Title: Solutions Delivery Analyst
Requisition ID:
37772
City:
Noida
Country/Region:
IN
Job Description
- The Solutions Delivery Analyst is responsible for execution of ongoing operations tasks, identifying operational efficiencies, and identifying continuous improvement opportunities.
- The Solutions Delivery Analyst is often called upon to execute manual processes (requiring plan knowledge and analysis) but always with a focus to streamline, automate, and/or standardize the process.
- The Solutions Delivery Manager works with the Benefits Operations Manager (BOM) to identify process improvements by identifying issues, process delays, and quality problems and recommends solutions.
- The Solutions Delivery Analyst is responsible for resolution of participant and plan administration issues, workflow management, increased ownership of complex ongoing tasks, identifying operational efficiencies and continuous improvement opportunities. This role may be leveraged across multiple clients.
Roles & Responsibilities
- Strong understanding of client plan provisions/product & processing guidelines and SLA metrics
- Able to manually perform Benefit processes and complex tasks/calculations that require plan knowledge, analysis, and interpretation
- Research complex Benefits issues and formulates resolutions/ recommendations by analysing fact patterns and applying plan provisions and best practices
- Resolve tasks in accordance with due dates and ensure process is well documented.
- Create adhoc reports as required to support client service delivery functions.
- Provide day-to-day client and third-party administrator contact for participant processing inquiries.
- Participate & contribute in daily huddles and status meetings.
- Document task/ workflow analysis and comments in a concise, effective manner such that it can be easily understood by participant
- Develop and deliver client-specific operational training; monitor ongoing adherence to SOPs to ensure high quality.
- Work with the client team across shores to deliver against client requirements.
- Proactively identify training needs and provide necessary coaching as required to BOA’s.
- Proactively seek performance feedback to build & enhance knowledge.
- Build and leverage partnerships across shores to deliver against client requirements.
- Create robust documentation & SOPs for transition of activities between Ops and Shared Services, combined with ongoing coaching.
- Document task/ workflow analysis and comments in a concise, effective manner such that it can be easily understood by the broader team
- Actively listens to all stakeholder/ team members to understand their perspective and ensure continuous understanding regardless of communication channel
Ensures processing documentation is accurate and complete; receives/verifies updates resulting from change orders
Job Description
Role Purpose
The purpose of this role to deliver great customer service/experience by effectively acknowledging, tracking, and prioritizing all client cases as per the regulatory guidelines, and ensuring resolution as per the defined SLAs, by allocating the same to the relevant support team.
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Do
- Ensure operational excellence through contract and regulatory compliance, effective case acknowledgment, tracking, prioritization, system updation, and reporting
- Acknowledge client cases as per the SLA’s defined in the contract
- Access client tool and log all incoming client cases accurately on the internal tool as per contract
- Accurately document all pertinent case information such as case number, case type, etc. of daily cases received
- Follow standard processes and procedures to track and prioritize all client cases
- Accurately update the internal tool with daily cases and forward the same to respective agents and QAs
- Access and maintain internal knowledge bases, resources and frequently asked questions to aid in effective case logging and prioritization
- Maintain and timely update internal tool for agents to speed up response time
- Identify red flags and escalate serious client issues to Team leader in cases of non-compliance and untimely resolution
- Ensure all client information, disclosures and regulatory changes are given to agents and QA’s on a regular basis
- Monitor compliance with service agreements to avoid legal challenges
- Share recorded case logs and status reports with clients and supervisors on a daily basis
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- Deliver excellent customer service through effective understanding of client tool, accurate case logging and prioritization as per regulatory guidelines
- Serve as the primary point of contact for accessing cases pertaining to a specific client using designated client tool
- Develop deep understanding and use of client tool to effectively perform day today duties
- Access client tool and acknowledge to the client the receipt of the cases as per the SLA’s defined in the contract
- Accurately document all pertinent case information such as case number, case type, etc. on a daily basis for all cases received
- Prioritize cases on the levels of urgency and complexity as per the regulatory guidelines defines by the client
- Accurately extract case information and create an excel listing cases along with relevant information pertaining to the cases
- Maintain logs and records of all client cases as per the standard procedures and guidelines
- Collaborate with client and undergo trainings on any new regulatory guidelines for a particular client process and implement the same on all cases
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- Ensure allocation and resolution of client cases as per the defined SLAs by accurately updating internal tools, training sessions on new regulations and regular reporting
- Ensure allocation of cases to agents and QAs by accurately recording all client cases on the designated internal tracking software
- Maintain tracker of all cases received along with the allocation information for reporting purposes
- Ensure all client cases are resolved as per the defined SLA’s and regulatory guidelines defined by the client
- Maintain and share the resolution status report with supervisor and client on a daily basis
- Share the hourly productivity update report with supervisors and clients on a daily basis
- Undertake client training on specific tool features and/or any other regulatory changes introduced by client/govt.
- Conduct training sessions for agents and QA ensuring the regulatory changes have been effectively communicated to all agents and QAs
- Ensure new regulatory guidelines are implemented all client processes to avoid penalties and non-compliance
- Liaise between the client and internal teams on escalations of serious issues and unique queries
- Follow up with agents and QAs to record feedback and ensure compliance to contract SLA’s and regulations
- Interact and engage with the client and internal stakeholders to communicate and update progress against a particular case
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- Build capability to ensure operational excellence and maintain superior customer service levels for the existing client
- Undertake trainings to stay current with any new features, changes and updates on client tool
- Enroll in product specific and any other trainings per client requirements/recommendations
- Conduct training sessions for Agents and QAs on any new regulatory guideline that needs to be applied to any process urgently
- Identifying and document most common problems and recommend appropriate changes to the team leader
- Updates job knowledge by participating in self learning opportunities and maintaining personal networks
Qualifications
- Bachelor’s degree or equivalent work experience required.
- Good MS Office skills
- Good Communication Skill