Business Analyst - PSA TPA

Looking for a way to make an impact and help people? Join PacificSource and help our members access quality, affordable care! PacificSource is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, or other protected status, such as race, religion, color, national origin, sex, sexual orientation, gender identity or age. Diversity and Inclusion: PacificSource values the diversity of the people we hire and serve. We are committed to creating a diverse environment and fostering a workplace in which individual differences are appreciated, respected and responded to in ways that fully develop and utilize each person’s talents and strengths. Support PacificSource Administrators (PSA) Operations and Sales & Service Departments as well as outside agents and new groups by assisting in the new and renewing group implementation process and providing accurate information and service. Responsible for reviewing, coordinating and communicating plan document requirements for new and renewing PSA clients. Ensure complete and accurate information to all internal and external customers. Create and maintain all HRA and SBC templates ensuring the required Affordable Care ACT and Internal Revenue Service data, changes and requirements are updated. Responsible for the set up and audit of all FSA, HRA and POP new client set up ensuring signed agreements are received and imaged accordingly. Essential Responsibilities: Participate in new and renewing group implementations and mid-year changes utilizing the Plan-Changes Help Desk system/processes. Work with both the Sales and PSA Operations teams to ensure accurate, thorough, and consistent installation and setup of new and renewing groups. Support the process through department and individual accountability and ongoing audit, review and maintenance. Work closely with Department Manager and Team Leads to ensure smooth workflow, accountability, and communication. Support internal Operations Staff on processes as needed. Work closely with PSA Operations, to process Non-Discrimination Testing for all FSA and HRA groups in a timely manner per IRS regulation for Section 125 plans and company policy and schedule. Perform queries, export, prepare and merge notices to send out to clients. Answer and respond to client phone calls or emails regarding Non-Discrimination Testing and the necessary documentation required. Under the direct supervision of department manager, process the creation of, updates to, and maintenance and delivery of group plan documents, administrative agreements and SBC’s for all plan types, including adoption agreements, model plan documents, summary plan descriptions, and amendments per company policy and schedule. Serve as a key internal contact to trouble shoot and problem solve issues relating to plan documents, SBC’s and amendments. Research regulations, compliance topics with Employee Benefits Institute of America (EBIA) , IRS and other websites in order to provide documentation or communications as necessary. Generate letters, memos, reports, and other documents as needed. Ensure consistency, grammar, spelling, accuracy, and style. Attend and participate in daily/weekly/monthly PSA Operations, Sales & Service meetings. Create, review and maintain department Policies and Procedures, Desktops and Training Materials. Provide back-up to Department Sales Assistant as necessary. Supporting Responsibilities: Meet department and company performance and attendance expectations. Follow the PacificSource privacy policy and HIPAA laws and regulations concerning confidentiality and security of protected health information. Complete special projects and perform other duties as assigned. Work Experience: Four years’ experience working in a related healthcare field required. Experience effectively managing multiple projects and deadlines required. Experience working as a business analyst and/or with FSA, HRA, and COBRA preferred. Education, Certificates, Licenses: High school diploma or equivalent required. College degree preferred. Knowledge: Intermediate or Advanced skill level with use of Microsoft Office programs. Knowledge of PacificSource products and services and applicable laws. Excellent writing, proofreading, and strong attention to detail. Ability to gain understanding of PSA Products, plan designs, and eligibility guidelines. Responsible to support the mission of PSA and PacificSource Health Plans, meet departmental goals and performance standards. Timely and accurate response to internal and external needs and requests. Ability to consistently provide excellent customer service to internal and external customers. Excellent communication skills and grammar, both written and verbal. Competencies: Building Customer Loyalty Building Strategic Work Relationships Contributing to Team Success Planning and Organizing Continuous Improvement Adaptability Building Trust Work Standards Environment: Work inside in a general office setting with ergonomically configured equipment. Travel is required approximately 5% of the time. Skills: Accountability, Communication, Communication (written/verbal), Flexibility, Listening (active), Organizational skills/Planning and Organization, Problem Solving, Teamwork Our Values We live and breathe our values. In fact, our culture is driven by these seven core values which guide us in how we do business: We are committed to doing the right thing. We are one team working toward a common goal. We are each responsible for customer service. We practice open communication at all levels of the company to foster individual, team and company growth. We actively participate in efforts to improve our many communities-internally and externally. We actively work to advance social justice, equity, diversity and inclusion in our workplace, the healthcare system and community. We encourage creativity, innovation, and the pursuit of excellence. Physical Requirements: Stoop and bend. Sit and/or stand for extended periods of time while performing core job functions. Repetitive motions to include typing, sorting and filing. Light lifting and carrying of files and business materials. Ability to read and comprehend both written and spoken English. Communicate clearly and effectively. Disclaimer: This job description indicates the general nature and level of work performed by employees within this position and is subject to change. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications required of employees assigned to this position. Employment remains AT-WILL at all times. PacificSource is anything but a typical health insurance company. Founded in 1933, we’re an independent, not-for-profit organization that puts our members, and their communities first—across Idaho, Oregon, Montana, and Washington. It's our 1,900 employees who make it happen: promoting health equity and partnering with providers to deliver better access to optimal, affordable care. So yes, with PacificSource, you get to do great things. In our effort to put members first—more than 600,000 of them—initiative, commitment, and hard work are supported and rewarded with excellent benefits, competitive wages, and opportunities for personal growth and advancement. Benefits: Flexible telecommute policy, medical, vision, and dental insurance, incentive program, paid time off and holidays, 401(k) plan, volunteer opportunities, tuition reimbursement and training, life insurance, and options such as a flexible spending account. We love our common purpose. Empowerment, flexibility, and sharing success make for a great place to work. Here’s what else we feel good about: A mission with a real sense of shared values Competitive wages and outstanding benefits, including telecommuting Opportunities for learning development and career advancement Organizational leadership style rooted in servant and transformational leadership A commitment to support the communities we serve A belief in the importance of work-life balance January 24: Oregon State College of Pharmacy Fair , 12-4p PST, Memorial Union Ballroom (2501 SW Jefferson Way, Corvallis OR 97331 ) February 1: University of Oregon Winter Career Fair, 12-4p at EMU Ballroom (1395 University Steet, Eugene OR 97403) February 14: Boise State University Career Fair, 10a-2p MST (1464 W University Drive, Boise, Idaho 83706) February 21: Oregon State Winter Career Fair, 11a-3p at Career Center (725 Southwest 26th Street, Corvallis OR 97331) April 17: Oregon State Spring Career Fair, 11a-3p at Career Center (725 Southwest 26th Street, Corvallis OR 97331) PacificSource is an equal opportunity employer and a company that loves helping people. We work with our employees to understand their goals, and provide training, individual development, and career advancement opportunities to help them achieve just that. In 2023 alone we had 407 internal promotions! Certified Age Friendly Employer, 2023 | Age Friendly Institute Top Workplace 2023 and 2022 for Idaho | Idaho Press Top Workplace 2023 and 2022 for Oregon and SW Washington | The Oregonian #4 Healthiest Employer of Oregon 2021 | Portland Business Journal Healthy Worksite 2021 | Design Coalition in Montana PacificSource is an equal opportunity employer. Click here to review our AAP Policy Statement. If you have questions about working at PacificSource or need help with your application, please email HRrecruiting@PacificSource.com.