Project Onboarding Executive II

JOB RESPONSIBILITIES:

• Identify and process incoming lien and/or Medicare Set Aside (MSA) projects for ingestion into case management system.
• Identify missing documents, demographic data, health-care authorizations, or other required lien initiation information.
• Initiating new lien cases with appropriate lienholders/collectors under the direction of team management and attorneys.
• Maintain accurate records of deficient information in case management system, including utilizing/updating deficiency reporting tools.
• Utilizing existing reporting tools to update, revise, and/or assign tasks to Single Event or MSA team members.
• Manage updates to the Compass proprietary database as assigned, including updating fields, uploading documents, and generating documents.
• Deficiency reporting for Project onboarding documents.
• Generate draft services agreements and statements of work out of contract management tool.
• Manage updates and uploads to other databases to be determined, as needed by operations teams.
• Learn and understand billing functionality in the Compass proprietary database and create billing rules for each new project.
• Assist with other administrative special projects as needed.

Required Skill and Abilities

• Intermediate knowledge of Microsoft Word, Excel, and Outlook. Ability to construct and analyze basic pivot tables and sort data in Excel, draft standard business correspondence, and effectively organize and prioritize email communications via Outlook.
• 3+ months of experience with case management software and/or billing databases.

SKILLS

• Analytical skills
  • Proficient English verbal and written communication skills
  • Drafting and editing correspondence
  • High degree of organization
  • Detail oriented
  • Excellent time-management skills

   

• ABILITIES

  • Demonstrated ability to effectively communicate orally and in writing.
  • An ability to organize and coordinate work within schedule constraints and to handle emergent tasks in a timely manner.
  • Ability to effectively accomplish a multitude of assigned tasks within a designated time frame.

   

  INTERPERSONAL SKILLS

   

  • Communication
    • Strong oral, written and presentation skills with the ability to establish a deep understanding of Compass business.
    • Ability to clearly communicate while working within a team environment.
  • Collaboration
    • Coordinate with team and supervisors to provide stellar results.
    • Indicate areas of improvement
  • Creativity and Problem Solving
    • Ability to think ahead and anticipate problems, issues, and solutions.
    • Ability to introduce creative ideas to solving complex problems.
    • Ability to identify and introduce solutions to produce efficient and consistent results.
  • Project and Time Management
    • Ability to work effectively and meet deadlines and handle multiple projects.
    • Ensure risks and issues against goals are identified in a timely manner and properly communicated.
  • Personal Development
    • Highly self-motivating and entrepreneurial aptitude.
    • Ability to work in a fast-paced environment.
    • Constantly strives to learn new technologies and processes, and looks for ways to stay up to date in this rapidly changing industry