Group Administration Clerk:

Typical Assignments:

  • Verifies, enters, corrects group, member, and agent information into relevant applications, including adds, terminations, updates, member merges, new clients, new plans, agency mergers, agent of record changes, contract changes, renewals, and history
  • Composes, prepares, and modifies group and agent documents
  • Enters manual eligibility records into the system to process, update, and correct file information
  • Retrieves and reconciles information in files when rejected by the system
  • Researches and determines whether inaccurate data should be updated, routed or adjudicated for claims processing
  • Corrects and updates information entered through the optical scanning or data entry process
  • Accesses various software programs, and gathers and summarizes information from/for various reports
  • Operates office equipment which may include a personal computer, copier, fax machine, scanner, etc.
  • Maintains related departmental records, files, filing system and/or records retention systems (hardcopy, electronic, and imaged)
  • May provide back up to department secretary
  • Opens and distributes mail and handles incoming/outgoing correspondence

Designated Executive Assistant:

Compensation: $18.50 per hour

Responsible for centralized business operations in a high-performance virtual environment; provides assistance to Virtual Executives across North America. All duties and responsibilities are performed in accordance with the Mission, Vision, and Core Values of Cayuse.

Job Responsibilities

  • The expectation of a successful virtual executive assistant is the ability to build and maintain professional relationships with executive customers as well as within a team
  • Responsible for assisting client executives and associated staff members with the following services:
  • Calendar Management
  • Email Review
  • Time and Expense
    • Travel coordination, domestic and international (basic and complex)
    • Conference call and meeting coordination (basic and complex); includes schedule coordination of call or meeting participants
    • Video conferencing
    • Meeting and event planning
    • Document production
    • Access, list, and site maintenance (team services, SharePoint, and other tools)
    • Research and Special projects
  • Within the services indicated above, perform the following duties:
    • Provides Point-of-contact administrative support to an assigned group of clients, while at the same time sharing and leveraging work to members of the team
    • Receives customer inquiries, responds to receipt of requests, and fulfills requests in a professional, efficient, and timely manner 
    • Captures and documents details of all customer interactions daily in a work management tool
    • Operates within guidelines and procedures to independently deliver a full range of services
    • Correspondence and database tracking
    • Consistently provides a high level of quality service
    • Uses judgment to anticipate customer service needs
    • Identifies, resolves, or escalates, and tracks customer service issues with sensitivity and tact

Executive Assistant to the Executive Leadership Team:

Compensation:  $75,000-$90,000/year with possible reimbursements.

Duties:

  • Primarily support the schedule for the Deputy Director and potentially other members of the ELT.  *Most members of ELT already have this type of scheduling support
  • Coordination of meetings involving multiple internal and external schedules on varying time zones
  • When applicable, EAELT delegates, transcribes, and/or responds to emails on behalf of the ELT, exercising discretion and judgment in matters of significance within the agreed-upon parameters
  • Maintain the ELT’s master slide deck for presentations
  • Develop slide decks for specific ELT presentations
  • Devise, consider, compare, evaluate, and implement policies, procedures, and strategies to ensure all responsibilities of the ELT are met
  • Occasionally represent ELT members in meetings
  • Diplomatically handle sensitive and confidential matters
  • Evaluate, organize, and determine daily briefing content for ELT members
  • Prepare meeting materials and coordinating meeting logistics
  • Submit expense reports
  • Strategize and enable the use of a variety of platforms to stay connected with departments and projects across the span of the organization (Outlook, Asana, Slack, and Notion)
  • Complete information requests and other materials related to ELT’s speaking engagements, occasionally book travel arrangements, and occasionally travels to events
  • Sustain and strengthen relationships with a diverse group of constituencies, including staff, organizational supporters, current and potential donors, board members, foundations, and community partners

Accounts Receivable Specialist, Data Entry, Invoicing:

Duties:

Crafting and maintaining the Contract Scan Log and Executive Account Scan Log derived from the Closed Contract Spreadsheet generated by the Sales Team;

  • Contract entry;
  • Set up of Single and Multisite Client Sites in GEDI Service System;
  • Acts as contract entry back-up for all Accounting EA Reps during beginning of month invoicing and for PTO periods
  • Works with Sales and Sales Support to clarify complication clauses within new agreements to ensure accurate invoicing;
  • Works with Channel Partner Team to work through any Vendor Restrictions on products sold;
  • Tracking of site Set up Fees and import file generation;
  • Creation and invoicing of three months “Customer Submitted not Invoiced” reports;
  • Maintenance of Monthly Task List and Standard Site items at month’s end;
  • Maintenance of Standard Multisite permissions;
  • Maintenance of All Sites Closed spreadsheets;
  • Product Termination Cases;
  • Completion of all Product Add On Cases;
  • Perform zip code lookup and correction for all new sites on Scan;
  • Participation in quarterly audits as related to

Please remember that we are not affiliated with these companies. Always do your due diligence before entering into a contract or agreement with said companies. 


Discover more from The Non Phone WFH Network

Subscribe to get the latest posts sent to your email.

Leave a Reply

Discover more from The Non Phone WFH Network

Subscribe now to keep reading and get access to the full archive.

Continue reading