by client and execute change in system
  • Execute cancellations and maintenance of a group account
  • Inform Enrollment and Billing teams of enrollment and billing actions needed
  • Investigate and resolve client setup issues in core platform systems
  • Investigate and resolve pharmacy setup issues. Resolve access to care for members in pharmacy benefit system
  • Partner with benefit administration vendors to investigate and resolve issues
  • Meet departmental production and quality requirements
  • Prepare quality control documentation submitted to the processing areas for group set-up and changes
  • Develop and maintain a strong business relationship with the internal customers of the IBC Family of Companies, including but not limited to, Underwriting, Sales, Marketing, Enrollment, Customer Service, and any other areas involved in the process.
  • Responsible for broker setup.
  • Connect the client groups to the correct broker in the broker commissions system. Resolve broker setup discrepancies and address the broker inquiries and concerns.
  • Researches and resolves group setup issues for medical, pharmacy, dental and vision benefits.
  • Resolve problems, identify trends and educate customers as needed
  • Perform quality audit of all documentation provided for group/customer set-up and coordinate missing materials when needed
  • Audit all incoming materials and maintain complete documentation in regard to issue resolution for broker community, external clients and the departments
  • Handle errors and internal/external issues in a timely and effective manner to maintain turnaround times for completion of customer/group set-up
  • Provide technical assistance and guidance to Sales and other areas relative to the new business enrollment process: implementation of new groups, new customers, benefit changes, group structure and general customer issues
  • Responsible for implementation of new groups, benefit changes and cancellations
  • Understand customer requirements document issues or tasks and work closely with Sales to meet customer expectations
  • Research and troubleshoot benefits and any other issues related to group set-up
  • Represent Client Setup team in cross functional internal and vendor meetings
  • Perform additional duties as assigned

Key Requirements and Technology Experience: 

  • Key Skills; Benefits Experience/Customer care skills/Medicare
  • Excellent time management and organizational skills required.
  • Ability to prioritize workload and meet deadlines in a fast paced environment with some supervision.
  • Flexibility and adaptability is a must.
  • Willingness to be cross trained is required to assist other team members.
  • Strong communications skills required ?
  • position interacts with all levels of management and may communicate with external clients as well.
  • Must be strong problem-solver and be able to follow-up and take an issue to resolution.
  • Aptitude to understand benefits and Underwriting rating methodology.
  • Some critical thinking skills;
  • Capability to understand Underwriting guidelines and apply them.
  • High level technical aptitude required - ability to use Microsoft Office and to learn proprietary and vendor systems.
  • High level of professionalism is necessary to progress.

Our client is a leading Health Insurance Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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Job Snapshot

Employee Type

Contractor

Location

Philadelphia, PA (Onsite)

Job Type

Other

Experience

Not Specified

Date Posted

09/19/2025

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